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Sponsor portfolio

UE MANAGEMENT LLC

EIN 36-4795237-Latest filing 2025
Plans
2
Retirement
1
$32.1M assets
Welfare
1
$2.4M premiums
Participants
249
25 EAST SPRING VALLEY AVENUE - MAYWOOD, NJ 07607201-571-3500
Plans on this EIN
2 filings
#001401k-$32.1M - 142 part#505Mixed-$2.4M - 333 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Other$143K
  • Dental$135K
  • Life$118K
  • Long-term disability$118K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • MERCER HEALTH AND BENEFITS, LLC54%
  • MARSH & MCLENNAN AGENCY LLC38%
  • MCGRIFF INSURANCE SERVICES INC7%
  • EAST REGION0%
Total $124K4 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

UE MANAGEMENT 401(K) PLAN

401k

Assets$32.1M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

UE MANAGEMENT BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UE MANAGEMENT 401(K) PLAN401k$32.1M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505UE MANAGEMENT BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.4M3332025
Retirement plans
Welfare plans
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