Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$597K
- Life$299K
- Short-term disability$299K
- Long-term disability$299K
- Other$299K
- Dental$156K
- +1 more
Sponsor portfolioTH
UTILI-SERVE, LLC
EIN 26-2847595utilitiesLatest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$1.1M premiums
Participants
682
1701 CABLE DRIVE NE - CONOVER, NC 28613828-469-7965utili-serve.comLinkedIn201-500 employeesutilities
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 583 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY57%
- HARTFORD LIFE AND ACCIDENT28%
- AMERITAS LIFE INSURANCE CORP.15%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UTILI-SERVE, LLC 401(K) PLAN
401k
Assets$9.8M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UTILI-SERVE WELFARE BENEFIT PLAN
Mixed - BERKLEY LIFE AND HEALTH INSURANCE COMPANY
Premiums$1.1M
Covered lives583
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UTILI-SERVE, LLC 401(K) PLAN | 401k | $9.8M | 339 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UTILI-SERVE WELFARE BENEFIT PLAN | Mixed | BERKLEY LIFE AND HEALTH INSURANCE COMPANY | $1.1M | 583 | 2025 |
Retirement plans
Welfare plans