Form 5500 · Employee benefit plan · NEW LENOX, IL
TRINITY SERVICES INC.
The filing calls this plan TRINITY SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN.
TRINITY SERVICES INC. of NEW LENOX, IL insures health, dental, vision and life coverage for its employees, per Schedule A of its Form 5500. Its broker of record is BENEFIT SOLUTION MANAGER LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 1 other carrier. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2194838 · plan 501 · plan year 2025, filed Apr 24, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
149 other employer plans in Illinois have policy years ending in May. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 and life; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 627 people.
Reported premium across the insured contracts is $6,030,505, with $269,188 in disclosed broker commissions — about 4.5% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
BENEFIT SOLUTION MANAGER LLC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Two carriers split the book: BLUECROSS BLUESHIELD OF ILLINOIS and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health | 627 | Jun 1, 2025 | $5,638,956 | $236,789 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life | 564 | Jun 1, 2025 | $367,835 | $29,789 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life | 934 | Jun 1, 2025 | $23,714 | $2,610 |
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: 1,262 employees, 40 recordable cases, 492 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
Subscribers see how this compares with similar plans in Illinois. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices
Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.
Renewal calendar
149 other employer plans in Illinois are June 1 renewals (policy year ends May).
Their policy years end in May, like this plan’s, so most renew June 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both
More employer plans in Illinois — largest plans, brokers, carriers and renewal months.