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Sponsor portfolio

TRINITY SERVICES INC.

EIN 36-2194838-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$25.0M assets
Welfare
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
#001ProfitSharing-$23.6M - 1,058 part#002403b-$1.4M - 1,285 part#501Fully Insured-$6.0M - 934 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

94%top
  • EMPLOYEES RETIREMENT PLAN (#001)94%
  • INC. 403B PLAN (#002)6%
Total $25.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $25.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 403B PLAN (#002)1,285
  • EMPLOYEES RETIREMENT PLAN (#001)1,058
Total 2,343Click row to drill in

Benefits portfolio analytics

1 plan / $6.0M premiums / 934 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Life$392K
  • Other$392K
  • Dental$368K
  • Vision$368K
Total $6.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $6.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • BENEFIT SOLUTION MANAGER LLC86%
  • FINANCIAL SERVICE MANAGERS, INC.13%
  • LAWRENCE J. DYJAK AND ASSOC INC.1%
Total $279K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN

ProfitSharing

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

TRINITY SERVICES INC. 403B PLAN

403b

Assets$1.4M
Participants1,285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRINITY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.0M
Covered lives934
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLANProfitSharing$23.6M1,0582025
002TRINITY SERVICES INC. 403B PLAN403b$1.4M1,2852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRINITY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.0M9342025
Retirement plans
Welfare plans
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