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Sponsor portfolioWelfare / HealthEIN 33-0845526
TRILOGY FINANCIAL SERVICES, INC.
2601 MAIN STREET, SUITE 100 · IRVINE, CA 92614
9492218105
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$37K
No prior year
Persons covered
163
No prior year
Total participants
163
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $37K | 16.7% | |
| Vision | $37K | 16.7% | |
| Life | $37K | 16.7% | |
| Short-term disability | $37K | 16.7% | |
| Long-term disability | $37K | 16.7% | |
| Other | $37K | 16.7% |
Carrier overview
1 carrier · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | DVLSTDLTDOth | $37K | 100.0% | 1 | 1 | 163 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BENEFIT STRATEGY PARTNERS, LLC | BEVERLY, MA | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $0 | $7K | 80.1% | 1 |
| CENTRO BENEFITS RESEARCH LLC | KIRKWOOD, MO | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $306 | $2K | 18.0% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | METROPOLITAN LIFE INSURANCE COMPANY | $13 | $155 | $168 | 2.0% | 1 |
History & trajectory
5 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