Plan Ledger DOL Form 5500 · updated monthly

Universal Technical Institute, Inc.benefits

Universal Technical Institute, Inc. Employee Benefit Plan · PHOENIX, AZ · plan year 2025

Broker compensation reported · 2025
$343,934

Universal Technical Institute, Inc.'s benefits plans covered 3,450 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $343,934 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $100 per covered person, below the median for employer plans that report broker pay. Broker pay rose 14% from $301,135 in 2024.

Insurance contracts · 202510
HAWAII MEDICAL SERVICE ASSOCIATION · health drugpremiums n/a · 3 covered
EYEMED VISION CARE · visionpremiums n/a · 4,424 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 209 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drugpremiums n/a · 63 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 6,308 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 1,070 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 1,500 covered
METROPOLITAN LIFE INSURANCE COMPANY · healthpremiums n/a · 1,806 covered
METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO.premiums n/a · 567 covered
Brokers & agents paid · 202511
LOCKTON COMPANIES LLC$148,530 · incl $9,910 fees
IAS SERIES OF LOCKTON SPECIALTIES L$42,412 · incl $42,412 fees
NFP CORPORATE SERVICES PA INC$33,598 · incl $44 fees
NFP CORPORATE SERVICES PA INC.$56,752 · incl $132 fees
BENEPLACE$1,600 · incl $1,600 fees
MJ INSURANCE, INC$1,151 · incl $1,151 fees
LOCKTON COMPANIES LLC NORTHEAST$252 · incl $252 fees
Also brokered by Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 860226984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.