Trinity Consultants, Inc.
Overview
Trinity Consultants, Inc. sponsors a self-funded health plan that covered 1,436 participants in plan year 2025, up 12% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,436 · prior year 1,282
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Trinity Consultants, Inc. Wrap Plan, plan 502 (1,436 participants)
- Broker compensation
- $100K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| The Guardian Life Insurance Company of America | Dental, Vision | 1,253 | $806K | $13K |
| Unum Life Insurance Company of America | Life, Long-term disability | 1,437 | $411K | $50K |
| Unum Insurance Company | Accident, Critical Illness, Hospital | 397 | $159K | $37K |
| Health Advocate Solutions, Inc. | Employee Assistance Program | 1,995 | $26K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,436 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Trinity Consultants, Inc.
- Sponsor EIN
- 75-1685884
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 75-1685884 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Trinity Consultants, Inc. Capital Accumulation Plan and Trust
- Type
- 401(k) plan
- Participants
- 2,676
About this data
Source: Trinity Consultants, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Trinity Consultants, Inc..