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  2. TREND HEALTH PARTNERS, LLC
Sponsor portfolio

TREND HEALTH PARTNERS, LLC

EIN 83-2044663-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$5.7M premiums
Participants
693
20 WIGHT AVENUE, SUITE 150 - HUNT VALLEY, MD 21030443-689-2700trendhealthpartners.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$10.9M - 339 part#501Fully Insured-$5.7M - 716 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.7M
  • Health$5.4M
  • Dental$5.4M
  • Vision$5.4M
  • Prescription drug$5.4M
  • Life$293K
  • +2 more
Total $5.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $5.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • WILLIAM M SPENCE55%
  • ADVOCATE, INC.28%
  • AMWINS8%
  • MATHER & STROHL ADMIN SVC INC4%
  • HILB GROUP OF NEW ENGLAND4%
  • +2 more
Total $412K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TREND HEALTH PARTNERS, LLC 401(K) PLAN

401k

Assets$10.9M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TREND HEALTH PARTNERS, LLC HEALTH AND WELFARE PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$5.7M
Covered lives716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TREND HEALTH PARTNERS, LLC 401(K) PLAN401k$10.9M3392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TREND HEALTH PARTNERS, LLC HEALTH AND WELFARE PLANFully InsuredCAREFIRST OF MARYLAND, INC.$5.7M7162025
Retirement plans
Welfare plans
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