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Original filing (PDF)20250924145503NAL0003090323001
TRINITY REHAB, LLC
Form 5500
FILING_RECEIVED
TRINITY REHAB, LLC WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed7 service providers
Active participants
127
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 TRINITY REHAB, LLC.
Plan sponsor
Name
TRINITY REHAB, LLC
EIN
46-1529622
Address
113 SOUTH RAILROAD AVENUE · DUNN, NC · 28334
Phone
(910) 892-0027
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-24
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACS BENEFIT SERVICES, LLC | 56-1472467 | WINSTON SALEM, NC | NONE | $54K | — |
| EARL EUGENE BAIN JR | 24-4985935 | FAYETTEVILLE, NC | NONE | $21K | — |
| MARSH & MCLENNAN AGENCY LLC | 26-3237576 | RALEIGH, NC | NONE | $17K | — |
| VOLTAIRE HEALTH LLC | 46-2047081 | PLANO, TX | NONE | $15K | — |
| INOVA HEALTH CARE SERVICES | 54-0620889 | FAIRFAX, VA | NONE | $2K | — |
| SOUTHERN SCRIPTS, LLC | 47-4999303 | NATCHITOCHES, LA | NONE | $500 | — |
| SELF FUNDING ACTUARIAL SERVICES | 56-1472476 | WINSTON SALEM, NC | NONE | $150 | — |
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.