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  2. Trellis Management Co.
  • Benefits analytics
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Filings through Oct 24, 2026.

Trellis Management Co.

EIN 41-1655760-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
1
$4.9M assets
Health & Benefits
2
$2.1M premiums
Participants
489
810 S 7TH STREET SUITE 300 - MINNEAPOLIS, MN 55415952-600-7389
Plans on this EIN
3 filings
#001401(k)-$4.9M - 186 part#502Mixed-$1.9M - 134 lives#501Fully insured-$261K - 167 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $2.1M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$261K
  • Vision$261K
  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • +1 more
Total $2.1M7 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

TRELLIS MANAGEMENT CO RETIREMENT SAVINGS PLAN

401(k)

Assets$4.9M
Participants186
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

TRELLIS MANAGEMENT COMPANY MEDICAL PLAN

Mixed - HEALTHPARTNERS

Premiums$1.9M
Covered lives134
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

TRELLIS MANAGEMENT COMPANY ANCILLARY BENEFITS PLAN

Fully insured - GUARDIAN

Premiums$261K
Covered lives167
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRELLIS MANAGEMENT CO RETIREMENT SAVINGS PLAN401(k)$4.9M1862025
  • TRELLIS MANAGEMENT CO RETIREMENT SAVINGS PLAN$4.9M
    #001 · 401(k) · 2025186

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502TRELLIS MANAGEMENT COMPANY MEDICAL PLANMixedHEALTHPARTNERS$1.9M1342025
#501TRELLIS MANAGEMENT COMPANY ANCILLARY BENEFITS PLANFully insuredGUARDIAN$261K1672025
  • TRELLIS MANAGEMENT COMPANY MEDICAL PLAN$1.9M
    #502 · Mixed · HEALTHPARTNERS · 2025134
  • TRELLIS MANAGEMENT COMPANY ANCILLARY BENEFITS PLAN$261K
    #501 · Fully insured · GUARDIAN · 2025167
Retirement plans
Health & Benefits plans

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  1. Benefits analytics
  2. Plan summaries
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