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  2. U.S. VENTURE, INC.
Sponsor portfolioTH

U.S. VENTURE, INC.

EIN 39-0964014-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
1
$398.9M assets
Welfare
1
$6.1M premiums
Participants
11,089
425 BETTER WAY - APPLETON, WI 54915920-739-6101usventure.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$398.9M - 6,212 part#502Fully Insured-$6.1M - 4,698 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 4,698 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.6M
  • Health$3.7M
  • Prescription drug$3.7M
  • Dental$3.4M
  • Life$1.9M
  • Long-term disability$1.9M
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITEDHEALTHCARE INSURANCE COMPANY60%
  • SUN LIFE ASSURANCE COMPANY OF CANADA31%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • CURALINC HEALTHCARE1%
  • +1 more
Total $6.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • USI INSURANCE SERVICES LLC59%
  • GALLAGHER BENEFIT SERVICES, INC.30%
  • ASSOCIATED FINANCIAL GROUP LLC11%
Total $436K3 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

U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$398.9M
Participants6,212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

U.S. VENTURE, INC. EMPLOYEE HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.1M
Covered lives4,698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001U.S. VENTURE 401(K) RETIREMENT SAVINGS PLAN401k$398.9M6,2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502U.S. VENTURE, INC. EMPLOYEE HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.1M4,6982024
Retirement plans
Welfare plans
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