Fundz
Fundz
Benefits Intelligence/Broker Directory/Missouri

U.S Bancorp Investments, Inc

St. Louis, MO

U.S Bancorp Investments, Inc of St. Louis, MO is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $408 in reported broker commissions (plan year 2025).

Employer clients
3
distinct plan sponsors
Schedule A filings
5
States served
3
Reported commissions
$408
plan year 2025

Quick answer

U.S Bancorp Investments, Inc (St. Louis, MO) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does U.S Bancorp Investments, Inc have?
U.S Bancorp Investments, Inc is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
Who are U.S Bancorp Investments, Inc's largest employer clients?
By plan participants, the largest include Sutter Bay Hospitals (239 participants), Ferguson Construction Company (218 participants) and R.T. Electric, Inc. (62 participants).
How much does U.S Bancorp Investments, Inc earn in commissions?
Insurers reported $408 in broker commissions paid to U.S Bancorp Investments, Inc for plan year 2025, per Schedule A Part 1.
Where is U.S Bancorp Investments, Inc located?
U.S Bancorp Investments, Inc is based in St. Louis, MO and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming U.S Bancorp Investments, Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Sutter Bay HospitalsCA2392025-12-31
Ferguson Construction CompanyOH2182025-12-31
R.T. Electric, Inc.NM622025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.