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  2. ULMA FORM WORKS, INC
Sponsor portfolio

ULMA FORM WORKS, INC

EIN 22-3617107-construction-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$1.8M premiums
Participants
286
16-00 ROUTE 208 SOUTH, SUITE LL4 - FAIRLAWN, NJ 07410201-691-4480ulma-c.usLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$8.4M - 170 part#501Fully Insured-$1.8M - 205 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$185K
  • Life$185K
  • Long-term disability$185K
  • Vision$12K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HORIZON HEALTHCARE SERVICES, INC.89%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • ALTOMARE FINANCIAL GROUP, INC.78%
  • ADVANTEDGE BENEFITS GROUP CORP12%
  • JAMES R NELLIGAN & ASSOCIATES LLC10%
  • CENTERSTONE INSURANCE AND FINANCIAL1%
  • DIGITAL INSURANCE LLC0%
Total $121K5 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

ULMA FORM WORKS 401(K) PLAN

401k

Assets$8.4M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ULMA FORM WORKS BENEFIT PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC.

Premiums$1.8M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ULMA FORM WORKS 401(K) PLAN401k$8.4M1702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ULMA FORM WORKS BENEFIT PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC.$1.8M2052025
Retirement plans
Welfare plans
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