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Sponsor portfolioTH

ULLICO INC.

EIN 52-1579726-financial services-Latest filing 2024
Plans
2
Retirement
1
$104.3M assets
Welfare
1
$946K premiums
Participants
702
8403 COLESVILLE ROAD, 14TH FLOOR - SILVER SPRING, MD 20910202-682-0900ullico.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$104.3M - 420 part#501Mixed-$946K - 282 lives

Benefits portfolio analytics

1 plan / $946K premiums / 282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$708K
  • Short-term disability$708K
  • Other$708K
  • Long-term disability$180K
  • Vision$59K
Total $946K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNION SECURITY INSURANCE COMPANY75%
  • SUN LIFE ASSURANCE COMPANY OF CANADA19%
  • VISION SERVICE PLAN6%
Total $946K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $9K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ULLICO INC. 401(K) PLAN

401k

Assets$104.3M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ULLICO INC. HEALTH AND WELFARE PLAN

Mixed - THE UNION LABOR LIFE INSURANCE COMPANY

Premiums$946K
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ULLICO INC. 401(K) PLAN401k$104.3M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ULLICO INC. HEALTH AND WELFARE PLANMixedTHE UNION LABOR LIFE INSURANCE COMPANY$946K2822024
Retirement plans
Welfare plans
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