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Sponsor portfolio

STORAGE DELUXE MGT LLC

EIN 52-2268553-Latest filing 2025
Plans
4
Retirement
1
$11.1M assets
Welfare
3
$3.5M premiums
Participants
1,260
26 WEST 17TH STREET, SUITE 801 - NEW YORK, NY 10011212-904-0404
Plans on this EIN
4 filings
#002401k-$11.1M - 428 part#502Fully Insured-$3.2M - 266 lives#503Fully Insured-$174K - 267 lives#501Mixed-$82K - 299 lives

Benefits portfolio analytics

3 plans / $3.5M premiums / 832 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$2.7M
  • Dental$174K
  • Vision$174K
  • Life$82K
  • Long-term disability$82K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • KAISER FOUNDATION HEALTH PLAN INC15%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • ALEXANDER SHAPSES39%
  • RSC INSURANCE BROKERAGE INC32%
  • BENEFITMALL18%
  • CENTERSTONE INSURANCE AND FINANCIAL9%
  • DKG INSURANCE & FINANCIAL SERVICES2%
Total $147K5 slices

Plan deep-dives

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

UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC 401(K) PLAN

401k

Assets$11.1M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

STORAGE DELUXE MEDICAL

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.2M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

STORAGE DELUXE DENTAL AND VISION

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$174K
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

STORAGE DELUXE LIFE AND LTD

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$82K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UOVO MANAGEMENT LLC AND STORAGE DELUXE MANAGEMENT LLC 401(K) PLAN401k$11.1M4282024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502STORAGE DELUXE MEDICALFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.2M2662025
503STORAGE DELUXE DENTAL AND VISIONFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$174K2672025
501STORAGE DELUXE LIFE AND LTDMixedUNITEDHEALTHCARE INSURANCE COMPANY$82K2992025
Retirement plans
Welfare plans
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