Plan Ledger DOL Form 5500 · updated monthly

Trifecta Services Companybenefits

Trifecta Services Company · CHARLOTTE, NC · plan year 2024

Broker compensation reported · 2024
$412,719

Trifecta Services Company's benefits plans covered 164 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $412,719 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $2,517 per covered person, in the top 10% of employer plans that report broker pay. Brokers were paid 7.0x the $58,766 reported for 2023.

Insurance contracts · 20243
SUN LIFE ASSURANCE COMPANY OF CANADA · dental vision life std ltdpremiums n/a · 164 covered
90 DEGREES · health drug ppopremiums n/a · 67 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 42 covered
Brokers & agents paid · 20247
PAN AMERICAN LIFE$309,041
CORPORATE BENEFITS SERVICE$29,511
PALMER & CAY, LLC$69,622
JENNIFER N. CARNAHAN$1,533
DARYL EDWARD PERRY$1,342
ANGELICA SAMANIEGO AND OTHER AGENTS$21
3 individual agents · names withheld$1,649

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 472426047 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.