Trinity Marketing Services
Trinity ARM (formerly Trinity Marketing Services) is a privately held Alabama-based healthcare benefits administrator that provides integrated TPA, PBM, Rx optimization, and level-funded health plan services to self-funded US employers, distributed through direct sales and a broker channel.
- Company typePrivate
- Founded2021
- HeadquartersPike Road, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Trinity Marketing Services does
Trinity Marketing Services, now operating as Trinity ARM, is a privately held healthcare benefits administrator headquartered in Pike Road, Alabama. Founded in 2021, the company sells integrated health benefit solutions to self-funded employers in the United States, typically reaching them through a broker channel and direct enterprise sales. Trinity ARM's core proposition is consolidating fragmented benefits functions—third-party administration (TPA), pharmacy benefit management (PBM), specialty drug cost optimization, and level-funded plan design—under a single in-house operating stack rather than relying on multiple third-party vendors.
The company's product portfolio comprises four core offerings and one add-on: a Level-Funded Health Plan (a fully integrated, self-funded style plan with predictable monthly payments); TPA Services that process claims with reported 6.5-day average turnaround, 98.3% accuracy, and 99% paid within 30 days; a Pharmacy Benefits Manager powered by its wholly owned Intercept Rx Solutions platform, which uses cost-plus pricing, returns 100% of rebates to clients, and accesses 67,000+ pharmacies; the Rx Optimization Program (delivered via Intercept Health) that targets high-cost specialty medications with $0 member copays and reported 30% average savings; and the MediFit Program, which provides affordable GLP-1 weight-loss access. The Cygenex partnership announced in November 2025 adds pharmacogenomics testing and predictive analytics to the clinical decisioning layer.
Trinity ARM monetizes through recurring administrative and per-script fees paid by employer clients and brokers, with quote-based pricing rather than published rates. The Rx Optimization Program operates on a pay-as-you-go, no-upfront-cost model that is monetized on transaction economics. Distribution is dual-channel: direct enterprise sales for larger self-funded employers and a dedicated broker portal for mid-market deals, supplemented by a self-serve member portal and Rx Finder tool. The company employs 11-50 people, has no disclosed external funding, and is founder/management-controlled, with no parent company or institutional investors identified in the source materials.
Trinity Marketing Services firmographics
Firmographics- Name
- Trinity Marketing Services
- Legal name
- Trinity ARM
- Website
- https://trinitymarketing.services
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Trinity ARM (formerly Trinity Marketing Services) is a privately held Alabama-based healthcare benefits administrator that provides integrated TPA, PBM, Rx optimization, and level-funded health plan services to self-funded US employers, distributed through direct sales and a broker channel.
- Ownership category
- akta.pro rank
Trinity Marketing Services industry classification
Industry- Product category
- Healthcare Benefits Administration
- NAICS
- Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Hospital & Medical Service Plans (6324)
- akta.pro primary industry
- Group Pharmacy Benefit (Rx) Coverage & PBM-Integrated Plans (FSAIAFAN)
- akta.pro secondary industry
- Flexible Benefits Administration (FSA/HSA/HRA) (HLAEALAK)
Keywords
Where Trinity Marketing Services is headquartered
LocationHeadquarters
- HQ city
- Pike Road
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Trinity Marketing Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Level-Funded Health Plan Administration: Fully integrated level-funded health plan providing employers steady, predictable monthly payments with transparency and control of self-funding. Revenue derived from administrative fees and plan management services.
- TPA Services: Third-party administration services for claims processing, care advocacy, and financial oversight. Billed as standalone or bundled with integrated health plan.
- Pharmacy Benefit Management: PBM services leveraging Intercept Rx Solutions, utilizing cost-plus pricing model with 100% rebates returned to clients. Revenue from pharmacy transaction fees and administration.
- Rx Optimization Program: Bolt-on program for high-cost medication savings. No upfront costs, generates savings that outweigh program costs. Works alongside existing PBMs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Level-Funded Health Plan - Custom Quote |
| Subscription | Monthly | TPA Services - Custom Quote |
| Other | Monthly | Pharmacy Benefits Manager - Custom Quote |
| Freemium | Pay-as-you-go | Rx Optimization Program - No Cost to Enroll |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Trinity Marketing Services product offering
Product offeringCore offering
Trinity ARM provides integrated healthcare benefits administration for self-funded employers, combining a level-funded health plan, third-party administration (TPA) for claims processing, pharmacy benefit management through Intercept Rx Solutions, and an Rx Optimization Program for high-cost medications. Services are sold as fully integrated solutions or as standalone modules (TPA, PBM, Rx Optimization, MediFit) to employers and via insurance brokers, with a member-facing portal for prescription access.
