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Form 5500 · Employee benefit plan · SAN CARLOS, CA

TRUSTLY, INC.

TRUSTLY, INC. of SAN CARLOS, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is DIGITAL INSUANCE INC. Coverage is written through AETNA LIFE INSURANCE CO. and 1 other carrier. 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 35-1665614 · plan 501 · as of Jul 2026

Participants
114
Carriers on file
2
Disclosed commissions
$129,098
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
AETNA LIFE INSURANCE CO.Health, Vision217December$107,966
PRINCIPAL LIFE INSURANCE COMPANYDental, Vision, Life, Disability250December$21,132

Questions

Who is TRUSTLY, INC.'s benefits broker?

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

What insurance carrier does TRUSTLY, INC. use?

TRUSTLY, INC.'s benefit plan is written through AETNA LIFE INSURANCE CO., among 2 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.