Form 5500 · Employee benefit plan · PHOENIX, AZ
UNIVERSAL TECHNICAL INSTITUTE, INC.
Public Form 5500 records show how UNIVERSAL TECHNICAL INSTITUTE, INC. (PHOENIX, AZ) structures its employee benefits. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 9 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0226984 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 5,904 | December | $107,659 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,688 | December | $47,327 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 1,039 | December | $32,707 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 1,410 | December | $30,095 |
| METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO. | — | 503 | December | $9,575 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | — | September | $63 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 73 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 184 | December | $0 |
| EYEMED VISION CARE | Vision | 4,201 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 3 | December | $0 |
Questions
Who is UNIVERSAL TECHNICAL INSTITUTE, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, UNIVERSAL TECHNICAL INSTITUTE, INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does UNIVERSAL TECHNICAL INSTITUTE, INC. use?
UNIVERSAL TECHNICAL INSTITUTE, INC.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 10 disclosed carriers.
When does UNIVERSAL TECHNICAL INSTITUTE, INC.'s group plan renew?
The most recent Schedule A policy period for UNIVERSAL TECHNICAL INSTITUTE, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UNIVERSAL TECHNICAL INSTITUTE, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.