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  1. Companies/
  2. Trilogy Senior Living & Participating Employers

Filings through Oct 24, 2026.

Sponsor portfolio

Trilogy Senior Living & Participating Employers

EIN 90-0440051-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$2.2M premiums
Participants
1,502
1921 CORPORATE DRIVE - SAN MARCOS, TX 78666830-624-1044LinkedIn1-10 employees
Plans on this EIN
2 filings
#003401(k)-$1.4M - 768 part#501Fully insured-$2.2M - 734 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 734 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$435K
  • Life$435K
  • Short-term disability$435K
  • Long-term disability$435K
  • +2 more
Total $2.2M8 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

TRILOGY SENIOR LIVING & PARTICIPATING EMPLOYERS RETIREMENT SAVINGS PLAN

401(k)

Assets$1.4M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRILOGY SENIOR LIVING LLC HEALTH & WELFARE PLAN

Fully insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.2M
Covered lives734
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003TRILOGY SENIOR LIVING & PARTICIPATING EMPLOYERS RETIREMENT SAVINGS PLAN401(k)$1.4M7682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRILOGY SENIOR LIVING LLC HEALTH & WELFARE PLANFully insuredBLUECROSS BLUESHIELD OF TEXAS$2.2M7342025
Retirement plans
Welfare plans
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