Benefits broker of record · CONSHOHOCKEN, PA
TRION GROUP
TRION GROUP of CONSHOHOCKEN, PA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of TRION GROUP.
Book profile
TRION GROUP brokers 3 insured contracts for 3 employers, across 2 states, led by AZ, PA.
ACE AMERICAN INSURANCE COMPANY writes the most contracts in the book (2, about 67%); METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| INTEL CORPORATION | CHANDLER, AZ | ACE AMERICAN INSURANCE COMPANY | Jan 1FY2024 |
| INTEL CORPORATION | CHANDLER, AZ | ACE AMERICAN INSURANCE COMPANY | Jan 1FY2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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