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Sponsor portfolio

UNITED INITIATORS, INC.

EIN 52-2276606-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$422K premiums
Participants
322
555 GARDEN STREET - ELYRIA, OH 44035440-326-2402
Plans on this EIN
2 filings
#001401k-$22.3M - 181 part#501Mixed-$422K - 239 lives

Benefits portfolio analytics

1 plan / $422K premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$258K
  • Life$209K
  • Short-term disability$209K
  • Long-term disability$209K
  • Dental$164K
  • Vision$164K
Total $422K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA49%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $422K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • GALLAGHER BENEFIT SERVICES, INC.88%
  • CENTRO BENEFITS RESEARCH LLC12%
  • MERCER HEALTH AND BENEFITS, LLC-0%
Total $64K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED INITIATORS, INC. 401(K) PLAN

401k

Assets$22.3M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED INITIATORS, INC. CAFETERIA AND HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$422K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED INITIATORS, INC. 401(K) PLAN401k$22.3M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED INITIATORS, INC. CAFETERIA AND HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$422K2392025
Retirement plans
Welfare plans
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