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Sponsor portfolio

UTILITRA LLC

EIN 37-1381653-construction-Latest filing 2025
Plans
2
Retirement
1
$43.5M assets
Welfare
1
$553K premiums
Participants
805
200 LAKEFRONT PARKWAY - EDWARDSVILLE, IL 62025618-797-5353utilitra.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#004401k-$43.5M - 460 part#501Mixed-$553K - 343 lives

Benefits portfolio analytics

1 plan / $553K premiums / 343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$286K
  • Vision$286K
  • Life$266K
  • Short-term disability$266K
  • Long-term disability$266K
  • Other$266K
Total $553K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA48%
Total $553K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $72K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

FMS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$43.5M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UTILITRA, LLC FLEXIBLE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$553K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004FMS 401(K) PROFIT SHARING PLAN AND TRUST401k$43.5M4602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UTILITRA, LLC FLEXIBLE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$553K3432025
Retirement plans
Welfare plans
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