Fundz
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Benefits Intelligence/Broker Directory/Maryland

Ullico Investment Company, LLC

Silver Spring, MD

Ullico Investment Company, LLC of Silver Spring, MD is the broker of record on 102 Form 5500 Schedule A filings covering 69 employer benefit plans across 17 states, with $1,358,104 in reported broker commissions (plan year 2025).

Employer clients
69
distinct plan sponsors
Schedule A filings
102
States served
17
Reported commissions
$1,358,104
plan year 2025
Reported fees
$869,397

Quick answer

Ullico Investment Company, LLC (Silver Spring, MD) is the broker of record for 69 employer benefit plan sponsors on 102 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ullico Investment Company, LLC have?
Ullico Investment Company, LLC is named as broker on Form 5500 Schedule A filings for 69 distinct plan sponsors in 17 states.
Who are Ullico Investment Company, LLC's largest employer clients?
By plan participants, the largest include Western Conference Of Teamsters Pension Trust Fund Board Of Trustees (231,745 participants), Board Of Trustees, Western Unite Here And Employers (71,417 participants) and Board Of Trustees Laborers Pension Trust Fund For Nor Cal-Annuity (29,190 participants).
How much does Ullico Investment Company, LLC earn in commissions?
Insurers reported $1.4 million in broker commissions and $869,397 in fees paid to Ullico Investment Company, LLC for plan year 2025, per Schedule A Part 1.
Where is Ullico Investment Company, LLC located?
Ullico Investment Company, LLC is based in Silver Spring, MD and has employer clients in 17 states.
How does Ullico Investment Company, LLC rank among benefits brokers in Maryland?
Ullico Investment Company, LLC ranks #13 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, 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
Western Conference Of Teamsters Pension Trust Fund Board Of TrusteesWA231,7452025-12-31
Board Of Trustees, Western Unite Here And EmployersCA71,4172025-12-31
Board Of Trustees Laborers Pension Trust Fund For Nor Cal-AnnuityCA29,1902025-05-31
66 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.