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  2. ULSE INC.
Sponsor portfolio

ULSE INC.

EIN 30-1211139-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$82.3M assets
Welfare
1
$6.1M premiums
Participants
944
1603 ORRINGTON AVE, SUITE 1700 - EVANSTON, IL 60201847-664-2378
Plans on this EIN
2 filings
#001401k-$82.3M - 540 part#501Fully Insured-$6.1M - 720 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 720 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Other$313K
  • Life$243K
  • Long-term disability$243K
  • Vision$44K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • KAISER FOUNDATION HEALTH PLAN INC1%
  • +1 more
Total $6.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • DIGITAL INSURANCE LLC98%
  • CENTRO BENEFITS RESEARCH LLC1%
  • ENROLLEASE1%
Total $246K3 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

ULSE AND ULRI FINANCIAL SECURITY PLAN

401k

Assets$82.3M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ULSE INC. WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.1M
Covered lives720
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ULSE AND ULRI FINANCIAL SECURITY PLAN401k$82.3M5402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ULSE INC. WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.1M7202024
Retirement plans
Welfare plans
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