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Sponsor portfolio

UNITED REFRIGERATION, INC.

EIN 23-1307731-wholesale-Latest filing 2025
Plans
2
Retirement
1
$210.2M assets
Welfare
1
$4.0M premiums
Participants
4,371
11401 ROOSEVELT BLVD - PHILADELPHIA, PA 19154215-698-9100uri.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
2 filings
#002401k-$210.2M - 1,978 part#501Fully Insured-$4.0M - 3,547 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 3,547 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.0M
  • Short-term disability$2.0M
  • Other$1.9M
  • Long-term disability$1.9M
  • Dental$1.3M
  • Health$581K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • METROPOLITAN LIFE INSURANCE COMPANY62%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $4.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • AP BENEFIT ADVISORS, LLC59%
  • ACCRETIVE ENROLLMENT SERVICES LLC35%
  • ASSUREDPARTNERS6%
  • CRAWFORD ADVISORS, LLC0%
Total $500K4 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 REFRIGERATION AND AFFILIATES RETIREMENT AND 401K PLAN

401k

Assets$210.2M
Participants1,978
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED REFRIGERATION INC & AFFILIATES GROUP INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives3,547
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED REFRIGERATION AND AFFILIATES RETIREMENT AND 401K PLAN401k$210.2M1,9782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED REFRIGERATION INC & AFFILIATES GROUP INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$4.0M3,5472025
Retirement plans
Welfare plans
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