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Benefits Intelligence/Broker Directory/Virginia

Bruce Ulizio

Stafford, VA

Bruce Ulizio of Stafford, VA is the broker of record on 62 Form 5500 Schedule A filings covering 18 employer benefit plans across 8 states, with $16,603 in reported broker commissions (plan year 2023).

Employer clients
18
distinct plan sponsors
Schedule A filings
62
States served
8
Reported commissions
$16,603
plan year 2023
Reported fees
$943

Employer clients

Plan sponsors naming Bruce Ulizio 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
Mantech International CorporationVA6,3782013-12-31
Southern Management CorporationVA8602018-04-30
Cardinal Financial CorporationVA8342015-12-31
15 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.

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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.