Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$121.0M
- Prescription drug$93.0M
- Other$43.1M
- Life$27.8M
- Short-term disability$27.6M
- Long-term disability$27.6M
- +2 more
Sponsor portfolio
UNIVERSAL SERVICES OF AMERICA, LP
EIN 61-1790568security and investigationsLatest filing 2025
Plans
3
Retirement
1
$681.5M assets
Welfare
2
$176.7M premiums
Participants
406,750
450 EXCHANGE - IRVINE, CA 92602714-619-9732universalpro.comLinkedIn10001+ employeessecurity and investigations
Benefits portfolio analytics
2 plans / $176.7M premiums / 175,113 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- KAISER FOUNDATION HEALTH PLAN INC50%
- LIFE INSURANCE COMPANY OF NORTH AMERICA16%
- AETNA LIFE INSURANCE COMPANY12%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
- AFLAC7%
- +3 more
Broker market share
Schedule A broker compensation
98%top
- LOCKTON COMPANIES, LLC98%
- THE BOON INSURANCE AGENCY1%
- VIDAL & RODRIGUEZ0%
- MERCER HEALTH AND BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLIED UNIVERSAL 401(K) PLAN
401k
Assets$681.5M
Participants231,285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ALLIED UNIVERSAL HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$176.5M
Covered lives173,646
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HEALTH AND WELFARE PLAN FOR EMPLOYEES OF ALLIED UNIVERSAL IN PUERTO RICO
Fully Insured - TRIPLE S SALUD, INC.
Premiums$194K
Covered lives1,467
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLIED UNIVERSAL 401(K) PLAN | 401k | $681.5M | 231,285 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ALLIED UNIVERSAL HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $176.5M | 173,646 | 2025 | |
| 503 | HEALTH AND WELFARE PLAN FOR EMPLOYEES OF ALLIED UNIVERSAL IN PUERTO RICO | Fully Insured | TRIPLE S SALUD, INC. | $194K | 1,467 | 2025 |
Retirement plans
Welfare plans