Trinity Benefit Advisors
King Of Prussia, PA
Trinity Benefit Advisors of King Of Prussia, PA is the broker of record on 4 Form 5500 Schedule A filings covering 1 employer benefit plans, with $55,727 in reported broker commissions (plan year 2024).
Quick answer
Trinity Benefit Advisors (King Of Prussia, PA) is the broker of record for 1 employer benefit plan sponsor on 4 Form 5500 Schedule A filings, plan year 2024.
- How many employer clients does Trinity Benefit Advisors have?
- Trinity Benefit Advisors is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Trinity Benefit Advisors's largest employer clients?
- By plan participants, the largest include Bryn Mawr Medical Specialists Association (268 participants).
- How much does Trinity Benefit Advisors earn in commissions?
- Insurers reported $55,727 in broker commissions and $9,219 in fees paid to Trinity Benefit Advisors for plan year 2024, per Schedule A Part 1.
- Where is Trinity Benefit Advisors located?
- Trinity Benefit Advisors is based in King Of Prussia, PA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Trinity Benefit Advisors on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Bryn Mawr Medical Specialists Association | PA | 268 | 2019-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.