Ullico Investment Company
Silver Spring, MD
Ullico Investment Company of Silver Spring, MD is the broker of record on 55 Form 5500 Schedule A filings covering 37 employer benefit plans across 15 states, with $722,642 in reported broker commissions (plan year 2025).
Quick answer
Ullico Investment Company (Silver Spring, MD) is the broker of record for 37 employer benefit plan sponsors on 55 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Ullico Investment Company have?
- Ullico Investment Company is named as broker on Form 5500 Schedule A filings for 37 distinct plan sponsors in 15 states.
- Who are Ullico Investment Company's largest employer clients?
- By plan participants, the largest include Intl Painters & Allied Trades Ind. Pension Fund- Board Of Trustees (42,712 participants), National Elevator Industry Pension Plan Plan Board Of Trustees (28,678 participants) and Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee (27,038 participants).
- How much does Ullico Investment Company earn in commissions?
- Insurers reported $722,642 in broker commissions and $4.5 million in fees paid to Ullico Investment Company for plan year 2025, per Schedule A Part 1.
- Where is Ullico Investment Company located?
- Ullico Investment Company is based in Silver Spring, MD and has employer clients in 15 states.
- How does Ullico Investment Company rank among benefits brokers in Maryland?
- Ullico Investment Company ranks #20 by employer clients among the 50 most active benefits brokers based in Maryland.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Ullico Investment Company 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 |
|---|---|---|---|
| Intl Painters & Allied Trades Ind. Pension Fund- Board Of Trustees | MD | 42,712 | 2025-12-31 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | PA | 28,678 | 2025-06-30 |
| Bricklayers & Trowel Trades Intl Pension Fd Bd Of Trustee | DC | 27,038 | 2025-12-31 |
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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.