form5500lookup

Insurance carrier

TRULI

TRULI appears on 27 employer benefit contracts in public Form 5500 Schedule A filings.

27 employer contracts on file name TRULI as the insurance carrier. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

TRULI writes 27 insured contracts for 27 employers, all in Florida.

Health is the largest line (27 contracts), followed by vision (1), dental (1).

BROWN & BROWN INSURANCE SVCS, INC. is the broker of record on the most contracts (2, about 7%); DIGITAL INSURANCE INC., INSURANCE OFFICE OF AMERICA, USI INSURANCE SERVICES LLC follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 37% of the dated welfare contracts.

Brokers of record

Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.

BrokerContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 27 · vision 1 · dental 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Employers with plans through TRULI

EmployerLocationBrokerRenews
MELLICK GROUP, LLCORLANDO, FLMARSH & MCLENNAN AGENCY LLCNov 1FY2025
ST. LUCIE BATTERY & TIREFORT PIERCE, FL—Sep 1FY2025
MODERN PLUMBING INDUSTRIES, INC.WINTER SPRINGS, FLINSURANCE OFFICE OF AMERICAJan 1FY2025
APEC FOODS, LLCBRANDON, FLDIGITAL INSURANCE INC.Jun 1FY2025
WINTER PARK IMPORTSWINTER PARK, FLALLIANT INSURANCE SERVICES, INC.Apr 1FY2025
Subscriber access
22

more employers with plans through TRULI

See the full employer base with brokers, renewal dates, and commissions — plus filters and export.

Subscribe — from $39/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT