Plan Ledger DOL Form 5500 · updated monthly

Trilogy Financial Services, Inc.benefits

Trilogy Financial Services, Inc. Group Benefits Plan · IRVINE, CA · plan year 2025

Broker compensation reported · 2025
$8,598

Trilogy Financial Services, Inc.'s benefits plans covered 163 active participants in 2025, providing health · life. Insurance brokers and agents were paid $8,598 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $53 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 95% from $4,407 in 2024.

Insurance contracts · 20251
METROPOLITAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 163 covered
Brokers & agents paid · 20253
BENEFIT STRATEGY PARTNERS LLC$6,885
CENTRO BENEFITS RESEARCH LLC$1,545 · incl $306 fees
DIGITAL INSURANCE LLC$168 · incl $155 fees

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 330845526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.