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Sponsor portfolioWelfare / HealthEIN 47-3502827

SAR TRILOGY MANAGEMENT, LLC

1 AVIATION WAY · ATLANTA, GA 30341
4706329699
Plans filed
1
Years active
2025–2025
Industry
NAICS 11
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
242
No prior year
Total participants
186
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
SAR TRILOGY MANAGEMENT, LCC HEALTH AND WELFARE BENEFITS PLAN
Fully insured242 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M23.5%
Dental$1.2M23.5%
Vision$1.2M23.5%
Prescription drug$1.2M23.5%
Other$84K1.6%
Life$73K1.4%
Short-term disability$73K1.4%
Long-term disability$73K1.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDV
$1.2M93.4%11242
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$73K5.7%11192
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$11K0.9%1178

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCATLANTA, GAUNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$59K$84$59K73.5%1
MARSH & MCLENNAN AGENCY LLCCHARLOTTE, NCHARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY$12K$5K$17K21.0%1
GIS BENEFITS INCMORRIS, ILHARTFORD LIFE AND ACCIDENT, METROPOLITAN LIFE INSURANCE COMPANY$524$4K$4K5.5%1

Policy details

Latest year, by plan
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