PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. USPIRITUS, INC
Sponsor portfolioTH

USPIRITUS, INC

EIN 61-0471572-Latest filing 2025
Plans
3
Retirement
2
$5.2M assets
Welfare
1
$970K premiums
Participants
432
3121 BROOKLAWN CAMPUS DRIVE - LOUSIVILLE, KY 40218502-451-5177
Plans on this EIN
3 filings
#001403b-$2.6M - 156 part#003403b-$2.6M - 156 part#503Fully Insured-$970K - 154 lives

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 312 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • USPIRITUS, INC. 403(B) (#001)50%
  • USPIRITUS, INC. 403(B) (#003)50%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • USPIRITUS, INC. 403(B) (#001)156
  • USPIRITUS, INC. 403(B) (#003)156
Total 312Click row to drill in

Benefits portfolio analytics

1 plan / $970K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$832K
  • Other$50K
  • Dental$34K
  • Long-term disability$27K
  • Life$21K
  • Short-term disability$19K
  • +1 more
Total $970K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • ANTHEM LIFE INSURANCE COMPANY86%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • DELTA DENTAL OF CALIFORNIA4%
  • RELIASTAR LIFE INSURANCE COMPANY2%
  • WAYNE CORPORATION0%
Total $970K5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • SKYLINE TERRACE LLC4%
  • BENE RE LLC3%
Total $45K3 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

USPIRITUS, INC. 403(B) PLAN

403b

Assets$2.6M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

USPIRITUS, INC. 403(B) PLAN

403b

Assets$2.6M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

USPIRITUS WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$970K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001USPIRITUS, INC. 403(B) PLAN403b$2.6M1562024
003USPIRITUS, INC. 403(B) PLAN403b$2.6M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503USPIRITUS WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$970K1542025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica