Form 5500 · Employee benefit plan · DENVER, CO
WHEELER TRIGG O'DONNELL LLP
Public Form 5500 records show how WHEELER TRIGG O'DONNELL LLP (DENVER, CO) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-0697269 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 218 | December | $78,554 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | — | 15 | December | $3,377 |
| VISION SERVICE PLAN | Vision | 157 | December | $3,285 |
| MINES & ASSOCIATES, INC. | — | 199 | June | $0 |
Questions
Who is WHEELER TRIGG O'DONNELL LLP's benefits broker?
Per its most recent Form 5500 Schedule A, WHEELER TRIGG O'DONNELL LLP's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does WHEELER TRIGG O'DONNELL LLP use?
WHEELER TRIGG O'DONNELL LLP's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does WHEELER TRIGG O'DONNELL LLP's group plan renew?
The most recent Schedule A policy period for WHEELER TRIGG O'DONNELL LLP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WHEELER TRIGG O'DONNELL LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.