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Form 5500 · Employee benefit plan · PALO ALTO, CA

TRUSTLY, INC.

Public Form 5500 records show how TRUSTLY, INC. (PALO ALTO, CA) structures its employee benefits. Its broker of record is DIGITAL INSURANCE LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-2665614 · plan 501 · as of Jul 2026

Participants
120
Carriers on file
6
Disclosed commissions
$12,982
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYDental71December$3,549
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability80December$3,088
UNITED OF OMAHA LIFE INSURANCE COMPANYLife80December$2,922
UNITED OF OMAHA LIFE INSURANCE COMPANY41December$2,079
UNITED OF OMAHA LIFE INSURANCE COMPANYVision66December$1,344
UNITED OF OMAHA LIFE INSURANCE COMPANY80December$0

Questions

Who is TRUSTLY, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, TRUSTLY, INC.'s broker of record is DIGITAL INSURANCE LLC.

What insurance carrier does TRUSTLY, INC. use?

TRUSTLY, INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 6 disclosed carriers.

When does TRUSTLY, INC.'s group plan renew?

The most recent Schedule A policy period for TRUSTLY, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from TRUSTLY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.