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Sponsor portfolioTH

UNITED SERVICE ORGANIZATIONS, INC.

EIN 13-1610451-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
1
$87.6M assets
Welfare
1
$5.5M premiums
Participants
2,025
2111 WILSON BLVD, SUITE 1200 - ARLINGTON, VA 22201703-908-6454
Plans on this EIN
2 filings
#002401k-$87.6M - 1,315 part#501Fully Insured-$5.5M - 666 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Prescription drug$4.9M
  • Dental$4.8M
  • Vision$698K
  • Other$578K
  • Life$488K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • AETNA LIFE INSURANCE COMPANY76%
  • UNITEDHEALTHCARE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • +1 more
Total $5.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ASSUREDPARTNERS93%
  • WILLIS TOWERS WATSON US LLC6%
  • BROWN & BROWN INSURANCE SERVICES1%
Total $170K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN

401k

Assets$87.6M
Participants1,315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

USO HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$5.5M
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN401k$87.6M1,3152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501USO HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$5.5M6662024
Retirement plans
Welfare plans
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