form5500lookup

Benefits broker of record · SALT LAKE CITY, UT

WELLER INVESTMENTS & INSURANCE, LLC

WELLER INVESTMENTS & INSURANCE, LLC of SALT LAKE CITY, UT is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 3 offices of WELLER INVESTMENTS & INSURANCE, LLC.

Contracts brokered
3
Book size
$10k–100k
Office state
UT

Book profile

WELLER INVESTMENTS & INSURANCE, LLC brokers 3 insured contracts for 2 employers, across 2 states, led by UT, CO.

Health is the largest line (1 contract), followed by dental (1), vision (1), life (1).

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 67%); UNITED OF OMAHA LIFE INSURANCE COMPANY follow.

Renewals concentrate on June 1: 50% of the dated welfare contracts have policy years ending in May, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 1 · dental 1 · vision 1 · life 1 · disability 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ACE DISPOSAL, INC.SALT LAKE CITY, UTEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICAJun 1FY2025
ENERGY FUELS RESOURCES USA INCLAKEWOOD, COUNITED OF OMAHA LIFE INSURANCE COMPANYJan 1FY2025
ACE DISPOSAL, INC.SALT LAKE CITY, UTEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA—

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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