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Sponsor portfolio

UNIVERSAL PROJECTS INC. T/A ACE DISTRIBUTING

EIN 23-2576501-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$612K premiums
Participants
241
100 MIFFLIN DRIVE - WRIGHTSVILLE, PA 17368717-755-0774
Plans on this EIN
2 filings
#002401k-$4.0M - 125 part#501Fully Insured-$612K - 140 lives

Benefits portfolio analytics

1 plan / $612K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$450K
  • Health$87K
  • Dental$68K
  • Life$62K
  • Short-term disability$62K
  • Vision$7K
Total $612K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HM LIFE INSURANCE COMPANY74%
  • BEVCAP MANAGEMENT LLC14%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
  • HUMANA INSURANCE COMPANY1%
  • BLUE CROSS OF CALIFORNIA1%
  • +1 more
Total $612K6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MCCONKEY BENEFITS & FINANCIAL SERV100%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $8K2 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

UNIVERSAL PROJECTS INC T/A ACE DISTRIBUTING 401(K)PLAN

401k

Assets$4.0M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL PROJECTS, INC. T/A ACE DISTRIBUTING EMPLOYEE BENEFIT PLAN

Fully Insured - HM LIFE INSURANCE COMPANY

Premiums$612K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSAL PROJECTS INC T/A ACE DISTRIBUTING 401(K)PLAN401k$4.0M1252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL PROJECTS, INC. T/A ACE DISTRIBUTING EMPLOYEE BENEFIT PLANFully InsuredHM LIFE INSURANCE COMPANY$612K1402025
Retirement plans
Welfare plans
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