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Sponsor portfolio

UNICO LLC

EIN 39-1092796-electrical/electronic manufacturing-Latest filing 2024
Plans
2
Retirement
1
$55.4M assets
Welfare
1
$4.7M premiums
Participants
871
3725 NICHOLSON RD - FRANKSVILLE, WI 53126412-968-0100unicous.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$55.4M - 490 part#502Mixed-$4.7M - 603 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 603 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Dental$4.5M
  • Vision$4.5M
  • Other$284K
  • Life$282K
  • Long-term disability$282K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $186K2 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

UNICO TECHNOLOGIES GROUP 401(K) PLAN

401k

Assets$55.4M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNICO TECHNOLOGIES, LLC HEALTH & WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.7M
Covered lives603
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNICO TECHNOLOGIES GROUP 401(K) PLAN401k$55.4M4902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNICO TECHNOLOGIES, LLC HEALTH & WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$4.7M6032024
Retirement plans
Welfare plans
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