Benefits brokerage · 4 offices
US BANCORP INVESTMENTS INC
US BANCORP INVESTMENTS INC is named as the broker of record on 9 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| MADISON | WI | 3 |
| SIOUX CITY | IA | 3 |
| BOWLING GREEN | KY | 2 |
| ST PAUL | MN | 1 |
Book profile
US BANCORP INVESTMENTS INC brokers 9 insured contracts for 9 employers, across 5 states, led by WI, IA, KY.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (3, about 33%); TALCOTT RESOLUTION LIFE INSURANCE COMPANY, GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SIELAFF CORPORATION | MINERAL POINT, WI | MADISON, WI | GREAT-WEST LIFE & ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| CERTCO, INC. | MADISON, WI | MADISON, WI | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| LAUREL GROCERY COMPANY, INC. | LONDON, KY | BOWLING GREEN, KY | TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| MIDWEST INDUSTRIES, INC. | IDA GROVE, IA | SIOUX CITY, IA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| BOMGAARS SUPPLY, INC. | SIOUX CITY, IA | SIOUX CITY, IA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in US BANCORP INVESTMENTS INC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)