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Sponsor portfolio

UNIQUESOURCE PRODUCTS & SERVICES

EIN 23-1523064-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$424K premiums
Participants
103
500 BENT CREEK BOULEVARD - MECHANICSBURG, PA 17050717-317-9581uniquesource.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$6.5M - 56 part#501Mixed-$424K - 103 lives

Benefits portfolio analytics

1 plan / $424K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$325K
  • Life$59K
  • Short-term disability$59K
  • Long-term disability$59K
  • Dental$34K
  • Vision$6K
Total $424K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • UNITEDHEALTHCARE INSURANCE COMPANY77%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
  • UNITED CONCORDIA INSURANCE COMPANY8%
  • BLUE CROSS OF CALIFORNIA1%
Total $424K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MCCONKEY BENEFITS & FINANCIAL SERV100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIQUESOURCE PRODUCTS & SERVICES 403B PLAN

403b

Assets$6.5M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIQUESOURCE PRODUCTS & SERVICES GROUP HEALTH PLAN (501)

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$424K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIQUESOURCE PRODUCTS & SERVICES 403B PLAN403b$6.5M562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIQUESOURCE PRODUCTS & SERVICES GROUP HEALTH PLAN (501)MixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$424K1032024
Retirement plans
Welfare plans
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