Weller Investment & Insurance
Salt Lake City, UT
Weller Investment & Insurance of Salt Lake City, UT is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $216,874 in reported broker commissions (plan year 2025).
Quick answer
Weller Investment & Insurance (Salt Lake City, UT) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Weller Investment & Insurance have?
- Weller Investment & Insurance is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Weller Investment & Insurance's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), Energy Fuels Resources Usa Inc (219 participants) and Utah Medical Products, Inc. (100 participants).
- How much does Weller Investment & Insurance earn in commissions?
- Insurers reported $216,874 in broker commissions and $2,955 in fees paid to Weller Investment & Insurance for plan year 2025, per Schedule A Part 1.
- Where is Weller Investment & Insurance located?
- Weller Investment & Insurance is based in Salt Lake City, UT and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Weller Investment & Insurance 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 |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| Energy Fuels Resources Usa Inc | CO | 219 | 2024-12-31 |
| Utah Medical Products, Inc. | UT | 100 | 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.