Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Prescription drug$5.3M
- Other$297K
- Life$285K
- Short-term disability$285K
- Long-term disability$285K
- +1 more
Sponsor portfolioTH
UNITED CAPITAL FINANCIAL ADVISORS, LLC
EIN 27-0493248financial servicesLatest filing 2025
Plans
2
Retirement
1
$41.0M assets
Welfare
1
$5.7M premiums
Participants
297
125 EAST JOHN CARPENTER, FREEWAY SUITE 200 - IRVING, TX 750622288952-377-8675unitedcapitalwealth.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.7M premiums / 506 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN1%
- KAISER FOUNDATION HEALTH PLAN INC0%
- MAVEN CLINIC CO.0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, 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
UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN
401k
Assets$41.0M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED CAPITAL FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$5.7M
Covered lives506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | 401k | $41.0M | 297 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED CAPITAL FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN | Mixed | AETNA LIFE INSURANCE CO. | $5.7M | 506 | 2025 |
Retirement plans
Welfare plans