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Sponsor portfolioWelfare / HealthEIN 75-1685884

TRINITY CONSULTANTS, INC.

12700 PARK CENTRAL DRIVE, SUITE 600 · DALLAS, TX 75251
9726618100
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,995
No prior year
Total participants
1,444
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.4M
TRINITY CONSULTANTS, INC. WRAP PLAN
Mixed1,995 covered·4 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #505$0
TRINITY CONSULTANTS, INC. FLEXIBLE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$806K26.6%
Vision$806K26.6%
Other$596K19.7%
Life$411K13.6%
Long-term disability$411K13.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$806K57.5%111,253
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$570K40.6%121,437
HEALTH ADVOCATE SOLUTIONS, INC.
EIN 233080019
Oth
$26K1.9%111,995

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCLOS ANGELES, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY$73K$25K$98K97.5%1
HIGGINBOTHAM INS AGENCY INCFORT WORTH, TXUNUM INSURANCE COMPANY$2K$498$2K2.5%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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