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Sponsor portfolio

TRILOGY HEALTH LLC

EIN 93-4830031-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
1
$3.7M assets
Welfare
2
$362K premiums
Participants
264
718 MEDICAL CENTER DRIVE - EASTMAN, GA 31023478-374-6662
Plans on this EIN
3 filings
#001401k-$3.7M - 145 part#501Self Funded-$198K - 25 lives#502Mixed-$163K - 94 lives

Benefits portfolio analytics

2 plans / $362K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$198K
  • Other$163K
  • Life$5K
Total $362K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • HM LIFE INSURANCE COMPANY55%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
Total $362K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CAPSTONE HIRE BENEFITS CONSULTING100%
Total $28K1 slice

Plan deep-dives

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

TRILOGY HEALTH

401k

Assets$3.7M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRILOGY HEALTH LLC EMPLOYEE BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$198K
Covered lives25
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TRILOGY HEALTH LLC GROUP INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$163K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRILOGY HEALTH401k$3.7M1452025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRILOGY HEALTH LLC EMPLOYEE BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$198K252025
502TRILOGY HEALTH LLC GROUP INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$163K942025
Retirement plans
Welfare plans
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