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
Filings through .
Top hat
United Capital Financial Advisors, LLC
EIN 27-0493248financial servicesLatest filing 2025
Plans
2
Retirement
1
$41.0M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $5.7M premiums / 506 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN
401(k)
Assets$41.0M
Participants297
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UNITED CAPITAL FINANCIAL ADVISORS, LLC HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$5.7M
Covered lives506
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | 401(k) | $41.0M | 297 | 2025 |
- #001 · 401(k) · 2025297
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · AETNA LIFE INSURANCE CO. · 2025506
Retirement plans
Health & Benefits plans