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Form 5500 · Employee benefit plan · PELHAM, AL

AUTO INVESTMENT INC.

AUTO INVESTMENT INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is VALENT GROUP. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in August.

Benefits broker of record
Plan renews
August

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-3446196 · plan 501 · as of Jul 2026

Participants
409
Carriers on file
7
Disclosed commissions
$39,007
Renewal month
August

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANY115August$10,846
UNITED OF OMAHA LIFE INSURANCE COMPANYLife412August$10,638
UNITED OF OMAHA LIFE INSURANCE COMPANY77August$7,660
UNITED OF OMAHA LIFE INSURANCE COMPANYLife43August$6,181
VISION SERVICE PLANVision260August$3,682
LLOYDSStop-loss288August$0
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability412August$0

Questions

Who is AUTO INVESTMENT INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, AUTO INVESTMENT INC.'s broker of record is VALENT GROUP.

What insurance carrier does AUTO INVESTMENT INC. use?

AUTO INVESTMENT INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 7 disclosed carriers.

When does AUTO INVESTMENT INC.'s group plan renew?

The most recent Schedule A policy period for AUTO INVESTMENT INC. ended in August. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AUTO INVESTMENT INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.