PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNGERBOECK SYSTEMS INTERNATIONAL, INC.
Sponsor portfolio

UNGERBOECK SYSTEMS INTERNATIONAL, INC.

EIN 43-1372405-Information-Latest filing 2024
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$203K premiums
Participants
567
222 S MERAMEC AVE, SUITE 202-1083 - ST. LOUIS, MO 63105636-228-3331
Plans on this EIN
2 filings
#001401k-$42.6M - 349 part#501Mixed-$203K - 420 lives

Benefits portfolio analytics

1 plan / $203K premiums / 420 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$151K
  • Life$35K
  • Long-term disability$35K
  • Other$35K
  • Vision$17K
Total $203K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • AETNA LIFE INSURANCE COMPANY74%
  • SYMETRA LIFE INSURANCE COMPANY17%
  • EYEMED VISION CARE8%
Total $203K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$42.6M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNGERBOECK SYSTEMS INTERNATIONAL FLEXIBLE BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$203K
Covered lives420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNGERBOECK SYSTEMS INTERNATIONAL, INC. PROFIT SHARING 401(K) PLAN401k$42.6M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNGERBOECK SYSTEMS INTERNATIONAL FLEXIBLE BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$203K4202024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica