Beneficial Investment Services, Inc
Salt Lake City, UT
Beneficial Investment Services, Inc of Salt Lake City, UT is the broker of record on 24 Form 5500 Schedule A filings covering 23 employer benefit plans across 4 states, with $66,593 in reported broker commissions (plan year 2010).
Employer clients
Plan sponsors naming Beneficial Investment Services, Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The Converse Professional Group | CA | 259 | 2009-12-31 |
| Horrocks Engineers, Inc. | UT | 218 | 2009-12-31 |
| Miller County Hospital & Nursing Home | GA | 208 | 2009-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Utah
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.