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  2. UNIVERSAL SERVICES OF AMERICA, LP
Sponsor portfolio

UNIVERSAL SERVICES OF AMERICA, LP

EIN 61-1790568-security and investigations-Latest filing 2024
Plans
3
Retirement
1
$681.5M assets
Welfare
2
$205.6M premiums
Participants
408,581
450 EXCHANGE - IRVINE, CA 92602714-619-9700universalpro.comLinkedIn10001+ employeessecurity and investigations
Plans on this EIN
3 filings
#001401k-$681.5M - 231,285 part#502Fully Insured-$205.3M - 171,179 lives#503Fully Insured-$271K - 1,601 lives

Benefits portfolio analytics

2 plans / $205.6M premiums / 172,780 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$158.0M
  • Prescription drug$120.6M
  • Other$43.4M
  • Life$27.8M
  • Short-term disability$27.5M
  • Long-term disability$27.5M
  • +2 more
Total $205.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • KAISER FOUNDATION HEALTH PLAN INC56%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA13%
  • AETNA LIFE INSURANCE COMPANY10%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • AFLAC6%
  • +3 more
Total $205.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • THE BOON INSURANCE AGENCY1%
  • VIDAL & RODRIGUEZ0%
  • MERCER HEALTH AND BENEFITS, LLC0%
  • ACRISURE LLC0%
Total $6.3M5 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

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$205.3M
Covered lives171,179
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$271K
Covered lives1,601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED UNIVERSAL 401(K) PLAN401k$681.5M231,2852024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALLIED UNIVERSAL HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$205.3M171,1792024
503HEALTH AND WELFARE PLAN FOR EMPLOYEES OF ALLIED UNIVERSAL IN PUERTO RICOFully InsuredTRIPLE S SALUD, INC.$271K1,6012024
Retirement plans
Welfare plans
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