Form 5500 · Employee benefit plan · LOUISVILLE, KY
TRILOGY MANAGEMENT SERVICES
TRILOGY MANAGEMENT SERVICES of LOUISVILLE, KY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CBI HOLDINGS, LLC. Coverage is written through GUARDIAN LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 32-0381871 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| GUARDIAN LIFE INSURANCE COMPANY | Dental, Vision, Life, Disability | 11,738 | December | $670,901 |
| DELTA DENTAL OF KENTUCKY | Dental | 0 | December | $0 |
Questions
Who is TRILOGY MANAGEMENT SERVICES's benefits broker?
Per its most recent Form 5500 Schedule A, TRILOGY MANAGEMENT SERVICES's broker of record is CBI HOLDINGS, LLC.
What insurance carrier does TRILOGY MANAGEMENT SERVICES use?
TRILOGY MANAGEMENT SERVICES's benefit plan is written through GUARDIAN LIFE INSURANCE COMPANY, among 2 disclosed carriers.
When does TRILOGY MANAGEMENT SERVICES's group plan renew?
The most recent Schedule A policy period for TRILOGY MANAGEMENT SERVICES ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRILOGY MANAGEMENT SERVICES's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.