Open any plan below to see its carriers, broker commissions and premiums.
Solo shows those sections on each welfare plan. Your first month is $4.99.
Sponsor portfolioWelfare / HealthEIN 90-0440051
TRILOGY SENIOR LIVING LLC
1921 CORPORATE DRIVE, SUITE 101 · SAN MARCOS, TX 78666
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
734
No prior year
Total participants
734
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 | $1.8M | 30.7% | |
| Prescription drug | $1.8M | 30.7% | |
| Dental | $435K | 7.6% | |
| Life | $435K | 7.6% | |
| Short-term disability | $435K | 7.6% | |
| Long-term disability | $435K | 7.6% | |
| Other | $435K | 7.6% | |
| Vision | $44K | 0.8% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | HRx | $1.8M | 78.6% | 1 | 1 | 230 |
EIN 381082080 | DLSTDLTDOth | $435K | 19.4% | 1 | 1 | 734 |
EIN 061227840 | V | $44K | 2.0% | 1 | 1 | 209 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SCHAUMBURG, IL | VISION SERVICE PLAN, BLUECROSS BLUESHIELD OF TEXAS, SUN LIFE ASSURANCE COMPANY OF CANADA | $124K | $21K | $145K | 77.0% | 1 |
| JENNON CARUTH | EDEN PRAIRIE, MN | SUN LIFE ASSURANCE COMPANY OF CANADA | $36K | $0 | $36K | 19.0% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | ROLLING MEADOWS, IL | VISION SERVICE PLAN, SUN LIFE ASSURANCE COMPANY OF CANADA | $4K | $0 | $4K | 2.1% | 1 |
| GCG FINANCIAL LLC | NEW YORK, NY | SUN LIFE ASSURANCE COMPANY OF CANADA | $392 | $3K | $4K | 1.9% | 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