Plan Ledger DOL Form 5500 · updated monthly

Trilogy Management Servicesbenefits

Trilogy Management Services,Llc Employee Welfare Benefits Plan · LOUISVILLE, KY · plan year 2024

Broker compensation reported · 2024
$670,901

Trilogy Management Services's benefits plans covered 11,738 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $2,701. Insurance brokers and agents were paid $670,901 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 24839.0% of premiums. That is $57 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 37% from $1,065,999 in 2023.

Insurance contracts · 20242
GUARDIAN LIFE INSURANCE COMPANY · dental vision life std ltdpremiums n/a · 11,738 covered
Brokers & agents paid · 20241
CBI HOLDINGS, LLC$670,901
Also brokered by Cbi Holdings, LLC2

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 320381871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.