Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Vision$642K
- Other$200K
- Dental$77K
- Long-term disability$18K
Sponsor portfolio
U.S. HOLDINGS, INC.
EIN 59-0490595mining & metalsLatest filing 2025
Plans
3
Retirement
1
$19.8M assets
Welfare
2
$2.2M premiums
Participants
633
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.2M premiums / 267 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- UPMC HEALTH OPTIONS58%
- BLUE CROSS OF CALIFORNIA29%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- COMBINED INSURANCE COMPANY OF AMERICA4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
72%top
- BROWN & BROWN INSURANCE SERVICES72%
- SINGLE POINT ENROLLMENT SOLUTIONS10%
- HAYS COMPANIES, INC.5%
- FLORIDA GROUP BENEFITS INC3%
- WALTER LUISENRIQUE BENITEZ2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
U.S. HOLDINGS, INC. ET AL 401(K) PLAN
401k
Assets$19.8M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
U. S. HOLDINGS INC GROUP HEALTH PLAN
Fully Insured - HEALTH OPTIONS
Premiums$2.0M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
U. S. HOLDINGS INC VOLUNTARY PRODUCTS PLAN
Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$218K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | U.S. HOLDINGS, INC. ET AL 401(K) PLAN | 401k | $19.8M | 251 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | U. S. HOLDINGS INC GROUP HEALTH PLAN | Fully Insured | HEALTH OPTIONS | $2.0M | 144 | 2025 | |
| 504 | U. S. HOLDINGS INC VOLUNTARY PRODUCTS PLAN | Fully Insured | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $218K | 123 | 2025 |
Retirement plans
Welfare plans