Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$107K
- Other$33K
- Long-term disability$21K
- Life$19K
- Short-term disability$19K
- Vision$13K
Sponsor portfolio
TRUSTLY, INC.
EIN 35-2665614Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$193K premiums
Participants
234
555 BRYANT STREET, #364 - PALO ALTO, CA 94301650-832-3889
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $193K premiums / 80 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
55%top
- DIGITAL INSURANCE LLC55%
- CENTRO BENEFITS RESEARCH LLC24%
- HRCOMTRAK21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUSTLY, INC. RETIREMENT TRUST
401k
Assets$6.8M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRUSTLY, INC. HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$193K
Covered lives80
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUSTLY, INC. RETIREMENT TRUST | 401k | $6.8M | 158 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRUSTLY, INC. HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $193K | 80 | 2025 |
Retirement plans
Welfare plans