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Sponsor portfolio

TRINITY PARTNERS, L.L.C.

EIN 56-2064890-real estate-Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$341K premiums
Participants
436
650 SOUTH TRYON STREET, SUITE 900 - CHARLOTTE, NC 28202704-372-8822trinity-partners.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$14.6M - 255 part#503Mixed-$341K - 360 lives

Benefits portfolio analytics

1 plan / $341K premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$341K
  • Dental$337K
  • Vision$337K
  • Life$337K
  • Short-term disability$337K
  • Long-term disability$337K
Total $341K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • PRINCIPAL LIFE INSURANCE COMPANY99%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.1%
Total $341K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $66K1 slice

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 PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$14.6M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TRINITY PARTNERS, LLC GROUP EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$341K
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN401k$14.6M2552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TRINITY PARTNERS, LLC GROUP EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$341K3602025
Retirement plans
Welfare plans
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