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Sponsor portfolio

UNITED TRANZACTIONS, LLC

EIN 61-1608955-financial services-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$1.3M premiums
Participants
206
2811 CORPORATE WAY - MIRAMAR, FL 33025954-499-3683unitedtranzactions.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$4.1M - 106 part#501Fully Insured-$1.3M - 100 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$225K
  • Other$225K
  • Dental$181K
  • Vision$181K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • ROBERT M GLASS CORP1%
  • DANIEL CARRIAZO1%
  • URIBE, NESTOR1%
  • RAMON J FRIAS INC0%
  • +2 more
Total $85K7 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

UNITED TRANZACTIONS, LLC 401(K) PLAN

401k

Assets$4.1M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED TRANZACTIONS, LLC WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED TRANZACTIONS, LLC 401(K) PLAN401k$4.1M1062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED TRANZACTIONS, LLC WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1002025
Retirement plans
Welfare plans
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