Benefits brokerage · 2 offices
TRION GROUP
TRION GROUP is named as the broker of record on 41 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| KING OF PRUSSIA | PA | 38 |
| CONSHOHOCKEN | PA | 3 |
Book profile
TRION GROUP brokers 41 insured contracts for 32 employers, across 13 states, led by FL, PA, TX.
Health is the largest line (10 contracts), followed by disability (10), life (4), dental (2).
AMERICAN HERITAGE LIFE INSURANCE COMPANY writes the most contracts in the book (17, about 41%); LIFE INSURANCE COMPANY OF NORTH AMERICA, AMERICAN FIDELITY ASSURANCE COMPANY, SECURIAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 73% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 10 · disability 10 · life 4 · dental 2 · vision 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| PENNSYLVANIA AUTOMOTIVE ASSOCIATION | HARRISBURG, PA | KING OF PRUSSIA, PA | AMERICAN FIDELITY ASSURANCE COMPANY | Jan 1FY2025 |
| ARAMARK SERVICES, INC. | PHILADELPHIA, PA | KING OF PRUSSIA, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
| TRANE U.S. INC. | DAVIDSON, NC | KING OF PRUSSIA, PA | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2024 |
| PENNSYLVANIA AUTOMOTIVE ASSOCIATION | HARRISBURG, PA | KING OF PRUSSIA, PA | AMERICAN FIDELITY ASSURANCE COMPANY | Jan 1FY2025 |
| SAFELITE GROUP, INC. | COLUMBUS, OH | KING OF PRUSSIA, PA | AMERICAN HERITAGE LIFE INSURANCE COMPANY | Jan 1FY2024 |
more employers in TRION GROUP's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)