Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$59K
- Vision$59K
- Prescription drug$59K
- Stop-loss$59K
Sponsor portfolio
ULBRICH STAINLESS STEELS & SPECIAL METALS, INC
EIN 06-0706390mining & metalsLatest filing 2025
Plans
6
Retirement
1
$131.3M assets
Welfare
5
$225K premiums
Participants
3,385
153 WASHINGTON AVE - NORTH HAVEN, CT 06473203-239-4481ulbrich.comLinkedIn501-1000 employeesmining & metals
Benefits portfolio analytics
5 plans / $225K premiums / 1,217 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY74%
- ANTHEM LIFE INSURANCE COMPANY26%
Broker market share
Schedule A broker compensation
50%top
- C M SMITH AGENCY, INC.50%
- GCG FINANCIAL LLC50%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
ULBRICH PLUS SAVINGS AND RETIREMENT PLAN
401k
Assets$131.3M
Participants728
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ULBRICH STAINLESS STEELS & SPECIAL METALS, INC LTD PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$167K
Covered lives671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
ULBRICH STAINLESS STEELS & SPECIAL METALS, INC MEDICAL PLAN
Self Funded - ANTHEM HEALTH PLANS, INC.
Premiums$59K
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
ULBRICH STAINLESS STEELS & SPECIAL METALS, INC FRINGE BENEFIT PLAN 125 PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ULBRICH STAINLESS STEELS & SPECIAL METALS, INC. GLI PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
ULBRICH STAINLESS STEELS & SPECIAL METALS, INC DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | ULBRICH PLUS SAVINGS AND RETIREMENT PLAN | 401k | $131.3M | 728 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ULBRICH STAINLESS STEELS & SPECIAL METALS, INC LTD PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $167K | 671 | 2025 | |
| 504 | ULBRICH STAINLESS STEELS & SPECIAL METALS, INC MEDICAL PLAN | Self Funded | ANTHEM HEALTH PLANS, INC. | $59K | 546 | 2025 | |
| 505 | ULBRICH STAINLESS STEELS & SPECIAL METALS, INC FRINGE BENEFIT PLAN 125 PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 507 | ULBRICH STAINLESS STEELS & SPECIAL METALS, INC. GLI PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 508 | ULBRICH STAINLESS STEELS & SPECIAL METALS, INC DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans