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  2. TRULIFE, INC.
Sponsor portfolio

TRULIFE, INC.

EIN 38-0395750-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$51K premiums
Participants
299
2010 EAST HIGH STREET - JACKSON, MI 49203360-598-8977
Plans on this EIN
2 filings
#001401k-$11.8M - 183 part#501Mixed-$51K - 121 lives

Benefits portfolio analytics

1 plan / $51K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$41K
  • Long-term disability$41K
  • Other$41K
  • Vision$10K
Total $51K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY81%
  • EYEMED VISION CARE19%
Total $51K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HUB INTERNATIONAL MIDWEST LIMITED93%
  • WATCHTOWER TECHNOLOGIES INC7%
Total $6K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRULIFE, INC. 401(K) SAVINGS PLAN

401k

Assets$11.8M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRULIFE, INC. WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$51K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRULIFE, INC. 401(K) SAVINGS PLAN401k$11.8M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRULIFE, INC. WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$51K1212025
Retirement plans
Welfare plans
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