Form 5500 · Employee benefit plan · CHARLOTTE, NC
TRIFECTA SERVICES COMPANY
TRIFECTA SERVICES COMPANY of CHARLOTTE, NC files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PAN AMERICAN LIFE. Coverage is written through 90 DEGREES and 2 other carriers. The plan's most recent policy period ended in January.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2426047 · plan 501 · plan year 2025, filed Oct 15, 2025
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How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with 90 DEGREES, covers 67 people.
Reported premium across the insured contracts is $1,019,352, with $412,718 in disclosed broker commissions — about 40% of premium.
The health contract's policy period ended in January, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.
PAN AMERICAN LIFE is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing, including 90 DEGREES, SUN LIFE ASSURANCE COMPANY OF CANADA and CONTINENTAL AMERICAN INSURANCE COMPANY. 90 DEGREES writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| 90 DEGREES | Health | 67 | Feb 1, 2025 | $798,317 | $383,528 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Dental, Vision, Life, Disability | 164 | Feb 1, 2025 | $197,053 | $21,561 |
| CONTINENTAL AMERICAN INSURANCE COMPANY | — | 42 | Jan 1, 2025 | $23,982 | $7,629 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 225 employees, 2 recordable cases, 19 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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