BenefitsLedger
Employer health plan record · Plan year 2024 · Form 5500

Trillium Management, LLC

Finance & insurance · New York, New York · EIN ending 4130

Updated Filing received by DOL

Trillium Management, LLC, a finance & insurance employer in New York, New York, reported 221 participants in its health and welfare plan for plan year 2024. Its Form 5500 shows 1 insurance contract with no premium reported and $13,911 in broker commissions and fees. The plan is self-funded (the employer pays claims itself). The Department of Labor received the filing on March 17, 2026, before the deadline.

Participants
221
+5.2% vs 2023
Premiums filed
none
self-funded or not filed
Broker commissions + fees
$13,911
−8.2% vs 2023
Commission rate
n/a
needs insured medical premium

Insurance contracts and carriers

Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.

Carrier · coverageCoveredPremiumBroker payRate
The Guardian Life Insurance Company of Americadental, vision, life, long-term disability246—$13,911—

Source: DOL Form 5500 Schedule A, plan year 2024. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.

How Trillium Management, LLC compares

Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.

Broker commissions + fees, dollars
Trillium Management, LLC
$13,911
Commission rate, % of medical premium

Not computable: no insured medical premium on the filing.

Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.

Year over year

$15,156$13,911Broker pay20232024
Trillium Management, LLC: premiums and broker commissions + fees, 2023 vs 2024
20232024Change
Participants210221+5.2%
Premiums filed$0$0—
Broker commissions + fees$15,156$13,911−8.2%
Commission rate———

Source: DOL Form 5500 filings for plan years 2023 and 2024.

Filings and timeliness

Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.

PlanPlan year endReceived by DOLTimingParticipants
Trillium Management, LLC Health & Welfare Plan#501 · insurance, general assetsNovember 30, 2025March 17, 2026before deadline221

Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.

How much did Trillium Management, LLC pay in health insurance broker commissions in 2024?

Trillium Management, LLC's 2024 Form 5500 reports $13,911 in broker commissions and fees across 1 insurance contracts ($12,353 in commissions, $1,558 in fees).

Is Trillium Management, LLC's health plan self-funded or fully insured?

The 2024 filing indicates the plan is self-funded (the employer pays claims itself).

How does Trillium Management, LLC's broker compensation compare with similar employers?

A commission-to-premium ratio cannot be computed for Trillium Management, LLC because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 200-499 participants that disclosed broker pay reported a median of $77,013.

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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.