Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.6M
- Life$1.6M
- Short-term disability$1.6M
- Long-term disability$1.6M
- Other$1.6M
- Vision$72K
Sponsor portfolio
ULTIMUS FUND SOLUTIONS, LLC
EIN 31-1663251financial servicesLatest filing 2025
Plans
2
Retirement
1
$87.0M assets
Welfare
1
$1.7M premiums
Participants
2,501
225 PICTORIA DRIVE, SUITE 450 - CINCINNATI, OH 45246513-587-3410ultimusfundsolutions.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 1,625 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY96%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN
401k
Assets$87.0M
Participants1,305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ULTIMUS FUND SOLUTIONS, LLC HEALTH BENEFITS PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives1,625
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ULTIMUS FUND SOLUTIONS, LLC RETIREMENT & PROFIT SHARING PLAN | 401k | $87.0M | 1,305 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ULTIMUS FUND SOLUTIONS, LLC HEALTH BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.7M | 1,625 | 2025 |
Retirement plans
Welfare plans