Trinity Pension Consultants
Copley, OH
Trinity Pension Consultants of Copley, OH is the broker of record on 61 Form 5500 Schedule A filings covering 35 employer benefit plans across 8 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Trinity Pension Consultants (Copley, OH) is the broker of record for 35 employer benefit plan sponsors on 61 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Trinity Pension Consultants have?
- Trinity Pension Consultants is named as broker on Form 5500 Schedule A filings for 35 distinct plan sponsors in 8 states.
- Who are Trinity Pension Consultants's largest employer clients?
- By plan participants, the largest include Behavioral Framework, LLC (604 participants), Reliable Medical Supply, LLC (561 participants) and Family Allergy Mso, LLC (490 participants).
- Where is Trinity Pension Consultants located?
- Trinity Pension Consultants is based in Copley, OH and has employer clients in 8 states.
- How does Trinity Pension Consultants rank among benefits brokers in Ohio?
- Trinity Pension Consultants ranks #35 by employer clients among the 50 most active benefits brokers based in Ohio.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Trinity Pension Consultants on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Behavioral Framework, LLC | MD | 604 | 2025-12-31 |
| Reliable Medical Supply, LLC | TN | 561 | 2025-12-31 |
| Family Allergy Mso, LLC | KY | 490 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.