Product overview
Trinity ARM (formerly Trinity Marketing Services) is an integrated healthcare benefit solutions company offering a unified platform of health benefits services for self-funded employer plans. The core product portfolio includes a Level-Funded Plan (fully integrated health plan), TPA Services (claims administration), and Pharmacy Benefits Manager/PBM (via Intercept Rx Solutions). Add-on modules include the Rx Optimization Program (specialty medication savings) and MediFit Program (GLP-1 access). All services operate under one roof, enabling seamless coordination, faster response times, and consistent service quality across the benefits ecosystem.
Differentiator
Problem solved
Functional benefit
Brands
- Intercept Rx Solutions: Pharmacy benefit management brand offering cost-plus pricing, 100% rebates returned, and over 67,000 pharmacies in network.
- Intercept Health
- MediFit Program
Products and services
- Level-Funded Health Plan A fully integrated level-funded health plan for self-funded employers providing steady, predictable monthly payments, transparency, and control associated with self-funding, enabling employers to reinvest unused premiums. Targeted at US employers seeking an alternative to fully insured plans.
- TPA Services Third-party administration for self-funded employer health plans, covering claims processing, care advocacy, and financial oversight. Delivered standalone or as part of the integrated level-funded plan, with 6.5-day average claim processing, 98.3% accuracy, and 99% of claims paid within 30 days.
- Pharmacy Benefits Manager (PBM) Pharmacy benefit management service using Intercept Rx Solutions with cost-plus pricing, 100% of rebates returned to clients, and access to 67,000+ pharmacies in network. Delivered as part of the integrated benefits stack or standalone.
- Rx Optimization Program Specialty medication cost-reduction program providing immediate savings on high-cost medications, with $0 copay for members, free delivery, and direct Member Advocate support. Averages 30% savings and bolts onto any existing PBM.
- MediFit Program Program providing members access to affordable GLP-1 medications for weight loss, delivered through Intercept Health.
Quantifiable outcome
- 30% average savings on pharmacy costs through Rx Optimization Program
- +5 more outcomes
Companies that use Trinity Marketing Services
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Trinity Marketing Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Trinity Marketing Services partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- CygenexcoreTwo-year partnership announced November 2025 to incorporate PGx (pharmacogenomics) testing and predictive analytics into health strategies. Leverages Cygenex's population health platform to provide personalized, preventive care aimed at improving medication efficacy, reducing hospitalizations, and decreasing adverse drug events. This collaboration is part of Trinity's broader effort to enhance trust and efficiency in employer health benefits through data-driven solutions.
- Intercept Rx SolutionscoreIntercept Rx Solutions is the PBM platform powering Trinity's pharmacy benefits. The platform provides cost-plus pricing, returns 100% of rebates to clients, and offers access to over 67,000 pharmacies in network. Trinity white-labels or deeply integrates this PBM technology into its integrated benefits ecosystem.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
Trinity Marketing Services competitors and assessment
Company assessmentBroad incumbents
- Marsh McLennan: Marsh McLennan (parent of Marsh, Mercer, and Oliver Wyman) is a global professional services firm with Mercer's large employer benefits consulting and brokerage business. Operates in the same benefits advisory and broker space that drives Trinity's distribution channel, with broader risk consulting capabilities and substantially larger scale.
- Brown & Brown, Inc. Brown & Brown is a large insurance brokerage and employee benefits distributor operating through a vast network of producers and partners. Operates in the same broker-mediated benefits distribution space as Trinity ARM and could serve as a distribution partner or competitive threat for mid-market employer accounts.
- CVS Caremark: CVS Caremark is the third-largest PBM and a division of CVS Health, with a vertically integrated model spanning retail pharmacies, PBM, and Aetna. Comparable to Trinity ARM as a PBM serving self-funded employers, but with radically different scale, retail footprint, and traditional rebate economics under increasing regulatory scrutiny.
