Plan Ledger DOL Form 5500 · updated monthly

Trilogy Senior Living LLCbenefits

Trilogy Senior Living LLC Health & Welfare Plan · SAN MARCOS, TX · plan year 2025

Broker compensation reported · 2025
$188,120

Trilogy Senior Living LLC's benefits plans covered 734 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $188,120 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $256 per covered person, above the median for employer plans that report broker pay. Broker pay fell 12% from $213,474 in 2024.

Insurance contracts · 20253
BLUECROSS BLUESHIELD OF TEXAS · health drugpremiums n/a · 230 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · dental life std ltdpremiums n/a · 734 covered
VISION SERVICE PLAN · visionpremiums n/a · 209 covered
Brokers & agents paid · 20255
MARSH & MCLENNAN AGENCY, LLC$144,849 · incl $20,947 fees
JENNON CARUTH$35,803
ALERA GROUP, INC.$3,202 · incl $3,202 fees
AN ALERA GROUP COMPANY$392
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 900440051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.