PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. US FALCON, INC.
Sponsor portfolio

US FALCON, INC.

EIN 04-3468856-defense & space-Latest filing 2025
Plans
2
Retirement
1
$33.2M assets
Welfare
1
$1.7M premiums
Participants
740
100 REGENCY FOREST DR STE 150 - CARY, NC 275188598919-459-7945usfalcon.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$33.2M - 500 part#502Fully Insured-$1.7M - 235 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • Dental$139K
  • Vision$26K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITEDHEALTHCARE INSURANCE COMPANY78%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • DELTA DENTAL OF CALIFORNIA8%
  • VISION SERVICE PLAN1%
  • HARTFORD LIFE AND ACCIDENT1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • JAMES A SCOTT & SON INC97%
  • WATCHTOWER BENEFITS, LLC3%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

USFALCON, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$33.2M
Participants500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

USFALCON, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001USFALCON, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$33.2M5002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502USFALCON, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M2352025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica