How many employer clients does Trinity Pension Group, LLC have?

Trinity Pension Group, LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.

Who are Trinity Pension Group, LLC's largest employer clients?

By plan participants, the largest include Smith Chason College, Inc. (411 participants), Old Edwards Hospitality Group, LLC (289 participants) and Crg Corporation (178 participants).

How much does Trinity Pension Group, LLC earn in commissions?

Insurers reported $225 in broker commissions and $23,971 in fees paid to Trinity Pension Group, LLC for plan year 2025, per Schedule A Part 1.

Where is Trinity Pension Group, LLC located?

Trinity Pension Group, LLC is based in Jamestown, NC and has employer clients in 3 states.

Benefits Intelligence/Broker Directory/North Carolina

Trinity Pension Group, LLC

Jamestown, NC

Trinity Pension Group, LLC of Jamestown, NC is the broker of record on 9 Form 5500 Schedule A filings covering 5 employer benefit plans across 3 states, with $225 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$225

plan year 2025

Reported fees

$23,971

Quick answer

Trinity Pension Group, LLC (Jamestown, NC) is the broker of record for 5 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Trinity Pension Group, LLC have?: Trinity Pension Group, LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 3 states.
Who are Trinity Pension Group, LLC's largest employer clients?: By plan participants, the largest include Smith Chason College, Inc. (411 participants), Old Edwards Hospitality Group, LLC (289 participants) and Crg Corporation (178 participants).
How much does Trinity Pension Group, LLC earn in commissions?: Insurers reported $225 in broker commissions and $23,971 in fees paid to Trinity Pension Group, LLC for plan year 2025, per Schedule A Part 1.
Where is Trinity Pension Group, LLC located?: Trinity Pension Group, LLC is based in Jamestown, NC and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Trinity Pension Group, LLC 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
Smith Chason College, Inc.	CA	411	2025-12-31
Old Edwards Hospitality Group, LLC	NC	289	2025-12-31
Crg Corporation	NC	178	2025-12-31

2 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.