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  2. Georg Utz
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Georg Utz

EIN 30-0153086-Manufacturing-Latest filing 2025
Plans
8
Retirement
1
$9.1M assets
Health & Benefits
7
$254K premiums
Participants
1,138
14000 NORTH 250 WEST - EDINBURGH, IN 46124812-526-2240utzgroup.usLinkedIn11-50 employees
Plans on this EIN
8 filings
#001401(k)-$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+2 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 7 health and benefits plans.

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
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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

GEORG UTZ 401K PLAN

401(k)

Assets$9.1M
Participants182
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

GEORG UTZ INC. LONG TERM DISABILITY PLAN

Fully insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$72K
Covered lives136
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

GEORG UTZ INC. SHORT TERM DISABILITY PLAN

Fully insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$72K
Covered lives137
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

GEORG UTZ, INC. DENTAL PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$59K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

GEORG UTZ, INC. LIFE AND ADD PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$22K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

GEORG UTZ, INC. SUPPLEMENTAL HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$17K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

GEORG UTZ, INC. VISION PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$13K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

GEORG UTZ, INC. MEDICAL PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GEORG UTZ 401K PLAN401(k)$9.1M1822025
  • GEORG UTZ 401K PLAN$9.1M
    #001 · 401(k) · 2025182

Health & Benefits plans

7 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • GEORG UTZ INC. LONG TERM DISABILITY PLAN$72K
    #505 · Fully insured · AMERICAN UNITED LIFE INSURANCE COMPANY · 2024136
  • GEORG UTZ INC. SHORT TERM DISABILITY PLAN$72K
    #506 · Fully insured · AMERICAN UNITED LIFE INSURANCE COMPANY · 2024137
  • GEORG UTZ, INC. DENTAL PLAN$59K
    #502 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025139
  • GEORG UTZ, INC. LIFE AND ADD PLAN$22K
    #504 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025139
  • GEORG UTZ, INC. SUPPLEMENTAL HEALTH PLAN$17K
    #507 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025139
  • GEORG UTZ, INC. VISION PLAN$13K
    #503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025139
  • GEORG UTZ, INC. MEDICAL PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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