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Sponsor portfolio

UKG INC.

EIN 65-0694077-computer software-Latest filing 2024
Plans
2
Retirement
1
$1.98B assets
Welfare
1
$10.9M premiums
Participants
20,501
2250 N COMMERCE PARKWAY - WESTON, FL 33326954-759-3207LinkedIn10001+ employeescomputer software
Plans on this EIN
2 filings
#001401k-$1.98B - 11,829 part#525Fully Insured-$10.9M - 9,035 lives

Benefits portfolio analytics

1 plan / $10.9M premiums / 9,035 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.5M
  • Life$5.5M
  • Long-term disability$5.5M
  • Health$3.8M
  • Prescription drug$3.8M
  • Vision$1.5M
  • +2 more
Total $10.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA51%
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • VISION SERVICE PLAN14%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $10.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $89K1 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

UKG RETIREMENT SAVINGS PLAN

401k

Assets$1.98B
Participants11,829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

UKG INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$10.9M
Covered lives9,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UKG RETIREMENT SAVINGS PLAN401k$1.98B11,8292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
525UKG INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$10.9M9,0352024
Retirement plans
Welfare plans
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