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Sponsor portfolio

UNION ASSOCIATED PHYSICIANS CLINIC, LLC

EIN 27-0581401-medical practice-Latest filing 2024
Plans
2
Retirement
1
$61.2M assets
Welfare
1
$145K premiums
Participants
761
1606 NORTH 7TH STREET - TERRE HAUTE, IN 47804812-238-7603LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$61.2M - 686 part#501Mixed-$145K - 75 lives

Benefits portfolio analytics

1 plan / $145K premiums / 75 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$134K
  • Short-term disability$134K
  • Long-term disability$134K
  • Other$134K
  • Vision$11K
Total $145K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SYMETRA LIFE INSURANCE COMPANY92%
  • VISION SERVICE PLAN8%
Total $145K2 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • VHA MID-AMERICA INSURANCE SERVICES48%
  • GREGORY & APPEL, INC.20%
  • WATCHTOWER BENEFITS, LLC19%
  • NATIONAL BENEFITS CENTER LLC9%
  • USI INSURANCE SERVICES LLC4%
  • +1 more
Total $14K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UAP CLINIC RETIREMENT PLAN

401k

Assets$61.2M
Participants686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNION ASSOCIATED PHYSICIANS CLINIC LLC HEALTH BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$145K
Covered lives75
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003UAP CLINIC RETIREMENT PLAN401k$61.2M6862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNION ASSOCIATED PHYSICIANS CLINIC LLC HEALTH BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$145K752024
Retirement plans
Welfare plans
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