Trinity University
Overview
Trinity University sponsors a self-funded health plan that covered 833 participants in plan year 2025, down 2% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 833 · prior year 852
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Trinity University Welfare Benefit Plan, plan 509 (833 participants); Trinity University Retirement Healthcare Savings Program, plan 506 (620 participants)
- Stop-loss carrier
- HM Life Insurance Company
- Broker compensation
- $112K 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 |
|---|---|---|---|---|
| Unum Life Insurance Company of America | Life, Long-term disability | 831 | $575K | $48K |
| HM Life Insurance Company | Stop-loss | 574 | $550K | — |
| Delta Dental Insurance Company | Dental | 449 | $34K | $34K |
| ComPsych Corporation | Mental Health | 780 | $23K | $23K |
| Humana Insurance Company | Vision | 426 | $5K | $5K |
| Alpha Dental Program, Inc. | Dental | 126 | $3K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 833 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 University
- Sponsor EIN
- 74-1109633
- Plan numbers
- 509, 506
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 74-1109633 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Trinity University 403(b) Retirement Plan
- Type
- Defined contribution plan
- Participants
- 1,975
About this data
Source: Trinity University'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 University.