Form 5500 · Employee benefit plan · WEST JORDAN, UT
WATERFORD RESEARCH INSTITUTE
Public Form 5500 records show how WATERFORD RESEARCH INSTITUTE (WEST JORDAN, UT) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0202349 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | — | 257 | December | $21,138 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 256 | December | $4,915 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 297 | June | $4,350 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 687 | December | $3,680 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 295 | June | $3,221 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 294 | June | $2,839 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 256 | December | $2,637 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 99 | December | $2,135 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 256 | December | $2,051 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 175 | June | $1,633 |
| ACI | — | 295 | December | $0 |
Questions
Who is WATERFORD RESEARCH INSTITUTE's benefits broker?
Per its most recent Form 5500 Schedule A, WATERFORD RESEARCH INSTITUTE's broker of record is MERCER HEALTH AND BENEFITS ADMIN.
What insurance carrier does WATERFORD RESEARCH INSTITUTE use?
WATERFORD RESEARCH INSTITUTE's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 11 disclosed carriers.
When does WATERFORD RESEARCH INSTITUTE's group plan renew?
The most recent Schedule A policy period for WATERFORD RESEARCH INSTITUTE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WATERFORD RESEARCH INSTITUTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.