Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ProfitSharing
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Fully Insured - HARTFORD LIFE AND ACCIDENT
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TRINOVA, INC. 401(K) PLAN | 401k | $10.9M | 163 | 2024 | |
| 004 | TRINOVA, INC. PUERTO RICO RETIREMENT PLAN | ProfitSharing | $4K | 2 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRINOVA, INC. HEALTH PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $2.0M | 324 | 2025 | |
| 502 | TRINOVA, INC. LIFE AND DISABILITY PLANS | Fully Insured | HARTFORD LIFE AND ACCIDENT | $62K | 161 | 2025 |