Trilogy Management Services 401(k) plan

Trilogy Management Services, LLC, Louisville, KY. EIN 32-0381871. Annual reports 2009–2024. Also filed as Trilogy Health Services, LLC; Trilogy Health Services LLC.

Trilogy Management Services, LLC has one active retirement plan on file, the Trilogy Management Services, LLC Retirement Savings Plan, with 14,995 participants and $194 million in assets in 2024. Merrill has been its recordkeeper since 2023. No traditional pension plan appears in Trilogy Management Services's filings since 2009.

Active plans: 1
Participants: 14,995
Plan assets: $194 million
401(k) recordkeeper: Merrill
Plans on file: 1
Industry: Health care

The plan

Trilogy Management Services, LLC Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 32-0381871
Participants (2024): 14,995
Net assets (2024): $194 million
Recordkeeper: MerrillEarlier: Fidelity (2018–2022), John Hancock (2010–2017)
Plan administrator: Trilogy Management Services, LLC
303 N Hurstbourne Pkwy, Suite 200
Louisville, KY 40222
(502) 412-5847As filed for 2024
In effect since: April 1, 2001

Earlier sponsor: Trilogy Health Services, LLC (2009–2014).

Earlier plan names: Trilogy Health Services, LLC Retirement Savings Plan; Trilogy Health Services LLC Retirement Savings Plan; Trilogy Management Services LLC Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	14,995	$194 million	Merrill
2023	15,480	$157 million	Merrill
2022	16,938	$117 million	Fidelity
2021	15,968	$127 million	Fidelity
2020	15,858	$101 million	Fidelity
2019	16,693	$77.7 million	Fidelity
2018	9,038	$57.3 million	Fidelity
2017	10,556	$58.6 million	John Hancock
2016	10,527	$47.9 million	John Hancock
2015	12,153	$43.8 million	John Hancock
2014	10,745	$41.3 million	John Hancock
2013	7,113	$33.1 million	John Hancock
2012	7,102	$27.8 million	John Hancock
2011	6,732	$21.8 million	John Hancock
2010	6,037	$20.3 million	John Hancock
2009	5,864	$16.2 million	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Trilogy Management Services, LLC Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((502) 412-5847). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Trilogy Management Services, LLC Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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