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TRIVIUM LIFE SERVICES

EIN 42-1041046-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$3.5M premiums
Participants
962
4201 RIVERS EDGE PARKWAY, SUITE 200 - COUNCIL BLUFFS, IA 51501712-256-7888triviumlifeservices.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$10.0M - 573 part#508Fully Insured-$3.5M - 352 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Other$164K
  • Dental$149K
  • Life$81K
  • Long-term disability$32K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VERATRUS BENEFIT SOLUTIONS1%
  • DELTA DENTAL OF CALIFORNIA1%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
  • COMBINED SERVICES LLC0%
Total $116K2 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

TRIVIUM LIFE SERVICES 401(K) PLAN

401k

Assets$10.0M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

TRIVIUM LIFE SERVICES HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - WELLMARK BLUE CROSS BLUE SHIELD OF IOWA

Premiums$3.5M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRIVIUM LIFE SERVICES 401(K) PLAN401k$10.0M5732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508TRIVIUM LIFE SERVICES HEALTH AND WELFARE BENEFIT PLANFully InsuredWELLMARK BLUE CROSS BLUE SHIELD OF IOWA$3.5M3522025
Retirement plans
Welfare plans
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