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  1. Companies/
  2. Trucordia Insurance Services, LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Trucordia Insurance Services, LLC

EIN 82-1368960-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$139.7M assets
Health & Benefits
1
$4.9M premiums
Participants
5,189
2745 W 600 N, FLOOR 5 - LINDON, UT 84042385-500-4452LinkedIn11-50 employees
Plans on this EIN
3 filings
#001401(k)-$139.1M - 3,058 part#003401(k)-$559K - 46 part#501Fully insured-$4.9M - 4,059 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $139.7M assets / 3,104 participants

Assets by plan

Share of aggregate retirement assets

  • TRUCORDIA 401(K) (#001)$139.1M
  • INC. 401K PLAN (#003)$559K
Total $139.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRUCORDIA 401(K) (#001)3,058
  • INC. 401K PLAN (#003)46
Total 3,104Select a row to open it

Benefits portfolio analytics

1 plan / $4.9M premiums / 4,059 covered lives

Coverage 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
Total $4.9M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TRUCORDIA 401(K) PLAN

401(k)

Assets$139.1M
Participants3,058
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

TOTAL INSURANCE SERVICES, INC. 401K PLAN F/K/A G. P. JAFFEE ASSURANCE GROUP, INC. 401K PLAN

401(k)

Assets$559K
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PCF FLEXIBLE BENEFITS PLAN

Fully insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$4.9M
Covered lives4,059
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRUCORDIA 401(K) PLAN401(k)$139.1M3,0582025
#003TOTAL INSURANCE SERVICES, INC. 401K PLAN F/K/A G. P. JAFFEE ASSURANCE GROUP, INC. 401K PLAN401(k)$559K462024
  • TRUCORDIA 401(K) PLAN$139.1M
    #001 · 401(k) · 20253,058
  • TOTAL INSURANCE SERVICES, INC. 401K PLAN F/K/A G. P. JAFFEE ASSURANCE GROUP, INC. 401K PLAN$559K
    #003 · 401(k) · 202446

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PCF FLEXIBLE BENEFITS PLANFully insuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4.9M4,0592025
  • PCF FLEXIBLE BENEFITS PLAN$4.9M
    #501 · Fully insured · GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 20254,059
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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