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Sponsor portfolio

UNIVERSAL FIRE & CASUALTY INSU

EIN 35-1372324-insurance-Latest filing 2025
Plans
3
Retirement
1
$5.0M assets
Welfare
2
$1.5M premiums
Participants
372
2850 DIXIE HWY STE 100 - WATERFORD, MI 483281787616-871-2490LinkedIn1-10 employeesinsurance
Plans on this EIN
3 filings
#001401k-$5.0M - 134 part#501Fully Insured-$1.3M - 209 lives#502Fully Insured-$157K - 319 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 528 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$157K
  • Vision$157K
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • COMMUNITY INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • HUB INTERNATIONAL MIDWEST LIMITED66%
  • THE JAMES B OSWALD COMPANY20%
  • GIS BENEFITS INC8%
  • ERC SERVICES INC7%
Total $68K4 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 FIRE & CASUALTY INSU 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.0M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL FIRE & CASUALTY INSURANCE COMPANY MEDICAL PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY (G1728)

Premiums$1.3M
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNIVERSAL FIRE & CASUALTY INSURANCE COMPANY ANCILLARY BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$157K
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSAL FIRE & CASUALTY INSU 401(K) PROFIT SHARING PLAN & TRUST401k$5.0M1342025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL FIRE & CASUALTY INSURANCE COMPANY MEDICAL PLANFully InsuredCOMMUNITY INSURANCE COMPANY (G1728)$1.3M2092025
502UNIVERSAL FIRE & CASUALTY INSURANCE COMPANY ANCILLARY BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$157K3192025
Retirement plans
Welfare plans
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