United Planners Financial Services
Scottsdale, AZ
United Planners Financial Services of Scottsdale, AZ is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans across 6 states, with $87,966 in reported broker commissions (plan year 2025).
Quick answer
United Planners Financial Services (Scottsdale, AZ) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does United Planners Financial Services have?
- United Planners Financial Services is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 6 states.
- Who are United Planners Financial Services's largest employer clients?
- By plan participants, the largest include Retail Association Of Maine (5,822 participants), Hunter Contracting Co., Inc. (553 participants) and B&F Contracting, Inc. (308 participants).
- How much does United Planners Financial Services earn in commissions?
- Insurers reported $87,966 in broker commissions paid to United Planners Financial Services for plan year 2025, per Schedule A Part 1.
- Where is United Planners Financial Services located?
- United Planners Financial Services is based in Scottsdale, AZ and has employer clients in 6 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming United Planners Financial Services 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 |
|---|---|---|---|
| Retail Association Of Maine | ME | 5,822 | 2024-12-31 |
| Hunter Contracting Co., Inc. | AZ | 553 | 2024-12-31 |
| B&F Contracting, Inc. | AZ | 308 | 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.