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Sponsor portfolio

UNIVERSAL INSURANCE MANAGERS, INC.

EIN 42-1610421-insurance-Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$2.5M premiums
Participants
440
101 PARAMOUNT DRIVE, SUITE 220 - SARASOTA, FL 34232866-338-4262LinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$16.4M - 268 part#501Fully Insured-$2.5M - 172 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$108K
  • Vision$108K
  • Other$84K
  • Life$79K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • CBIZ BENEFITS & INSURANCE SERVICES80%
  • GIS BENEFITS INC13%
  • MARK S METTILLE6%
Total $84K3 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

UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US

401k

Assets$16.4M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL INSURANCE MANAGERS, INC. EMPLOYEE GROUP HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.5M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSAL INSURANCE COMPANY PROFIT SHARING & SAVINGS PLAN - US401k$16.4M2682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL INSURANCE MANAGERS, INC. EMPLOYEE GROUP HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.5M1722025
Retirement plans
Welfare plans
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