Benefits broker of record · SALT LAKE CITY, UT
USI INSURANCE SERVICES LLC
USI INSURANCE SERVICES LLC of SALT LAKE CITY, UT is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.
One of 247 offices of USI INSURANCE SERVICES LLC.
13 contracts on file name USI INSURANCE SERVICES LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
USI INSURANCE SERVICES LLC brokers 13 insured contracts for 12 employers, across 4 states, led by UT, ID, OK.
Health is the largest line (9 contracts), followed by dental (3), life (3), vision (2).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (3, about 23%); HARTFORD LIFE AND ACCIDENT, REGENCE BLUECROSS BLUESHIELD OF UTAH, REGENCE BLUESHIELD OF IDAHO, INC. follow.
Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 9 · dental 3 · life 3 · vision 2 · disability 2
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 |
|---|---|---|---|
| STEIN ERIKSEN LODGE | PARK CITY, UT | REGENCE BLUECROSS BLUESHIELD OF UTAH | Jul 1FY2025 |
| ZEROREZ INC. | AMERICAN FORK, UT | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| ALSCOTT, INC. | BOISE, ID | REGENCE BLUESHIELD OF IDAHO, INC. | Jan 1FY2025 |
| HEMASOURCE, INC. | SALT LAKE CITY, UT | REGENCE BLUECROSS BLUESHIELD OF UTAH | Jan 1FY2025 |
| HOOD & ASSOCIATES, CPA'S, PC | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA | Jan 1FY2025 |
more employers in USI INSURANCE SERVICES LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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