Trinity Health
Overview
Trinity Health sponsors a self-funded health plan that covered 2,295 participants in plan year 2025, up 7% 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
- 2,295 · prior year 2,143
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Trinity Health Group Health Benefit Plan, plan 501 (2,295 participants)
- Broker compensation
- $350K 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 |
|---|---|---|---|---|
| American Heritage Life Insurance Company | Life | 682 | $894K | $139K |
| The Lincoln National Life Insurance Company | Life, Short-term disability, Long-term disability | 2,017 | $696K | $165K |
| Reliance Standard Life Insurance Company | Life, Short-term disability, Long-term disability | 2,035 | $194K | $29K |
| Metropolitan Life Insurance Company | Vision | 3,030 | $190K | $17K |
| ComPsych Corporation | Employee Assistance Program | 2,295 | $30K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,295 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 Health
- Sponsor EIN
- 45-0226558
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 45-0226558 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Triniplus Retirement Plan
- Type
- 401(k) plan
- Participants
- 3,802
About this data
Source: Trinity Health'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 Health.


