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  2. Trillium Management, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Trillium Management, LLC

EIN 46-2344130-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$32.7M assets
Health & Benefits
1
$107K premiums
Participants
504
417 5TH AVENUE, 6TH FLOOR - NEW YORK, NY 10016212-401-2337
Plans on this EIN
2 filings
#001401(k)-$32.7M - 254 part#501Mixed-$107K - 246 lives

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

Benefits portfolio analytics

1 plan / $107K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$107K
  • Vision$107K
  • Life$107K
  • Long-term disability$107K
  • Other$107K
Total $107K5 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

TRILLIUM 401(K) PLAN

401(k)

Assets$32.7M
Participants254
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRILLIUM MANAGEMENT, LLC HEALTH & WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$107K
Covered lives246
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRILLIUM 401(K) PLAN401(k)$32.7M2542025
  • TRILLIUM 401(K) PLAN$32.7M
    #001 · 401(k) · 2025254

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRILLIUM MANAGEMENT, LLC HEALTH & WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$107K2462025
  • TRILLIUM MANAGEMENT, LLC HEALTH & WELFARE PLAN$107K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025246
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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