PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNITED COMMUNITY & FAMILY SERVICES INC.
Sponsor portfolio

UNITED COMMUNITY & FAMILY SERVICES INC.

EIN 06-0653142-Latest filing 2025
Plans
2
Retirement
1
$33.8M assets
Welfare
1
$4.0M premiums
Participants
914
34 EAST TOWN STREET - NORWICH, CT 06360860-822-4152
Plans on this EIN
2 filings
#003401k-$33.8M - 650 part#501Fully Insured-$4.0M - 360 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Dental$3.9M
  • Vision$3.9M
  • Long-term disability$51K
  • Life$48K
  • Other$23K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • HP PLANNING LLC72%
  • PROFESSIONAL GROUP PLANS INC13%
  • CREATIVE BENEFIT PLANNING8%
  • GCG FINANCIAL LLC7%
Total $33K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNITED COMMUNITY & FAMILY SERVICES, INC. 401(K) PLAN

401k

Assets$33.8M
Participants650
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED COMMUNITY & FAMILY SERVICES, INC.

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003UNITED COMMUNITY & FAMILY SERVICES, INC. 401(K) PLAN401k$33.8M6502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED COMMUNITY & FAMILY SERVICES, INC.Fully InsuredAETNA LIFE INSURANCE COMPANY$4.0M3602025
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