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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.

Benefits broker of record
Insurance carrier
Plan renews
January

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-2426047 · plan 501 · as of Jul 2026

Participants
149
Carriers on file
3
Disclosed commissions
$412,718
Renewal month
January

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
90 DEGREESHealth67January$383,528
SUN LIFE ASSURANCE COMPANY OF CANADADental, Vision, Life, Disability164January$21,561
CONTINENTAL AMERICAN INSURANCE COMPANY42December$7,629

Questions

Who is TRIFECTA SERVICES COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, TRIFECTA SERVICES COMPANY's broker of record is PAN AMERICAN LIFE.

What insurance carrier does TRIFECTA SERVICES COMPANY use?

TRIFECTA SERVICES COMPANY's benefit plan is written through 90 DEGREES, among 3 disclosed carriers.

When does TRIFECTA SERVICES COMPANY's group plan renew?

The most recent Schedule A policy period for TRIFECTA SERVICES COMPANY ended in January. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRIFECTA SERVICES COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.