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Sponsor portfolioWelfare / HealthEIN 23-2721084

TRIFECTA TECHNOLOGIES, INC.

5585 HAMILTON BLVD. SUITE C BOX 107 · ALLENTOWN, PA 18106
6105307200
Plans filed
1
Years active
2025–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$232K
No prior year
Persons covered
54
No prior year
Total participants
44
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$232K
TRIFECTA TECHNOLOGIES, INC. EMPLOYEE BENEFIT PLAN (501)
Mixed54 covered·4 carriers
Primary: AVALON INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$170K72.2%
Other$26K10.9%
Dental$23K9.8%
Long-term disability$9K3.8%
Life$4K1.7%
Vision$4K1.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AVALON INSURANCE COMPANY
EIN 760801682
SL
$170K73.4%1133
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$35K15.0%1744
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
D
$23K10.0%1133
CAPITAL ADVANTAGE ASSURANCE COMPANY
EIN 455492167
V
$4K1.6%1154

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BSI CORPORATE BENEFITS LLCSOTHFIELD, MICAPITAL ADVANTAGE ASSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$6K$3K$9K82.5%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJUNITED OF OMAHA LIFE INSURANCE COMPANY$99$2K$2K17.5%1

Policy details

Latest year, by plan
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