Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$181K
- Dental$62K
- Life$60K
- Other$30K
- Long-term disability$13K
- Vision$11K
Sponsor portfolio
UNIVERSAL DYNAMICS, INC.
EIN 54-0640047wholesaleLatest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$338K premiums
Participants
248
11700 SHANNON DRIVE - FREDERICKSBURG, VA 22408703-409-7000universalcompanies.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $338K premiums / 104 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- SYMETRA LIFE INSURANCE COMPANY53%
- RELIANCE STANDARD LIFE INSURANCE COMPANY22%
- METROPOLITAN LIFE INSURANCE COMPANY18%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
68%top
- SBR SERVICES LLC68%
- STALWART INSURANCE LLC27%
- VARNEY & COMPANY BENEFITS ADVISORS5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#401
UNA-DYN 401(K) PLAN
401k
Assets$9.6M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
UNIVERSAL DYNAMICS, INC.
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$338K
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 401 | UNA-DYN 401(K) PLAN | 401k | $9.6M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | UNIVERSAL DYNAMICS, INC. | Mixed | SYMETRA LIFE INSURANCE COMPANY | $338K | 104 | 2025 |
Retirement plans
Welfare plans