Benefits broker of record · MADISON, WI
US BANCORP INVESTMENTS INC
US BANCORP INVESTMENTS INC of MADISON, WI is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of US BANCORP INVESTMENTS INC.
Book profile
US BANCORP INVESTMENTS INC brokers 3 insured contracts for 3 employers, all in Wisconsin.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 67%); GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. 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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| SIELAFF CORPORATION | MINERAL POINT, WI | GREAT-WEST LIFE & ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| CERTCO, INC. | MADISON, WI | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| CERTCO, INC. | MADISON, WI | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both