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Sponsor portfolio

URI, INC.

EIN 75-2202187-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$3.3M premiums
Participants
310
101 NORTH SHORELINE BOULEVARD, SUITE 450 - CORPUS CRISTI, TX 78401361-239-5450
Plans on this EIN
2 filings
#001401k-$1.7M - 141 part#501Fully Insured-$3.3M - 317 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Prescription drug$3.1M
  • Life$214K
  • Short-term disability$214K
  • Long-term disability$214K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY0%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $190K1 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

URI, INC. PROFIT SHARING PLAN

401k

Assets$1.7M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

URI, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$3.3M
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001URI, INC. PROFIT SHARING PLAN401k$1.7M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501URI, INC. HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$3.3M3172025
Retirement plans
Welfare plans
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