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
Sponsor portfolioTH
TRIMONT LLC
EIN 58-1524431financial servicesLatest filing 2025
Plans
2
Retirement
1
$74.6M assets
Welfare
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 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 712 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA79%
- KAISER FOUNDATION HEALTH PLAN INC21%
Broker market share
Schedule A broker compensation
51%top
- DIGITAL INSURANCE LLC51%
- M3 INSURANCE SOLUTIONS INC27%
- CENTRO BENEFITS RESEARCH LLC13%
- CETRO BEEFITS RESEARCH LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRIMONT LLC 401(K) PLAN
401k
Assets$74.6M
Participants859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRIMONT REAL ESTATE ADVISORS LLC EMPLOYEE BENEFIT PLAN
Fully Insured - UNUM INSURANCE COMPANY
Premiums$1.8M
Covered lives712
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRIMONT LLC 401(K) PLAN | 401k | $74.6M | 859 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRIMONT REAL ESTATE ADVISORS LLC EMPLOYEE BENEFIT PLAN | Fully Insured | UNUM INSURANCE COMPANY | $1.8M | 712 | 2025 |
Retirement plans
Welfare plans