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Form 5500 · Employee benefit plan · HOBART, IN

ITR AMERICA, LLC

ITR AMERICA, LLC of HOBART, IN is a 224-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is BROWN AND BROWN INSURANCE SVCS, INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2457852 · plan 502 · as of Aug 2026

Participants
224
Carriers on file
2
Disclosed commissions
$17,619
Renewal month
June

Plan brief

Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 287 people.

Reported premium across the insured contracts is $1,764,079, with $17,619 in disclosed broker commissions — about 1% of premium.

The most recent policy period ended in June, and the plan year ends June 30. Group contracts typically renew on that annual cycle.

BROWN AND BROWN INSURANCE SVCS, INC is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Two carriers split the book: UNITEDHEALTHCARE INSURANCE COMPANY and UNITED OF OMAHA LIFE INSURANCE COMPANY.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability191June$103,621$12,795
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision287June$1,660,458$4,824

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

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