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Sponsor portfolioWelfare / HealthEIN 47-2426047
TRIFECTA SERVICES COMPANY
1722 TOTAL STREET · CHARLOTTE, NC 28206
7049001977
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
164
No prior year
Total participants
164
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 | $798K | 28.5% | |
| Prescription drug | $798K | 28.5% | |
| Other | $221K | 7.9% | |
| Dental | $197K | 7.0% | |
| Vision | $197K | 7.0% | |
| Life | $197K | 7.0% | |
| Short-term disability | $197K | 7.0% | |
| Long-term disability | $197K | 7.0% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 122345678 | HRx | $798K | 78.3% | 1 | 1 | 67 |
EIN 381082080 | DVLSTDLTDOth | $197K | 19.3% | 1 | 1 | 164 |
EIN 570514130 | Oth | $24K | 2.4% | 1 | 1 | 42 |
Broker overview
9 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| PAN-AMERICAN LIFE | MINNEAPOLIS, MN | 90 DEGREES | $309K | $0 | $309K | 74.9% | 1 |
| MARSH & MCLENNAN AGENCY LLC | ATLANTA, GA | CONTINENTAL AMERICAN INSURANCE COMPANY, 90 DEGREES, SUN LIFE ASSURANCE COMPANY OF CANADA | $70K | $0 | $70K | 16.9% | 1 |
| CORPORATE SYNERGIES GROUP LLC | CHARALOTTE, NC | 90 DEGREES | $30K | $0 | $30K | 7.2% | 1 |
| JENNIFER CARNAHAN | KENNESAW, GA | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 0.4% | 1 |
| DARYL PERRY | ACWORTH, GA | CONTINENTAL AMERICAN INSURANCE COMPANY | $1K | $0 | $1K | 0.3% | 1 |
| MICHELLE CAROLYN FLORES-METCALFE | KENNESAW, GA | CONTINENTAL AMERICAN INSURANCE COMPANY | $749 | $0 | $749 | 0.2% | 1 |
| DANIEL E ZECKMAN | CANTON, GA | CONTINENTAL AMERICAN INSURANCE COMPANY | $453 | $0 | $453 | 0.1% | 1 |
| JOHN P KOWN II | MARIETTA, GA | CONTINENTAL AMERICAN INSURANCE COMPANY | $447 | $0 | $447 | 0.1% | 1 |
| ANGELICA SAMANIEGO | HAMPTON, GA | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | $0 | $21 | 0.0% | 1 |
History & trajectory
3 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