Fundz
Fundz
Benefits Intelligence/Broker Directory/Utah

Trucordia Insurance Services LLC

Lindon, UT

Trucordia Insurance Services LLC of Lindon, UT is the broker of record on 78 Form 5500 Schedule A filings covering 73 employer benefit plans across 16 states, with $1,471,852 in reported broker commissions (plan year 2025).

Employer clients
73
distinct plan sponsors
Schedule A filings
78
States served
16
Reported commissions
$1,471,852
plan year 2025
Reported fees
$273,647

Quick answer

Trucordia Insurance Services LLC (Lindon, UT) is the broker of record for 73 employer benefit plan sponsors on 78 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Trucordia Insurance Services LLC have?
Trucordia Insurance Services LLC is named as broker on Form 5500 Schedule A filings for 73 distinct plan sponsors in 16 states.
Who are Trucordia Insurance Services LLC's largest employer clients?
By plan participants, the largest include Industrial Manufacturing And Professional Commercial Trust (3,831 participants), Trustees Of Restaurant & Hospitality Association Benefit Tr (2,542 participants) and Pcf Insurance Services Of The West, LLC (1,962 participants).
How much does Trucordia Insurance Services LLC earn in commissions?
Insurers reported $1.5 million in broker commissions and $273,647 in fees paid to Trucordia Insurance Services LLC for plan year 2025, per Schedule A Part 1.
Where is Trucordia Insurance Services LLC located?
Trucordia Insurance Services LLC is based in Lindon, UT and has employer clients in 16 states.
How does Trucordia Insurance Services LLC rank among benefits brokers in Utah?
Trucordia Insurance Services LLC ranks #5 by employer clients among the 50 most active benefits brokers based in Utah.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Trucordia Insurance Services LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Industrial Manufacturing And Professional Commercial TrustKY3,8312025-12-31
Trustees Of Restaurant & Hospitality Association Benefit TrIL2,5422025-12-31
Pcf Insurance Services Of The West, LLCUT1,9622025-12-31
70 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Other benefits brokers in Utah

  • Gbs Benefits Inc: 200 employer clients, $21,827,558 reported commissions (South Salt Lake)
  • Mgis: 120 employer clients, $276 reported commissions (Salt Lake City)
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  • Employee Choice Solutions: 35 employer clients, $474,313 reported commissions (Salt Lake City)
  • Diversified Insurance Group: 31 employer clients, $442,280 reported commissions (Salt Lake City)
  • D Ann Dabell: 23 employer clients, $81,774 reported commissions (Layton)

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.