form5500lookup

Form 5500 · Retirement plan · LINDON, UT

TRUCORDIA INSURANCE SERVICES, LLC

The filing calls this plan TRUCORDIA 401(K) PLAN.

TRUCORDIA INSURANCE SERVICES, LLC of LINDON, UT files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by STANDARD INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
STANDARD INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-1368960 · plan 001 · plan year 2025, filed Aug 3, 2026

Participants at the start of the year
2,981
Contracts on file
1
Contract value
$6,547,671
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with STANDARD INSURANCE COMPANY.

The contracts held $6,547,671 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
STANDARD INSURANCE COMPANYAnnuity / GIC234December$6,547,671$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
TRUCORDIA INSURANCE SERVICES, LLC
EIN 82-1368960
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$176,146
paid directly by the plan
MONARCH PLAN ADVISORS
ADVISOR · EIN 46-3919960
$56,972
paid directly by the plan
PENSION ASSURANCE
Accounting and audit · EIN 30-0840934
$25,500
paid directly by the plan
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$20,893
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$139,097,092
Paid out in benefits
$13,821,233
Participants at the start of the year
2,981
Participants with account balances
2,144

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-0840934
PENSION ASSURANCE LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$25,500

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

Pcf Flexible Benefits PlanInsured benefit plan · 9 Schedule A contractsRenews ~Jan 1plan 003Form 5500-SF filing · no insured Schedule A contracts

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