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Sponsor portfolio

UNIVERSAL PROPERTY & CASUALTY

EIN 65-0789077-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$100.3M assets
Welfare
1
$1.5M premiums
Participants
2,977
1110 WEST COMMERCIAL BLVD - FORT LAUDERDALE, FL 33309800-425-9113
Plans on this EIN
2 filings
#001401k-$100.3M - 1,303 part#510Mixed-$1.5M - 1,674 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,674 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.5M
  • Vision$1.5M
  • Life$1.5M
  • Short-term disability$1.5M
  • Long-term disability$1.5M
  • Other$1.5M
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ALEXANDER WELCH90%
  • WATCHTOWER BENEFITS, LLC10%
Total $245K2 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

UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN

401k

Assets$100.3M
Participants1,303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

UNIVERSAL PROPERTY & CASUALTY WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,674
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSAL PROPERTY & CASUALTY 401(K) PROFIT SHARING PLAN401k$100.3M1,3032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510UNIVERSAL PROPERTY & CASUALTY WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.5M1,6742025
Retirement plans
Welfare plans
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