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UCARE MINNESOTA

EIN 36-3573805-Latest filing 2025
Plans
7
Retirement
1
$150.3M assets
Welfare
6
$2.4M premiums
Participants
3,626
PO BOX 519 - STUART, VA 24171612-676-3460
Plans on this EIN
7 filings
#001401k-$150.3M - 2,100 part#506Mixed-$1.2M - 2,428 lives#503Mixed-$1.0M - 1,673 lives#502Mixed-$115K - 3,045 lives#504Fully Insured-$103K - 1,809 lives#505Fully Insured-$41K - 234 lives#501Self Funded-0 lives

Benefits portfolio analytics

6 plans / $2.4M premiums / 9,189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$540K
  • Life$449K
  • Vision$111K
  • Other$62K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA87%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • MARSH & MCLENNAN AGENCY LLC78%
  • WATCH TOWER TECHNOLOGIES INC10%
  • HAYS COMPANIES, INC.8%
  • NHB BENEFITS1%
  • FINANCIAL SECURITY GROUP LLC1%
  • +3 more
Total $148K8 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

UCARE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$150.3M
Participants2,100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

UCARE MINNESOTA EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.2M
Covered lives2,428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UCARE MINNESOTA EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.0M
Covered lives1,673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UCARE MINNESOTA GROUP MEDICAL PLAN

Mixed - HEALTHPARTNERS ADMINISTRATORS, INC

Premiums$115K
Covered lives3,045
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

UCARE MINNESOTA VISION PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$103K
Covered lives1,809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

UCARE MINNESOTA EMPLOYEE LEGAL PLAN

Fully Insured - PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD

Premiums$41K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

UCARE MINNESOTA FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UCARE 401(K) RETIREMENT SAVINGS PLAN401k$150.3M2,1002024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
506UCARE MINNESOTA EMPLOYEE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.2M2,4282025
503UCARE MINNESOTA EMPLOYEE WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.0M1,6732024
502UCARE MINNESOTA GROUP MEDICAL PLANMixedHEALTHPARTNERS ADMINISTRATORS, INC$115K3,0452024
504UCARE MINNESOTA VISION PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$103K1,8092024
505UCARE MINNESOTA EMPLOYEE LEGAL PLANFully InsuredPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$41K2342024
501UCARE MINNESOTA FLEXIBLE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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