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Sponsor portfolioWelfare / HealthEIN 58-1524431

TRIMONT LLC

TWO ALLIANCE CENTER · ATLANTA, GA 30326
4044205600
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.8M
No prior year
Persons covered
712
No prior year
Total participants
734
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.8M
TRIMONT REAL ESTATE ADVISORS LLC EMPLOYEE BENEFIT PLAN
Fully insured712 covered·3 carriers
Primary: UNUM INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$842K20.7%
Life$684K16.8%
Dental$601K14.8%
Vision$601K14.8%
Short-term disability$482K11.9%
Long-term disability$482K11.9%
Health$375K9.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
DVLSTDLTDOth
$1.4M79.4%16712
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$375K20.6%1246

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAUNUM INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA$142K$20K$162K50.8%1
M3 INSURANCE SOLUTIONS INCATLANTA, GAUNUM INSURANCE COMPANY$74K$12K$86K27.0%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOUNUM INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$0$41K$41K12.9%1
CETRO BEEFITS RESEARCH LLCKIRKWOOD, MOUNUM INSURANCE COMPANY$0$30K$30K9.4%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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