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Sponsor portfolio

UNIVERSAL BEARINGS, LLC

EIN 26-0762205-automotive-Latest filing 2024
Plans
3
Retirement
1
$25.7M assets
Welfare
2
$912K premiums
Participants
920
431 N. BIRKEY PO BOX 38 - BREMEN, IN 46506574-546-2261LinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001ProfitSharing-$25.7M - 372 part#501Mixed-$860K - 480 lives#502Mixed-$52K - 295 lives

Benefits portfolio analytics

2 plans / $912K premiums / 775 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$682K
  • Dental$178K
  • Vision$178K
  • Life$52K
  • Other$52K
Total $912K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA75%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • STANDARD INSURANCE COMPANY6%
Total $912K3 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

UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$25.7M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$860K
Covered lives480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$52K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUSTProfitSharing$25.7M3722024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$860K4802024
502UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLANMixedSTANDARD INSURANCE COMPANY$52K2952024
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