Fundz
Fundz
Benefits Intelligence/Broker Directory/Maryland

Ullico Investment Co., LLC

Silver Spring, MD

Ullico Investment Co., LLC of Silver Spring, MD is the broker of record on 8 Form 5500 Schedule A filings covering 5 employer benefit plans across 2 states, with $48,964 in reported broker commissions (plan year 2025).

Employer clients
5
distinct plan sponsors
Schedule A filings
8
States served
2
Reported commissions
$48,964
plan year 2025
Reported fees
$22,711

Quick answer

Ullico Investment Co., LLC (Silver Spring, MD) is the broker of record for 5 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ullico Investment Co., LLC have?
Ullico Investment Co., LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 2 states.
Who are Ullico Investment Co., LLC's largest employer clients?
By plan participants, the largest include Con Ind & Laborers Joint Pension Trust Board Of Trustees (3,091 participants), I.B.E.W. Board Of Trustees For Local 357 Pension Trust (2,592 participants) and Board Of Trustees, Laborers Pension Trust Fund For Northern Nevada (1,388 participants).
How much does Ullico Investment Co., LLC earn in commissions?
Insurers reported $48,964 in broker commissions and $22,711 in fees paid to Ullico Investment Co., LLC for plan year 2025, per Schedule A Part 1.
Where is Ullico Investment Co., LLC located?
Ullico Investment Co., LLC is based in Silver Spring, MD and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ullico Investment Co., 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
Con Ind & Laborers Joint Pension Trust Board Of TrusteesNV3,0912025-12-31
I.B.E.W. Board Of Trustees For Local 357 Pension TrustNV2,5922025-12-31
Board Of Trustees, Laborers Pension Trust Fund For Northern NevadaNV1,3882025-05-31
2 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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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.