Univeristy Financial Group, LLC
Pocatello, ID
Univeristy Financial Group, LLC of Pocatello, ID is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $4,512 in reported broker commissions (plan year 2024).
Quick answer
Univeristy Financial Group, LLC (Pocatello, ID) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Univeristy Financial Group, LLC have?
- Univeristy Financial Group, LLC is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Univeristy Financial Group, LLC's largest employer clients?
- By plan participants, the largest include La Semiconductor.
- How much does Univeristy Financial Group, LLC earn in commissions?
- Insurers reported $4,512 in broker commissions paid to Univeristy Financial Group, LLC for plan year 2024, per Schedule A Part 1.
- Where is Univeristy Financial Group, LLC located?
- Univeristy Financial Group, LLC is based in Pocatello, ID.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Univeristy Financial Group, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| La Semiconductor | ID | 0 | 2024-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Idaho
- Castle Lake Insurance LLC: 13 employer clients, $566,997 reported commissions (Idaho Falls)
- Holly Kristine Hall: 16 employer clients, $184,019 reported commissions (Hayden)
- Jeremy L Tomlinson: 14 employer clients, $1,528 reported commissions (Boise)
- Advanced Benefit, Inc.: 13 employer clients, $267,680 reported commissions (Coeur D Alene)
- Chad Murray: 7 employer clients, $164,213 reported commissions (Coeur D Alene)
- Ronny Ann Warner: 15 employer clients, $27,683 reported commissions (Kuna)
- Benefits2 Administrators LLC: 9 employer clients (Meridian)
- Denise A Maxwell: 13 employer clients, $6,162 reported commissions (Meridian)
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.