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Benefits Intelligence/Broker Directory/North Carolina

Trinity Consulting, Inc.

Charlotte, NC

Trinity Consulting, Inc. of Charlotte, NC is the broker of record on 281 Form 5500 Schedule A filings covering 60 employer benefit plans across 6 states, with $7,334,957 in reported broker commissions (plan year 2022).

Employer clients
60
distinct plan sponsors
Schedule A filings
281
States served
6
Reported commissions
$7,334,957
plan year 2022
Reported fees
$1,208,968

Employer clients

Plan sponsors naming Trinity Consulting, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Hendrick Automotive GroupNC4,6712014-12-31
Security Finance Corporation Of SpartanburgSC3,4832012-04-30
Conbraco Industries, Inc.NC1,2892016-08-31
57 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.