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Sponsor portfolio

SYSTEMS UNLIMITED, INC.

EIN 42-0985205-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$4.1M premiums
Participants
1,331
2533 SCOTT BOULEVARD SE - IOWA CITY, IA 52240319-338-9212sui.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$16.0M - 916 part#502Fully Insured-$4.1M - 415 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Other$65K
  • Life$63K
  • Long-term disability$53K
  • Vision$30K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • VERATRUS BENEFIT SOLUTIONS1%
  • DELTA DENTAL OF CALIFORNIA1%
Total $4.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • HOLMES MURPHY & ASSOCIATES78%
  • AVANT SPECIALTY BENEFITS LLC21%
  • TRUENORTH COMPANIES LC0%
Total $28K3 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

SYSTEMS UNLIMITED, INC. 401(K) PLAN

401k

Assets$16.0M
Participants916
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SYSTEMS UNLIMITED, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - WELLMARK HEALTH PLAN OF IOWA

Premiums$4.1M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYSTEMS UNLIMITED, INC. 401(K) PLAN401k$16.0M9162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SYSTEMS UNLIMITED, INC. EMPLOYEE BENEFITS PLANFully InsuredWELLMARK HEALTH PLAN OF IOWA$4.1M4152025
Retirement plans
Welfare plans
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