PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GEORG UTZ
Sponsor portfolioTH

GEORG UTZ

EIN 30-0153086-Manufacturing-Latest filing 2025
Plans
8
Retirement
1
$9.1M assets
Welfare
7
$254K premiums
Participants
1,138
14000 NORTH 250 WEST - EDINBURGH, IN 46124812-526-2240utzgroup.usLinkedIn11-50 employees
Plans on this EIN
8 filings
#001401k-$9.1M - 182 part#505Fully Insured-$72K - 136 lives#506Fully Insured-$72K - 137 lives#502Fully Insured-$59K - 139 lives#504Fully Insured-$22K - 139 lives#507Mixed-$17K - 139 lives#503Fully Insured-$13K - 139 lives#501Self Funded-0 lives

Benefits portfolio analytics

7 plans / $254K premiums / 829 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$59K
  • Other$39K
  • Life$22K
  • Vision$13K
Total $110K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $110K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $15K1 slice

Plan deep-dives

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

GEORG UTZ 401K PLAN

401k

Assets$9.1M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

GEORG UTZ INC. LONG TERM DISABILITY PLAN

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$72K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

GEORG UTZ INC. SHORT TERM DISABILITY PLAN

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$72K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GEORG UTZ, INC. DENTAL PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$59K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

GEORG UTZ, INC. LIFE AND ADD PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$22K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

GEORG UTZ, INC. SUPPLEMENTAL HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$17K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GEORG UTZ, INC. VISION PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$13K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GEORG UTZ, INC. MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEORG UTZ 401K PLAN401k$9.1M1822025

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
505GEORG UTZ INC. LONG TERM DISABILITY PLANFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$72K1362024
506GEORG UTZ INC. SHORT TERM DISABILITY PLANFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$72K1372024
502GEORG UTZ, INC. DENTAL PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$59K1392025
504GEORG UTZ, INC. LIFE AND ADD PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$22K1392025
507GEORG UTZ, INC. SUPPLEMENTAL HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$17K1392025
503GEORG UTZ, INC. VISION PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$13K1392025
501GEORG UTZ, INC. MEDICAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica