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Sponsor portfolio

TRILON GROUP

EIN 87-3821663-Latest filing 2025
Plans
2
Retirement
1
$257.8M assets
Welfare
1
$7.9M premiums
Participants
7,371
1200 17TH STREET, SUITE 680 - DENVER, CO 80202833-487-4566
Plans on this EIN
2 filings
#004401k-$257.8M - 3,448 part#501Fully Insured-$7.9M - 8,232 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 8,232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$4.6M
  • Short-term disability$4.6M
  • Long-term disability$4.6M
  • Other$4.6M
  • Dental$2.5M
  • Vision$461K
  • +2 more
Total $7.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA58%
  • DELTA DENTAL OF CALIFORNIA31%
  • VISION SERVICE PLAN6%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY2%
  • +1 more
Total $7.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • UNKNOWN1%
  • THOMAS MCCOY1%
Total $731K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TRILON GROUP RETIREMENT SAVINGS PLAN

401k

Assets$257.8M
Participants3,448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRILON GROUP HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$7.9M
Covered lives8,232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004TRILON GROUP RETIREMENT SAVINGS PLAN401k$257.8M3,4482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRILON GROUP HEALTH AND WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$7.9M8,2322025
Retirement plans
Welfare plans
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