How many benefit plans does Trinity Management, LLC report on Form 5500?

Trinity Management, LLC (EIN 80-0768823) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Trinity Management, LLC?

The Employer Identification Number (EIN) reported for Trinity Management, LLC is 80-0768823.

What is the latest Form 5500 filing year for Trinity Management, LLC?

The latest loaded Form 5500 filing year for Trinity Management, LLC is 2023.

Trinity Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trinity Management, LLC (EIN 80-0768823) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 80-0768823
Location: Boston, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,701,974
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,701,974

Contributions & income

Employer contributions: $322,035
Participant contributions: $662,636
Total income / additions: $2,107,242

Expenses & distributions

Benefits paid / distributions: $663,306
Total expenses: $670,626
Net increase / (decrease): $1,436,616

Coverage

Total reported participants: 477
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Trinity Management, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Trinity Management, LLC 401(K) Plan	001	255	$7,701,974	2023
Trinity Management, LLC Group Health & Welfare Plan	501	222	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trinity Management, LLC
Year	Plan	Participants	Schedules	Filing
2023	Trinity Management, LLC Group Health & Welfare Plan	222	—	20240725143509NAL0014271089001
2023	Trinity Management, LLC 401(K) Plan	255	H, C	20240910081649NAL0003349763001