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  1. Companies/
  2. UNIVERSAL LEAF TOBACCO COMPANY INC
Sponsor portfolioTH

UNIVERSAL LEAF TOBACCO COMPANY INC

EIN 54-0741848-tobacco-Latest filing 2024
Plans
4
Retirement
2
$327.6M assets
Welfare
2
$2.2M premiums
Participants
6,800
9201 FOREST HILL AVE - RICHMOND, VA 23235804-359-9311universalcorp.comLinkedIn1001-5000 employeestobacco
Plans on this EIN
4 filings
#001TraditionalDB-$206.4M - 1,282 part#005401k-$121.2M - 3,881 part#544Mixed-$2.2M - 2,591 lives#545Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $327.6M assets / 5,163 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • DESIGNATED AFFILIATED COS (#001)63%
  • INC. 401(K) Savings (#005)37%
Total $327.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#005)3,881
  • DESIGNATED AFFILIATED COS (#001)1,282
Total 5,163Click row to drill in

Benefits portfolio analytics

2 plans / $2.2M premiums / 2,591 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$753K
  • Health$749K
  • Life$689K
  • Stop-loss$544K
  • Short-term disability$159K
  • Long-term disability$159K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • METROPOLITAN LIFE INSURANCE COMPANY39%
  • UNITEDHEALTHCARE INSURANCE COMPANY32%
  • HM LIFE INSURANCE COMPANY24%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ALLIANT INSURANCE SERVICES, INC.73%
  • GIS BENEFITS INC27%
Total $161K2 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

EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBACCO CO. & DESIGNATED AFFILIATED COS

TraditionalDB

Assets$206.4M
Participants1,282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

UNIVERSAL LEAF TOBACCO COMPANY, INC. 401(K) SAVINGS PLAN

401k

Assets$121.2M
Participants3,881
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#544

UNIVERSAL LEAF TOBACCO COMPANY INC WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives2,591
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545

UNIVERSAL LEAF TOBACCO COMPANY INC MEDICARE CAMPAIGN HRA

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EMPLOYEES' RETIREMENT PLAN OF UNIVERSAL LEAF TOBACCO CO. & DESIGNATED AFFILIATED COSTraditionalDB$206.4M1,2822024
005UNIVERSAL LEAF TOBACCO COMPANY, INC. 401(K) SAVINGS PLAN401k$121.2M3,8812024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
544UNIVERSAL LEAF TOBACCO COMPANY INC WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.2M2,5912024
545UNIVERSAL LEAF TOBACCO COMPANY INC MEDICARE CAMPAIGN HRASelf Funded-$002024
Retirement plans
Welfare plans
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