Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$412K
- Life$344K
- Short-term disability$292K
- Long-term disability$292K
- Dental$274K
- Vision$43K
Sponsor portfolio
URBAN STRATEGIES, LLC
EIN 51-0443590management consultingLatest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$729K premiums
Participants
1,207
2341 9TH SOUTH STREET - ARLINGTON, VA 22204813-997-7040urbanstrategies.usLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $729K premiums / 818 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA56%
- DELTA DENTAL OF CALIFORNIA38%
- UNITEDHEALTHCARE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
83%top
- HP PLANNING LLC83%
- GCG FINANCIAL LLC12%
- PROFESSIONAL GROUP PLANS INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
URBAN STRATEGIES LLC 401(K) PLAN
401k
Assets$4.0M
Participants723
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
URBAN STRATEGIES, LLC WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$729K
Covered lives818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | URBAN STRATEGIES LLC 401(K) PLAN | 401k | $4.0M | 723 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | URBAN STRATEGIES, LLC WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $729K | 818 | 2025 |
Retirement plans
Welfare plans