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Sponsor portfolio

UCONNECTCARE INC.

EIN 16-1068629-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$660K premiums
Participants
239
430 EAST MAIN STREET - BATAVIA, NY 14020585-815-1801
Plans on this EIN
2 filings
#001401k-$3.4M - 146 part#511Fully Insured-$660K - 93 lives

Benefits portfolio analytics

1 plan / $660K premiums / 93 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$600K
  • Dental$27K
  • Vision$27K
  • Other$26K
  • Life$15K
  • Short-term disability$8K
  • +1 more
Total $660K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • INDEPENDENT HEALTH91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $660K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • TOMPKINS INSURANCE AGENCIES91%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
Total $33K2 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

UCONNECTCARE 401K PLAN

401k

Assets$3.4M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

UCONNECTCARE, INC EMPLOYEE BENEFIT PLAN

Fully Insured - INDEPENDENT HEALTH BENEFITS CORPORATION

Premiums$660K
Covered lives93
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UCONNECTCARE 401K PLAN401k$3.4M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511UCONNECTCARE, INC EMPLOYEE BENEFIT PLANFully InsuredINDEPENDENT HEALTH BENEFITS CORPORATION$660K932025
Retirement plans
Welfare plans
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