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  2. UNIO HEALTH PARTNERS, LLC
Sponsor portfolio

UNIO HEALTH PARTNERS, LLC

EIN 27-4201304-medical practice-Latest filing 2025
Plans
2
Retirement
1
$59.0M assets
Welfare
1
$6.7M premiums
Participants
1,516
21250 HAWTHORNE BLVD, SUITE 600 - TORRANCE, CA 90503858-888-7700uniohp.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$59.0M - 828 part#501Fully Insured-$6.7M - 723 lives

Benefits portfolio analytics

1 plan / $6.7M premiums / 723 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.4M
  • Dental$6.4M
  • Vision$6.4M
  • Prescription drug$6.4M
  • Other$380K
  • Life$366K
  • +2 more
Total $6.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CALIFORNIA PHYSICIANS SERVICE94%
  • HARTFORD LIFE AND ACCIDENT5%
  • CURALINC HEALTHCARE0%
Total $6.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ALLIANT INSURANCE SERVICES, INC.96%
  • GIS BENEFITS INC4%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $433K3 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

UNIO HEALTH PARTNERS, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN

401k

Assets$59.0M
Participants828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIO HEALTH PARTNERS, LLC WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$6.7M
Covered lives723
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIO HEALTH PARTNERS, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN401k$59.0M8282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIO HEALTH PARTNERS, LLC WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$6.7M7232025
Retirement plans
Welfare plans
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