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  2. Trimont LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

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Trimont LLC

EIN 58-1524431-financial services-Latest filing 2025
Plans
2
Retirement
1
$74.6M assets
Health & Benefits
1
$1.8M premiums
Participants
1,593
TWO ALLIANCE CENTER, 35060 LENOX ROAD NE, SUITE 2200 - ATLANTA, GA 30326404-420-5600trimont.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$74.6M - 859 part#501Fully insured-$1.8M - 712 lives

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

Benefits portfolio analytics

1 plan / $1.8M premiums / 712 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$842K
  • Life$684K
  • Dental$601K
  • Vision$601K
  • Short-term disability$482K
  • Long-term disability$482K
  • +1 more
Total $1.8M7 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

TRIMONT LLC 401(K) PLAN

401(k)

Assets$74.6M
Participants859
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRIMONT REAL ESTATE ADVISORS LLC EMPLOYEE BENEFIT PLAN

Fully insured - UNUM INSURANCE COMPANY

Premiums$1.8M
Covered lives712
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRIMONT LLC 401(K) PLAN401(k)$74.6M8592024
  • TRIMONT LLC 401(K) PLAN$74.6M
    #001 · 401(k) · 2024859

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRIMONT REAL ESTATE ADVISORS LLC EMPLOYEE BENEFIT PLANFully insuredUNUM INSURANCE COMPANY$1.8M7122025
  • TRIMONT REAL ESTATE ADVISORS LLC EMPLOYEE BENEFIT PLAN$1.8M
    #501 · Fully insured · UNUM INSURANCE COMPANY · 2025712
Retirement plans
Health & Benefits plans

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