Benefits broker of record · LEHI, UT
KESTRA INVESTMENT SERVICES LLC
KESTRA INVESTMENT SERVICES LLC of LEHI, UT is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 33 offices of KESTRA INVESTMENT SERVICES LLC.
Book profile
KESTRA INVESTMENT SERVICES LLC brokers 4 insured contracts for 4 employers, all in Utah.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (4, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| LITTLE GIANT LADDER SYSTEMS | SPRINGVILLE, UT | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| MARK MILLER HOLDINGS, LLC DBA MARK MILLER TOYOTA | SALT LAKE CITY, UT | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| MARK MILLER SUBARU, INC. | SALT LAKE CITY, UT | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| HERITAGE SCHOOLS, INC. | PROVO, UT | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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