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Original filing (PDF)20241118154746NAL0000872323001
TRITON MANAGEMENT GROUP
Form 5500
FILING_RECEIVED
TRITON MANAGEMENT GROUP PREMIUM ONLY PLAN
Health & welfare plan
Signals · 1
Late filing · 8.1 mo
Active participants
76
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 8.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRITON MANAGEMENT GROUP.
Plan sponsor
Name
TRITON MANAGEMENT GROUP
EIN
20-2225859
Address
6925 HALCYON PARK DRIVE, SUITE C · MONTGOMERY, AL · 36117
Phone
(334) 281-0052
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2022
Plan year begin
2022-05-01
Tax period
2023-04-30
Filed
2024-11-18
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4R · Unfunded, Fully Insured, or Combination
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF AL | 63-0103830 | BIRMINGHAM, AL | ASO CONTRACT | $89K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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