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Sponsor portfolio

UNITED ABILITY, INC.

EIN 63-0307960-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$708K premiums
Participants
481
100 OSLO CIRCLE - BIRMINGHAM, AL 35211205-944-3906unitedability.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$8.2M - 321 part#501Mixed-$708K - 160 lives

Benefits portfolio analytics

1 plan / $708K premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$538K
  • Dental$68K
  • Vision$68K
  • Other$44K
  • Life$31K
  • Long-term disability$29K
  • +1 more
Total $708K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HCC LIFE INSURANCE COMPANY76%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $708K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VALENT GROUP100%
Total $82K1 slice

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 ABILITY, INC. 403(B) RETIREMENT PLAN

403b

Assets$8.2M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED ABILITY, INC. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$708K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED ABILITY, INC. 403(B) RETIREMENT PLAN403b$8.2M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED ABILITY, INC. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$708K1602025
Retirement plans
Welfare plans
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