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Form 5500 · Employee benefit plan · RADNOR, PA

TRIUMPH GROUP, INC.

The filing calls this plan TRIUMPH GROUP, INC. WELFARE PLAN.

Public Form 5500 records show how TRIUMPH GROUP, INC. of RADNOR, PA, a manufacturing employer, structures its employee benefits. Its broker of record is AON INSURANCE AGENCY LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 14 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0347963 · plan 502 · plan year 2025, filed Jul 24, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

2,778 other employer plans in Pennsylvania have policy years ending in December. 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.

All participants at the start of the year
2,120
Active at start of year
2,075
Active at end of year
1,792
Disclosed commissions
$729,525
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — AETNA LIFE INSURANCE COMPANY813 of 2,120 participants (38%) on the largest contract
Dentalinsured — AETNA LIFE INSURANCE COMPANY813 of 2,120 participants (38%) on the largest contract
Visioninsured — VISION SERVICE PLAN854 of 2,120 participants (40%) on the largest contract
Lifeinsured — HARTFORD LIFE AND ACCIDENT1,980 of 2,120 participants (93%)
Disabilitydeclared, no contract here says it covers this

2 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.

Also declared: other welfare.

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 23 insured contracts covering health, dental, vision and life; the largest, with AETNA LIFE INSURANCE COMPANY, covers 813 people.

The filing declares health, dental, vision, life and disability. Disability appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 2 contracts here that do not say what they cover.

Reported premium across the insured contracts is $34,584,506, with $729,525 in disclosed broker commissions — about 2.1% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

AON INSURANCE AGENCY LLC is the broker of record on 16 of the 23 contracts; the rest name a different broker or none.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
INDEPENDENCE BLUE CROSSHealth816Jan 1, 2026$6,525,227$266,555
PRIORITY HEALTH INSURANCE COMPANYHealth299Jan 1, 2026$2,522,644$100,905
DELTA DENTAL OF PENNSYLVANIADental2,480Jan 1, 2026$1,229,394$98,340
HARTFORD LIFE AND ACCIDENTLife1,980Jan 1, 2026$1,339,432$65,000
KAISER FOUNDATION HEALTH PLAN INC (CA)Health165Jan 1, 2026$1,209,776$47,007
AETNA LIFE INSURANCE COMPANYHealth763Jan 1, 2026$190,792$46,420
VISION SERVICE PLANVision854Jan 1, 2026$183,755$18,349
AETNA LIFE INSURANCE COMPANYHealth, Dental813Jan 1, 2026$8,307,976$16,027
UNITEDHEALTHCARE INSURANCE COMPANYHealth4,591Jan 1, 2026$7,184,362$15,041
UNITEDHEALTHCARE INSURANCE COMPANYDental156Jan 1, 2026$151,845$11,844
KAISER FOUNDATION HEALTH PLAN OF WASHINGTONHealth30Jan 1, 2026$259,736$10,389
METROPOLITAN LIFE INSURANCE COMPANYDental, Vision208Jan 1, 2026$133,035$7,867
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth, Dental106Jan 1, 2026$86,246$6,838
METLIFE LEGAL PLANS—267Jan 1, 2026$60,599$6,022
EYEMED VISION CAREVision314Jan 1, 2026$37,799$3,298
HEALTH NETHealth10Jan 1, 2026$130,955$3,221
UNITEDHEALTHCARE INSURANCE COMPANYVision198Jan 1, 2026$32,407$3,197
GEISINGER QUALITY OPTIONS, INC.Health2Jan 1, 2026$43,185$1,727
EYEMED VISION CAREVision185Jan 1, 2026$10,993$998
EYEMED VISION CAREVision287Jan 1, 2026$4,497$398
EYEMED VISION CAREVision20Jan 1, 2026$1,075$82
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth268Jan 1, 2026$4,233,635$0
HARTFORD LIFE AND ACCIDENT—1,980Jan 1, 2026$705,141$0

Premium and claims on these contracts

INDEPENDENCE BLUE CROSS, contract 0001722127. For the contract year on this filing, the carrier reported $6,525,227 in premium earned and $5,581,602 in claims incurred. Dividing one by the other gives 86%.

KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, contract 8491600. For the contract year on this filing, the carrier reported $259,736 in premium earned and $0 in claims incurred. Dividing one by the other gives 0%.

  • INDEPENDENCE BLUE CROSS, contract 0001722127 reported $642,024 in retention.
  • KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, contract 8491600 reported $0 in retention.

Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.

Only experience-rated contracts report these figures, so most filings leave them blank.

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.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TRIUMPH GROUP, INC.
EIN 51-0347963

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

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Renewal calendar

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