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Sponsor portfolio

UNITED STATES LIABILITY INSURANCE COMPANY

EIN 23-1383313-insurance-Latest filing 2024
Plans
3
Retirement
2
$359.3M assets
Welfare
1
$24.1M premiums
Participants
5,229
1190 DEVON PARK DRIVE, P O BOX 6700 - WAYNE, PA 19087610-688-2535LinkedIn11-50 employeesinsurance
Plans on this EIN
3 filings
#001ProfitSharing-$278.6M - 2,258 part#002401k-$80.7M - 1,708 part#501Fully Insured-$24.1M - 2,857 lives

Retirement portfolio analytics

2 plans aggregated / $359.3M assets / 3,966 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING PLAN (#001)78%
  • INSURANCE COMPANY 401(K) (#002)22%
Total $359.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)2,258
  • INSURANCE COMPANY 401(K) (#002)1,708
Total 3,966Click row to drill in

Benefits portfolio analytics

1 plan / $24.1M premiums / 2,857 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$21.8M
  • Vision$21.8M
  • Prescription drug$21.8M
  • Long-term disability$1.4M
  • Short-term disability$1.3M
  • Other$1.3M
  • +2 more
Total $24.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY0%
  • +1 more
Total $24.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GALLAGHER BENEFIT SERVICES, INC.90%
  • AMERIHEALTH ADMINISTRATORS INC7%
  • ASSUREDPARTNERS1%
  • GARY W. SMITH1%
  • CHRISTOPHER A LUPP0%
  • +3 more
Total $226K8 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

UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLAN

ProfitSharing

Assets$278.6M
Participants2,258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PLAN

401k

Assets$80.7M
Participants1,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

USLI HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$24.1M
Covered lives2,857
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED STATES LIABILITY INSURANCE COMPANY EMPLOYEES' PROFIT SHARING PLANProfitSharing$278.6M2,2582024
002UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PLAN401k$80.7M1,7082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501USLI HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS$24.1M2,8572024
Retirement plans
Welfare plans
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