Form 5500 · Employee benefit plan · SANDY, UT
BRIDGE INVESTMENT GROUP HOLDINGS LLC
BRIDGE INVESTMENT GROUP HOLDINGS LLC of SANDY, UT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH AND MCLENNAN AGENCY, LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-4084424 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Life, Disability | 1,052 | December | $30,138 |
| PRE-PAID LEGAL SERVICES DBA LEGALSHIELD | — | 63 | December | $2,887 |
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 455 | December | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 134 | December | $0 |
| VISION SERVICE PLAN | Vision | 440 | December | $0 |
Questions
Who is BRIDGE INVESTMENT GROUP HOLDINGS LLC's benefits broker?
Per its most recent Form 5500 Schedule A, BRIDGE INVESTMENT GROUP HOLDINGS LLC's broker of record is MARSH AND MCLENNAN AGENCY, LLC.
What insurance carrier does BRIDGE INVESTMENT GROUP HOLDINGS LLC use?
BRIDGE INVESTMENT GROUP HOLDINGS LLC's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY, among 5 disclosed carriers.
When does BRIDGE INVESTMENT GROUP HOLDINGS LLC's group plan renew?
The most recent Schedule A policy period for BRIDGE INVESTMENT GROUP HOLDINGS LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BRIDGE INVESTMENT GROUP HOLDINGS LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.