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Form 5500 · Employee benefit plan · CINCINNATI, OH

UNION INSTITUTE AND UNIVERSITY

UNION INSTITUTE AND UNIVERSITY of CINCINNATI, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. 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 31-0747997 · plan 501 · as of Jul 2026

Participants
124
Carriers on file
3
Disclosed commissions
$4,591
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife, Disability105December$2,753
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental149June$1,776
EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.Vision87December$62

Questions

Who is UNION INSTITUTE AND UNIVERSITY's benefits broker?

Per its most recent Form 5500 Schedule A, UNION INSTITUTE AND UNIVERSITY's broker of record is USI INSURANCE SERVICES LLC.

What insurance carrier does UNION INSTITUTE AND UNIVERSITY use?

UNION INSTITUTE AND UNIVERSITY's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.

When does UNION INSTITUTE AND UNIVERSITY's group plan renew?

The most recent Schedule A policy period for UNION INSTITUTE AND UNIVERSITY ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNION INSTITUTE AND UNIVERSITY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.