How big is Trinity Insurance & Financial Services, Inc.'s plan?

Trinity Insurance & Financial Services, Inc.'s plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250821174439NAL0004505921001

Trinity Insurance & Financial Services, Inc.

Name: Trinity Insurance & Financial Services, Inc. — Form 5500 Plan 002 (2024)
Creator: Trinity Insurance & Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trinity Insurance & Financial Services Cash Balance Plan

Defined-benefit pension plan · Trinity Insurance & Financial Services, Inc.'s Trinity Insurance & Financial Services Cash Balance Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Trinity Insurance & Financial Services, Inc.'s EIN is 27-2475370.

EIN 27-2475370

Plan number 002

Plan year 2024

ACK ID 20250821174439NAL0004505921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trinity Insurance & Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Insurance & Financial Services, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRINITY INSURANCE & FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score