Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$8.2M
- Life$6.3M
- Long-term disability$6.3M
- Health$3.4M
- Prescription drug$3.4M
- Vision$1.5M
- +2 more
Sponsor portfolio
UKG INC.
EIN 65-0694077computer softwareLatest filing 2025
Plans
2
Retirement
1
$1.98B assets
Welfare
1
$13.1M premiums
Participants
20,390
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13.1M premiums / 8,692 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA49%
- KAISER FOUNDATION HEALTH PLAN INC24%
- RELIASTAR LIFE INSURANCE COMPANY14%
- VISION SERVICE PLAN11%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
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$13.1M
Covered lives8,692
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UKG RETIREMENT SAVINGS PLAN | 401k | $1.98B | 11,829 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | UKG INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $13.1M | 8,692 | 2025 |
Retirement plans
Welfare plans