Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$108K
- Life$70K
- Long-term disability$50K
- Short-term disability$26K
- Vision$14K
Sponsor portfolio
THE UTTERMOST COMPANY
EIN 54-1023188wholesaleLatest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$198K premiums
Participants
403
3325 GRASSY HILL ROAD - ROCKY MOUNT, VA 24151540-483-5103uttermost.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $198K premiums / 242 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY74%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY19%
- AMERITAS LIFE INSURANCE CORP.6%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
63%top
- MARSH & MCLENNAN AGENCY LLC63%
- MCGRIFF INSURANCE SERVICES INC30%
- BISHOP LONA4%
- THE BENEFIT COMPANY INC3%
- MARK WARE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE UTTERMOST COMPANY PROFIT SHARING PLAN
401k
Assets$14.5M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE UTTERMOST COMPANY HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$198K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE UTTERMOST COMPANY PROFIT SHARING PLAN | 401k | $14.5M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE UTTERMOST COMPANY HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $198K | 242 | 2025 |
Retirement plans
Welfare plans