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  1. Companies/
  2. Trinity Services Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Trinity Services Inc.

EIN 36-2194838-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$25.0M assets
Health & Benefits
1
$6.0M premiums
Participants
3,277
301 VETERANS PKWY - NEW LENOX, IL 60451815-320-7190trinityservices.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filings
#001Profit-sharing-$23.6M - 1,058 part#002403(b)-$1.4M - 1,285 part#501Fully insured-$6.0M - 934 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $25.0M assets / 2,343 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEES RETIREMENT PLAN (#001)$23.6M
  • INC. 403B PLAN (#002)$1.4M
Total $25.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • ONEAMERICA RETIREMENT SERVICES LLC$25.0M
Total $25.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 403B PLAN (#002)1,285
  • EMPLOYEES RETIREMENT PLAN (#001)1,058
Total 2,343Select a row to open it

Benefits portfolio analytics

1 plan / $6.0M premiums / 934 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.6M
  • Life$426K
  • Other$426K
  • Dental$402K
  • Vision$402K
Total $7.1M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN

Profit-sharing

Assets$23.6M
Participants1,058
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

TRINITY SERVICES INC. 403B PLAN

403(b)

Assets$1.4M
Participants1,285
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRINITY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.0M
Covered lives934
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLANProfit-sharing$23.6M1,0582025
#002TRINITY SERVICES INC. 403B PLAN403(b)$1.4M1,2852025
  • TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN$23.6M
    #001 · Profit-sharing · 20251,058
  • TRINITY SERVICES INC. 403B PLAN$1.4M
    #002 · 403(b) · 20251,285

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRINITY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$6.0M9342025
  • TRINITY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN$6.0M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025934
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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