Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 04-3622615
THE TRI-M GROUP, LLC
206 GALE LANE · KENNETT SQUARE, PA 19348
6104441000
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 42
- Latest filing
- 2025
Total premiums (latest)
$443K
No prior year
Persons covered
480
No prior year
Total participants
472
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $392K | 26.6% | |
| Life | $343K | 23.3% | |
| Short-term disability | $343K | 23.3% | |
| Long-term disability | $343K | 23.3% | |
| Vision | $51K | 3.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | LSTDLTDOth | $343K | 77.5% | 1 | 1 | 472 |
EIN 061227840 | V | $51K | 11.5% | 1 | 1 | 400 |
EIN 822723296 | Oth | $39K | 8.8% | 1 | 1 | 35 |
EIN 331206383 | Oth | $9K | 2.0% | 1 | 1 | 480 |
EIN 060383750 | Oth | $903 | 0.2% | 1 | 1 | 472 |
Broker overview
8 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AFLAC, VISION SERVICE PLAN | $54K | $8K | $62K | 93.6% | 1 |
| KANDIS PERRY | MILLERSVILLE, MD | AFLAC | $2K | $0 | $2K | 2.5% | 1 |
| MATTHEW W EVANS | MILLERSVILLE, MD | AFLAC | $668 | $0 | $668 | 1.0% | 1 |
| MELISSA S LYNCH | ARNOLD, MD | AFLAC | $659 | $0 | $659 | 1.0% | 1 |
| MORGAN STANLEY INS SERVICES INC | JERSEY CITY, NJ | AFLAC | $476 | $0 | $476 | 0.7% | 1 |
| CAROLINE D MORNINGSTAR | ELLICOTT CITY, MD | AFLAC | $324 | $0 | $324 | 0.5% | 1 |
| SVETLANA ZEITLIN | CHURCHVILLE, PA | AFLAC | $293 | $0 | $293 | 0.4% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | STATEN ISLAND, NY | HARTFORD FIRE INSURANCE COMPANY | $0 | $185 | $185 | 0.3% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan