Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
TRUCORDIA INSURANCE SERVICES, LLC
EIN 82-1368960Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$139.7M assets
Welfare
1
$4.9M premiums
Participants
5,189
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $139.7M assets / 3,104 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.9M premiums / 4,059 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.5M
- Dental$1.6M
- Short-term disability$1.5M
- Life$1.2M
- Long-term disability$1.2M
- Health$621K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
30%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA30%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK24%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- KAISER FOUNDATION HEALTH PLAN INC13%
- ANSEL SERVICES5%
- +3 more
Broker market share
Schedule A broker compensation
77%top
- PCF INSURANCE SERVICES OF THE WEST77%
- TRUCORDIA INSURANCE SERVICES LLC23%
- ROGERS BENEFIT GROUP INC0%
- GALLAGHER BENEFIT SERVICES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRUCORDIA 401(K) PLAN
401k
Assets$139.1M
Participants3,058
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TOTAL INSURANCE SERVICES, INC. 401K PLAN F/K/A G. P. JAFFEE ASSURANCE GROUP, INC. 401K PLAN
401k
Assets$559K
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PCF FLEXIBLE BENEFITS PLAN
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$4.9M
Covered lives4,059
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRUCORDIA 401(K) PLAN | 401k | $139.1M | 3,058 | 2025 | |
| 003 | TOTAL INSURANCE SERVICES, INC. 401K PLAN F/K/A G. P. JAFFEE ASSURANCE GROUP, INC. 401K PLAN | 401k | $559K | 46 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PCF FLEXIBLE BENEFITS PLAN | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $4.9M | 4,059 | 2025 |
Retirement plans
Welfare plans