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Benefits Intelligence/Broker Directory/District of Columbia

Ulico Investment Company

Washington, DC

Ulico Investment Company of Washington, DC is the broker of record on 22 Form 5500 Schedule A filings covering 7 employer benefit plans across 5 states, with $135,417 in reported broker commissions (plan year 2024).

Employer clients
7
distinct plan sponsors
Schedule A filings
22
States served
5
Reported commissions
$135,417
plan year 2024
Reported fees
$2,205,056

Employer clients

Plan sponsors naming Ulico Investment Company 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
Board Of Trustees, Construction Laborers PensionCA11,5302010-12-31
Board Of Trustees General Building Lab Local 66 Annuity FundNY2,4042010-06-30
Roofers Local 149 Pension FundMI8812019-05-31
4 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.