Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$107K
- Vision$107K
- Life$107K
- Long-term disability$107K
- Other$107K
Sponsor portfolio
TRILLIUM MANAGEMENT, LLC
EIN 46-2344130Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$32.7M assets
Welfare
1
$107K premiums
Participants
504
417 5TH AVENUE, 6TH FLOOR - NEW YORK, NY 10016212-401-2337
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $107K premiums / 246 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- GA SOLUTIONS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRILLIUM 401(K) PLAN
401k
Assets$32.7M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRILLIUM MANAGEMENT, LLC HEALTH & WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$107K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRILLIUM 401(K) PLAN | 401k | $32.7M | 254 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRILLIUM MANAGEMENT, LLC HEALTH & WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $107K | 246 | 2025 |
Retirement plans
Welfare plans