PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNION SERVICE INDUSTRIES, INC.
Sponsor portfolio

UNION SERVICE INDUSTRIES, INC.

EIN 62-0391450-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$118K premiums
Participants
176
22 E COFFEE STREET, SUITE 200 - GREENVILLE, SC 29601864-516-1991
Plans on this EIN
2 filings
#004401k-$5.9M - 104 part#501Fully Insured-$118K - 90 lives

Benefits portfolio analytics

1 plan / $118K premiums / 90 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$118K
  • Dental$118K
  • Vision$118K
  • Life$118K
  • Short-term disability$118K
  • Long-term disability$118K
Total $118K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $118K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • VERO ADVISING75%
  • THE BALDWIN GROUP WEST LLC25%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

USI 401(K) PLAN

401k

Assets$5.9M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNION SERVICE INDUSTRIES, INC. EMPLOYEE GROUP MEDICAL PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$118K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004USI 401(K) PLAN401k$5.9M1042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNION SERVICE INDUSTRIES, INC. EMPLOYEE GROUP MEDICAL PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$118K902024
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