Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Dental$2.8M
- Prescription drug$2.8M
- Life$55K
- Long-term disability$55K
- Other$55K
- +1 more
Sponsor portfolio
TRINITY VALLEY SCHOOL
EIN 75-1099126primary/secondary educationLatest filing 2025
Plans
2
Retirement
1
$41.6M assets
Welfare
1
$2.8M premiums
Participants
504
7500 DUTCH BRANCH ROAD - FORT WORTH, TX 76132817-321-0110trinityvalleyschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 346 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- BLUE CROSS OF CALIFORNIA97%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
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 VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY
403b
Assets$41.6M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRINITY VALLEY SCHOOL EMPLOYEE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.8M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRINITY VALLEY SCHOOL TAX SHELTERED GROUP ANNUITY | 403b | $41.6M | 327 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRINITY VALLEY SCHOOL EMPLOYEE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $2.8M | 346 | 2025 |
Retirement plans
Welfare plans