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Sponsor portfolio

UNITEDLEX CORPORATION

EIN 20-5529066-legal services-Latest filing 2025
Plans
2
Retirement
1
$39.2M assets
Welfare
1
$9.5M premiums
Participants
1,747
11501 OUTLOOK STREET, SUITE 450 - OVERLAND PARK, KS 66211913-685-8900unitedlex.comLinkedIn1001-5000 employeeslegal services
Plans on this EIN
2 filings
#001401k-$39.2M - 1,316 part#501Mixed-$9.5M - 483 lives

Benefits portfolio analytics

1 plan / $9.5M premiums / 483 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.9M
  • Prescription drug$8.9M
  • Other$378K
  • Life$305K
  • Long-term disability$305K
  • Dental$215K
  • +1 more
Total $9.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • STANDARD INSURANCE COMPANY3%
  • DELTA DENTAL OF CALIFORNIA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN0%
  • +2 more
Total $9.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BROWN & BROWN INSURANCE SERVICES82%
  • HAYS COMPANIES, INC.18%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $247K3 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

UNITEDLEX 401(K) PLAN

401k

Assets$39.2M
Participants1,316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITEDLEX CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF KANSAS CITY

Premiums$9.5M
Covered lives483
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITEDLEX 401(K) PLAN401k$39.2M1,3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITEDLEX CORPORATION EMPLOYEE BENEFITS PLANMixedBLUE CROSS AND BLUE SHIELD OF KANSAS CITY$9.5M4832025
Retirement plans
Welfare plans
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