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Sponsor portfolioTH

UNITY LIMITED PARTNERSHIP

EIN 39-1750729-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$256K premiums
Participants
602
2366 OAK RIDGE CIRCLE - DEPERE, WI 54115920-338-1111LinkedIn201-500 employees
Plans on this EIN
2 filings
#002403b-$17.2M - 341 part#501Mixed-$256K - 260 lives

Benefits portfolio analytics

1 plan / $256K premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$228K
  • Life$219K
  • Short-term disability$219K
  • Long-term disability$219K
  • Vision$29K
Total $256K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY86%
  • UNITED HEALTHCARE INSURANCE COMPANY11%
  • EMPLOYEE NETWORK, INC.3%
Total $256K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITY LIMITED PARTNERSHIP 403(B) PLAN

403b

Assets$17.2M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITY LIMITED PARTNERSHIP WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$256K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITY LIMITED PARTNERSHIP 403(B) PLAN403b$17.2M3412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITY LIMITED PARTNERSHIP WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$256K2602024
Retirement plans
Welfare plans
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