Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
UST GLOBAL, INC
EIN 26-1539797Latest filing 2025
Plans
3
Retirement
2
$169.7M assets
Welfare
1
$3.3M premiums
Participants
7,357
101 ENTERPRISE - ALISO VIEJO, CA 92656949-716-8757
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $169.7M assets / 4,796 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.3M premiums / 2,572 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.8M
- Life$2.6M
- Short-term disability$2.6M
- Long-term disability$2.6M
- Vision$454K
- Health$149
Carrier market share
Premium dollars by Schedule A carrier
82%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
- VISION SERVICE PLAN14%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- BENEFITFOCUS.COM, INC.0%
- BENEFITSTORE INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UST GLOBAL INC 401(K) PLAN
401k
Assets$169.6M
Participants4,765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UST GLOBAL INC PUERTO RICO 401(K) PLAN
ProfitSharing
Assets$62K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UST GLOBAL, INC. HEALTH & WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$3.3M
Covered lives2,572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UST GLOBAL INC 401(K) PLAN | 401k | $169.6M | 4,765 | 2024 | |
| 002 | UST GLOBAL INC PUERTO RICO 401(K) PLAN | ProfitSharing | $62K | 31 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UST GLOBAL, INC. HEALTH & WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $3.3M | 2,572 | 2025 |
Retirement plans
Welfare plans