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Sponsor portfolio

HARPAK-ULMA PACKAGING, LLC

EIN 27-2323413-machinery-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$3.0M premiums
Participants
300
85 INDEPENDENCE DRIVE - TAUNTON, MA 02780508-884-2500harpak-ulma.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$16.0M - 164 part#501Fully Insured-$3.0M - 313 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$232K
  • Life$232K
  • Short-term disability$232K
  • Long-term disability$232K
  • Other$232K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • DIGITAL INSURANCE LLC87%
  • CENTRO BENEFITS RESEARCH LLC13%
Total $91K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HARPAK-ULMA PACKAGING, LLC

401k

Assets$16.0M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARPAK-ULMA PACKAGING, LLC WRAP DOCUMENT

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC

Premiums$3.0M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARPAK-ULMA PACKAGING, LLC401k$16.0M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARPAK-ULMA PACKAGING, LLC WRAP DOCUMENTFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC$3.0M3132025
Retirement plans
Welfare plans
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