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Form 5500 · Employee benefit plan · CLEVELAND, OH

ULMER & BERNE LLP

ULMER & BERNE LLP's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0756436 · plan 510 · as of Jul 2026

Participants
278
Carriers on file
6
Disclosed commissions
$23,309
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
METROPOLITAN LIFE INSURANCE COMPANYLife73December$9,699
DELTA DENTAL OF OHIODental364December$5,094
UNUM LIFE INSURANCE COMPANY OF AMERICADisability261December$4,620
FEDERAL INSURANCE COMPANY418September$2,250
UNUM LIFE INSURANCE COMPANY OF AMERICALife188December$1,646
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Vision383December$0

Questions

Who is ULMER & BERNE LLP's benefits broker?

Per its most recent Form 5500 Schedule A, ULMER & BERNE LLP's broker of record is LPL FINANCIAL CORPORATION.

What insurance carrier does ULMER & BERNE LLP use?

ULMER & BERNE LLP's benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 6 disclosed carriers.

When does ULMER & BERNE LLP's group plan renew?

The most recent Schedule A policy period for ULMER & BERNE LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ULMER & BERNE LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.