PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TELEFONICA GLOBAL SOLUTIONS USA, INC.
Sponsor portfolio

TELEFONICA GLOBAL SOLUTIONS USA, INC.

EIN 52-2215332-Latest filing 2025
Plans
3
Retirement
2
$36.1M assets
Welfare
1
$3.3M premiums
Participants
344
800 WATERFORD WAY, SUITE 300 - MIAMI, FL 33126305-925-5800
Plans on this EIN
3 filings
#002401k-$33.4M - 203 part#001ProfitSharing-$2.7M - 33 part#501Mixed-$3.3M - 354 lives

Retirement portfolio analytics

2 plans aggregated / $36.1M assets / 236 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • USA, INC., 401(K) (#002)92%
  • PLAN (PUERTO RICO) (#001)8%
Total $36.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • USA, INC., 401(K) (#002)203
  • PLAN (PUERTO RICO) (#001)33
Total 236Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$3.2M
  • Vision$3.2M
  • Prescription drug$3.2M
  • Other$148K
  • Life$130K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • ARAG INSURANCE COMPANY0%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $119K1 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

TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLAN

401k

Assets$33.4M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TELEFONICA GLOBAL SOLUTIONS USA, INC. CODA RETIREMENT PLAN (PUERTO RICO)

ProfitSharing

Assets$2.7M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TELEFONICA GLOBAL SOLUTIONS HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TELEFONICA GLOBAL SOLUTIONS USA, INC., 401(K) PLAN401k$33.4M2032024
001TELEFONICA GLOBAL SOLUTIONS USA, INC. CODA RETIREMENT PLAN (PUERTO RICO)ProfitSharing$2.7M332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TELEFONICA GLOBAL SOLUTIONS HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.3M3542025
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