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Sponsor portfolio

UTICA ENTERPRISES, INC.

EIN 38-2173097-Latest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$1.0M premiums
Participants
486
5750 NEW KING STREET, SUITE 200 - TROY, MI 48098248-764-4500
Plans on this EIN
2 filings
#001401k-$32.4M - 321 part#502Fully Insured-$1.0M - 461 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 461 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$452K
  • Life$214K
  • Short-term disability$214K
  • Long-term disability$214K
  • Other$214K
  • Health$194K
  • +3 more
Total $1.0M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY43%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • PROCARE RX19%
  • DELTA DENTAL OF CALIFORNIA16%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • KAPNICK & COMPANY, INC.84%
  • CENTRO BENEFITS RESEARCH LLC16%
Total $66K2 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

UTICA ENTERPRISES, INC. 401(K) PLAN

401k

Assets$32.4M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UTICA ENTERPRISES, INC. AND SUBSIDIARIES WELFARE BENEFIT PLAN

Fully Insured - BERKLEY LIFE & HEALTH/STEALTH

Premiums$1.0M
Covered lives461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UTICA ENTERPRISES, INC. 401(K) PLAN401k$32.4M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UTICA ENTERPRISES, INC. AND SUBSIDIARIES WELFARE BENEFIT PLANFully InsuredBERKLEY LIFE & HEALTH/STEALTH$1.0M4612025
Retirement plans
Welfare plans
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