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Sponsor portfolio

TRINITY REHAB, LLC

EIN 46-1529622-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$259K premiums
Participants
450
115 SOUTH RAILROAD AVENUE - DUNN, NC 28334910-891-1599
Plans on this EIN
2 filings
#001401k-$8.7M - 309 part#501Fully Insured-$259K - 142 lives

Benefits portfolio analytics

1 plan / $259K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$248K
  • Health$11K
Total $259K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • WESTPORT INSURANCE CORPORATION96%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $259K2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MARSH & MCLENNAN AGENCY LLC64%
  • ASSUREDPARTNERS23%
  • ROGERS BENEFIT GROUP INC12%
Total $51K3 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 REHAB, LLC 401(K) PLAN

401k

Assets$8.7M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRINITY REHAB, LLC WELFARE BENEFIT PLAN

Fully Insured - SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION

Premiums$259K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY REHAB, LLC 401(K) PLAN401k$8.7M3092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRINITY REHAB, LLC WELFARE BENEFIT PLANFully InsuredSWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION$259K1422025
Retirement plans
Welfare plans
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