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Sponsor portfolioTH

UFS LLC

EIN 47-1128263-Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$4.1M premiums
Participants
811
2230 DAKOTA DRIVE - GRAFTON, WI 53024877-778-7774
Plans on this EIN
2 filings
#001401k-$20.3M - 190 part#501Fully Insured-$4.1M - 711 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 711 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$4.0M
  • Vision$4.0M
  • Prescription drug$4.0M
  • Life$160K
  • Short-term disability$160K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $4.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $103K1 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

UFS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$20.3M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UFS HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.1M
Covered lives711
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UFS LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$20.3M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UFS HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.1M7112025
Retirement plans
Welfare plans
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