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Sponsor portfolioWelfare / HealthEIN 26-0015608

TRINITY MANAGEMENT, INC.

111 1ST AVENUE EAST · ONEONTA, AL 35121
2056255049
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
531
No prior year
Total participants
441
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$3.2M
TRINITY MANAGEMENT, INC. GROUP HEALTH AND WELFARE WRAP PLAN
Fully insured531 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF ALABAMA
Plan #501$2.3M
TRINITY MANAGEMENT, INC. GROUP HEALTH AND WELFARE WRAP PLAN
Fully insured316 covered·2 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.2M33.5%
Health$2.8M29.4%
Prescription drug$2.0M21.0%
Dental$388K4.0%
Vision$388K4.0%
Life$388K4.0%
Short-term disability$388K4.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxOth
$2.8M88.0%12531
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDOth
$388K12.0%11441

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CONNIE M DAVISBIRMINGHAM, ALTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$43K$0$43K100.0%1

History & trajectory

11 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
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