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Sponsor portfolioTH

UGN, INC.

EIN 36-3435795-automotive-Latest filing 2025
Plans
2
Retirement
1
$66.2M assets
Welfare
1
$894K premiums
Participants
3,244
2650 WARRENVILLE ROAD - DOWNERS GROVE, IL 60515773-437-2400ugn.comLinkedIn1001-5000 employeesautomotive
Plans on this EIN
2 filings
#002401k-$66.2M - 2,145 part#508Mixed-$894K - 1,302 lives

Benefits portfolio analytics

1 plan / $894K premiums / 1,302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$842K
  • Life$840K
  • Long-term disability$840K
  • Vision$52K
Total $894K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • RELIASTAR LIFE INSURANCE COMPANY94%
  • VISION SERVICE PLAN6%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $894K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • THE HORTON GROUP51%
  • GALLAGHER BENEFIT SERVICES, INC.32%
  • GBS SPECIALTY MARKETS, LLC9%
  • BSC AGENCY LLC8%
Total $175K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UGN, INC. RETIREMENT AND SAVINGS PLAN

401k

Assets$66.2M
Participants2,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

UGN, INC. EMPLOYEE HEALTH CARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$894K
Covered lives1,302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UGN, INC. RETIREMENT AND SAVINGS PLAN401k$66.2M2,1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508UGN, INC. EMPLOYEE HEALTH CARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$894K1,3022025
Retirement plans
Welfare plans
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