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Sponsor portfolio

UNIGEN CORPORATION

EIN 77-0289753-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$22.9M assets
Welfare
1
$1.3M premiums
Participants
666
39730 EUREKA DRIVE - NEWARK, CA 94560510-896-1724unigen.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
3 filings
#001401k-$19.9M - 353 part#002TraditionalDB-$3.0M - 53 part#502Mixed-$1.3M - 377 lives

Retirement portfolio analytics

2 plans aggregated / $22.9M assets / 406 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#001)87%
  • DEFINED BENEFIT PENSION (#002)13%
Total $22.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • FELICE RETIREMENT SERVICES87%
  • (Not disclosed)13%
Total $22.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)353
  • DEFINED BENEFIT PENSION (#002)53
Total 406Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Other$68K
  • Life$60K
  • Long-term disability$43K
  • Vision$23K
  • Short-term disability$8K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • KAISER FOUNDATION HEALTH PLAN INC89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • UBF INSURANCE SERVICES, INC.81%
  • ARCHON LLC17%
  • PROFESSIONAL GROUP PLAN, INC2%
Total $51K3 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

UNIGEN CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$19.9M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIGEN CORPORATION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.0M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNIGEN CORPORATION HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.3M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIGEN CORPORATION 401(K) PROFIT SHARING PLAN401k$19.9M3532024
002UNIGEN CORPORATION DEFINED BENEFIT PENSION PLANTraditionalDB$3.0M532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNIGEN CORPORATION HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$1.3M3772025
Retirement plans
Welfare plans
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