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Sponsor portfolio

TRINITY SCHOOL, INC.

EIN 58-1197585-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$42.3M assets
Welfare
1
$648K premiums
Participants
516
4301 NORTHSIDE PARKWAY, NW - ATLANTA, GA 303272245404-231-8100
Plans on this EIN
2 filings
#001403b-$42.3M - 374 part#501Fully Insured-$648K - 142 lives

Benefits portfolio analytics

1 plan / $648K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$440K
  • Health$208K
  • Dental$208K
  • Vision$208K
  • Life$208K
  • Short-term disability$208K
  • +2 more
Total $648K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • HCC LIFE INSURANCE COMPANY68%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA32%
Total $648K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $34K1 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 SCHOOL 403(B) PLAN

403b

Assets$42.3M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRINITY SCHOOL SECTION 125 CAFETERIA PLAN

Fully Insured - HCC LIFE INSURANCE COMPANY

Premiums$648K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY SCHOOL 403(B) PLAN403b$42.3M3742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRINITY SCHOOL SECTION 125 CAFETERIA PLANFully InsuredHCC LIFE INSURANCE COMPANY$648K1422025
Retirement plans
Welfare plans
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