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Sponsor portfolio

THE UNITED DISTRIBUTION GROUP

EIN 20-4686712-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$63.0M assets
Welfare
1
$409K premiums
Participants
762
P.O. BOX 8300 - BRISTOL, VA 242038300423-573-7300
Plans on this EIN
2 filings
#001401k-$63.0M - 762 part#502Fully Insured-$409K - 750 lives

Benefits portfolio analytics

1 plan / $409K premiums / 750 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$409K
  • Short-term disability$409K
  • Long-term disability$409K
  • Other$409K
Total $409K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $409K1 slice

Broker market share

Schedule A broker compensation

Split broker
57%top
  • PROFESSIONAL GROUP PLANS INC57%
  • GARY WOOD ASSOCIATES, INC.39%
  • CORPORATE SYNERGIES GROUP LLC4%
Total $62K3 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

THE UNITED DISTRIBUTION GROUP 401(K) PLAN

401k

Assets$63.0M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE UNITED DISTRIBUTION GROUP LIFE PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$409K
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE UNITED DISTRIBUTION GROUP 401(K) PLAN401k$63.0M7622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE UNITED DISTRIBUTION GROUP LIFE PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$409K7502024
Retirement plans
Welfare plans
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