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Sponsor portfolioWelfare / HealthEIN 81-4330465
TRIO HEALTHCARE SERVICES
555 NORTH POINT CENTER EAST · ALPHARETTA, GA 30022
7704565814
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
665
No prior year
Total participants
510
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 | $3.3M | 22.9% | |
| Dental | $3.3M | 22.9% | |
| Vision | $3.3M | 22.9% | |
| Prescription drug | $3.3M | 22.9% | |
| Other | $383K | 2.6% | |
| Life | $312K | 2.1% | |
| Short-term disability | $275K | 1.9% | |
| Long-term disability | $275K | 1.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | HRxDV | $3.3M | 88.8% | 1 | 1 | 665 |
EIN 060838648 | LSTDLTDOth | $275K | 7.4% | 1 | 1 | 518 |
EIN 360792925 | Oth | $106K | 2.8% | 1 | 1 | 178 |
EIN 041106240 | L | $37K | 1.0% | 1 | 1 | 82 |
EIN 382686158 | Oth | $2K | 0.1% | 1 | 1 | 566 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | ATLANTA, GA | HARTFORD LIFE AND ACCIDENT, UNITEDHEALTHCARE INSURANCE COMPANY | $164K | $9K | $173K | 73.3% | 1 |
| ACCRETIVE ENROLLMENT SERVICES LLC | LYNCHBURG, VA | TRUSTMARK INSURANCE COMPANY, BOSTON MUTUAL LIFE INSURANCE COMPANY | $62K | $0 | $62K | 26.3% | 1 |
| BENEFICIAL ASSOCIATES, INC. | FOREST, VA | BOSTON MUTUAL LIFE INSURANCE COMPANY | $875 | $0 | $875 | 0.4% | 1 |
| AHA FINANCIAL SOLUTIONS, INC. | CHICAGO, IL | BOSTON MUTUAL LIFE INSURANCE COMPANY | $27 | $0 | $27 | 0.0% | 1 |
History & trajectory
9 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