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Sponsor portfolioWelfare / HealthEIN 30-0284706
TRINITY PARTNERS, LLC.
230 THIRD AVENUE · WALTHAM, MA 024517528
7814877300
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$9.1M
No prior year
Persons covered
963
No prior year
Total participants
659
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 |
|---|---|---|---|
| Health | $8.8M | 49.0% | |
| Dental | $8.8M | 48.9% | |
| Long-term disability | $107K | 0.6% | |
| Short-term disability | $92K | 0.5% | |
| Other | $77K | 0.4% | |
| Life | $54K | 0.3% | |
| Vision | $48K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 041045815 | HD | $8.8M | 96.2% | 1 | 1 | 963 |
EIN 231503749 | LSTDLTDOth | $276K | 3.0% | 1 | 4 | 811 |
EIN 430949844 | V | $48K | 0.5% | 1 | 1 | 753 |
EIN 362739571 | H | $25K | 0.3% | 1 | 1 | 6 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $145K | $45K | $190K | 92.3% | 1 |
| THE NIA GROUP | CONSHOHOCKEN, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $13K | $13K | 6.4% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MDWS, IL | UNITEDHEALTHCARE INSURANCE COMPANY | $3K | $0 | $3K | 1.2% | 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