PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Universal Bearings, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Universal Bearings, LLC

EIN 26-0762205-automotive-Latest filing 2025
Plans
3
Retirement
1
$24.9M assets
Health & Benefits
2
$1.0M premiums
Participants
866
431 N. BIRKEY PO BOX 38 - BREMEN, IN 46506574-546-2261LinkedIn201-500 employeesautomotive
Plans on this EIN
3 filings
#001Profit-sharing-$24.9M - 365 part#501Mixed-$973K - 437 lives#502Mixed-$54K - 264 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.0M premiums / 701 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$795K
  • Dental$177K
  • Vision$177K
  • Life$54K
  • Other$54K
Total $1.0M5 rows
See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUST

Profit-sharing

Assets$24.9M
Participants365
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$973K
Covered lives437
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$54K
Covered lives264
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUSTProfit-sharing$24.9M3652025
  • UNIVERSAL BEARINGS LLC PROFIT SHARING PLAN & TRUST$24.9M
    #001 · Profit-sharing · 2025365

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$973K4372025
#502UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLANMixedSTANDARD INSURANCE COMPANY$54K2642025
  • UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLAN$973K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025437
  • UNIVERSAL BEARINGS LLC EMPLOYEE BENEFICIARY ASSOCIATION PLAN$54K
    #502 · Mixed · STANDARD INSURANCE COMPANY · 2025264
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica