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Sponsor portfolio

UNIVERSAL CARD, INC

EIN 33-0928911-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$635K premiums
Participants
351
9012 RESEARCH DRIVE, SUITE 150 - IRVINE, CA 92618909-631-9549bndhmo.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$2.8M - 191 part#501Fully Insured-$635K - 186 lives

Benefits portfolio analytics

1 plan / $635K premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$544K
  • Prescription drug$544K
  • Dental$85K
  • Vision$81K
  • Life$81K
  • Other$3K
  • +1 more
Total $635K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $635K4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • DIGITAL INSURANCE LLC88%
  • CENTRO BENEFITS RESEARCH LLC11%
  • GIS BENEFITS INC1%
Total $35K3 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

UNIVERSAL CARD, INC. 401(K) PLAN

401k

Assets$2.8M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL CARD, INC. DBA MERCHANT SERVICES HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$635K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSAL CARD, INC. 401(K) PLAN401k$2.8M1912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL CARD, INC. DBA MERCHANT SERVICES HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$635K1862025
Retirement plans
Welfare plans
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