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Benefits Intelligence/Broker Directory/Minnesota

Universal Retirement Solutions, Inc

Bloomington, MN

Universal Retirement Solutions, Inc of Bloomington, MN is the broker of record on 330 Form 5500 Schedule A filings covering 96 employer benefit plans across 24 states, with $55,906 in reported broker commissions (plan year 2019).

Employer clients
96
distinct plan sponsors
Schedule A filings
330
States served
24
Reported commissions
$55,906
plan year 2019
Reported fees
$2,148,712

Employer clients

Plan sponsors naming Universal Retirement Solutions, Inc 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
Dakota Turkey Growers, LLCSD8652017-12-31
Beelman Truck CompanyIL8002017-12-31
Cof Aggregate Holdings, IncOK7922017-12-31
93 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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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.