Sponsor portfolio
TRIMBLE INSURANCE AGENCY, INC.
EIN 31-1009461insuranceLatest filing 2025
Plans
2
Retirement
1
$1.5M assets
Welfare
1
Participants
23
39 SOUTH LIBERTY STREET - DELAWARE, OH 43015740-369-6711trimbleins.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRIMBLE INSURANCE AGENCY, INC 401(K) RETIREMENT PLAN
401k
Assets$1.5M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
TRIMBLE INS AGENCY INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRIMBLE INSURANCE AGENCY, INC 401(K) RETIREMENT PLAN | 401k | $1.5M | 17 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRIMBLE INS AGENCY INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans