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Sponsor portfolioTH

TRINITY PREPARATORY SCHOOL OF FLORIDA, INC.

EIN 59-1156418-education management-Latest filing 2025
Plans
2
Retirement
1
$31.4M assets
Welfare
1
$973K premiums
Participants
381
5700 TRINITY PREP LANE - WINTER PARK, FL 32792321-282-2525trinityprep.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#002403b-$31.4M - 307 part#503Fully Insured-$973K - 173 lives

Benefits portfolio analytics

1 plan / $973K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$902K
  • Dental$902K
  • Vision$902K
  • Prescription drug$902K
  • Life$71K
  • Long-term disability$71K
  • +1 more
Total $973K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
Total $973K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • BROWN & BROWN INSURANCE SERVICES5%
Total $59K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRINITY PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$31.4M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TRINITY PREPARATORY SCHOOL OF FLORIDA, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$973K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TRINITY PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN403b$31.4M3072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TRINITY PREPARATORY SCHOOL OF FLORIDA, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$973K1732025
Retirement plans
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