- OptumRx: OptumRx (a UnitedHealth Group subsidiary) is the second-largest PBM in the U.S., vertically integrated with UnitedHealthcare and Optum's broader health services platform. Serves the same self-funded employer market Trinity targets, but with massive scale advantages, owned pharmacy (Optum Rx Home Delivery), and claims-processing capabilities that smaller PBMs cannot match.
- Arthur J. Gallagher & Co. Arthur J. Gallagher is a major global insurance brokerage and risk management firm with a substantial employee benefits and TPA consulting practice. Comparable to Trinity ARM in the employer benefits space, with a much larger brokerage channel that could either partner with or compete against Trinity's broker-led distribution model.
- Express Scripts: Express Scripts (a Cigna subsidiary) is the largest PBM in the U.S., processing over a billion prescriptions annually with extensive pharmacy networks and rebate negotiation power. A broad incumbent competing for the same self-funded employer contracts Trinity targets, but with substantially greater scale, vertical integration with Evernorth, and traditional spread-pricing economics.
Direct peers
- SmithRx: SmithRx is a modern PBM providing transparent, pass-through pricing with 100% rebate return to clients, focused on small and mid-market self-funded employers. Directly comparable to Trinity's Intercept Rx positioning—same cost-plus model, similar SMB/mid-market employer target, and similar reliance on broker distribution.
- Capital Rx: Capital Rx is a pharmacy benefit manager offering a transparent, cost-plus PBM model with 100% rebate pass-through, plus integrated TPA capabilities (Judi Health). Compares directly to Trinity ARM's Intercept Rx PBM and bundled TPA/PBM offering; both target self-funded employers seeking PBM transparency.
- RxBenefits: RxBenefits is a PBM aggregator that partners with benefits brokers to provide prescription drug solutions to self-funded employers, offering flexibility across multiple PBM partners. Comparable to Trinity's broker-led distribution model and integrated PBM/TPA approach, though RxBenefits primarily aggregates rather than directly administers.
Emerging players
- Mark Cuban Cost Plus Drug Company: Mark Cuban Cost Plus Drugs pioneered transparent, cost-plus drug pricing for consumers and employers, pioneering the pass-through model that Trinity's Intercept Rx now leverages. Comparable mission and pricing model, but Cost Plus operates primarily as a mail-order pharmacy rather than a full PBM-integrated benefits platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Trinity Marketing Services social profiles
Digital presenceTrinity Marketing Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Trinity Marketing Services leadership team
Management profileNumber of profiles
Trinity Marketing Services subsidiaries and ownership
Company hierarchySubsidiaries2 records
Trinity Marketing Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Trinity Marketing Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Trinity Marketing Services
What does Trinity Marketing Services do?
Trinity ARM provides integrated healthcare benefits administration for self-funded employers, combining a level-funded health plan, third-party administration (TPA) for claims processing, pharmacy benefit management through Intercept Rx Solutions, and an Rx Optimization Program for high-cost medications. Services are sold as fully integrated solutions or as standalone modules (TPA, PBM, Rx Optimization, MediFit) to employers and via insurance brokers, with a member-facing portal for prescription access.
Is Trinity Marketing Services a public or private company?
Trinity Marketing Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Trinity Marketing Services founded?
Trinity Marketing Services was founded in 2021. It employs 11 to 50 people.
Where is Trinity Marketing Services based?
Trinity Marketing Services is headquartered in Pike Road, United States, in the North America region.
How does Trinity Marketing Services make money?
Four revenue lines are on record. Level-Funded Health Plan Administration is the primary driver. The others are TPA Services, pharmacy Benefit Management and rx Optimization Program.
Who are Trinity Marketing Services's main competitors?
Broad incumbents on record are Marsh McLennan, Brown & Brown, Inc., CVS Caremark, OptumRx, Arthur J. Gallagher & Co. and Express Scripts. Direct peers are SmithRx, Capital Rx and RxBenefits. Mark Cuban Cost Plus Drug Company is listed as an emerging player.
Does Trinity Marketing Services have an API?
No public API is recorded for Trinity Marketing Services.
What industry is Trinity Marketing Services in?
Trinity Marketing Services's product category is Healthcare Benefits Administration. Its primary akta.pro industry code is FSAIAFAN, Group Pharmacy Benefit (Rx) Coverage & PBM-Integrated Plans, with a secondary code of HLAEALAK, Flexible Benefits Administration (FSA/HSA/HRA). Its NAICS code is 524292 and its SIC code is 6324.