Form 5500 · Employee benefit plan · BETHESDA, MD
U.S. FINANCIAL TECHNOLOGY, LLC
U.S. FINANCIAL TECHNOLOGY, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through METLIFE LEGAL PLANS and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-3967230 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METLIFE LEGAL PLANS | — | 143 | December | $36,855 | $3,686 |
| VISION SERVICE PLAN | Vision | 293 | December | $46,505 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 711 | December | $372,879 | $0 |
| BHS | — | 359 | December | $8,045 | $0 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 356 | December | $170,455 | $0 |
Questions
Who is U.S. FINANCIAL TECHNOLOGY, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, U.S. FINANCIAL TECHNOLOGY, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does U.S. FINANCIAL TECHNOLOGY, LLC use?
U.S. FINANCIAL TECHNOLOGY, LLC's benefit plan is written through METLIFE LEGAL PLANS, among 5 disclosed carriers.
When does U.S. FINANCIAL TECHNOLOGY, LLC's group plan renew?
The most recent Schedule A policy period for U.S. FINANCIAL TECHNOLOGY, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from U.S. FINANCIAL TECHNOLOGY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.