PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNIVERSAL ATHLETIC SERVICES, INC.
Sponsor portfolio

UNIVERSAL ATHLETIC SERVICES, INC.

EIN 81-0340377-consumer goods-Latest filing 2025
Plans
3
Retirement
1
$10.1M assets
Welfare
2
$297K premiums
Participants
172
912 N 7TH AVE - BOZEMAN, MT 59715406-587-4415LinkedIn51-200 employeesconsumer goods
Plans on this EIN
3 filings
#002401k-$10.1M - 109 part#501Mixed-$290K - 28 lives#502Fully Insured-$7K - 35 lives

Benefits portfolio analytics

2 plans / $297K premiums / 63 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$15K
  • Vision$15K
  • Long-term disability$5K
  • Life$2K
Total $297K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PRINCIPAL6%
  • NORTHWESTERN MUTUAL2%
Total $297K3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • KELLY GARRETT SKAGGS65%
  • JEFFERY MATTHEW REYNOLDS22%
  • CASTRONOVO FINANCIAL GROUP INC14%
Total $1K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNIVERSAL ATHLETIC SERVICES, INC. 401(K) RETIREMENT PLAN

401k

Assets$10.1M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL ATHLETIC SERVICES, INC. FLEXIBLE BENEFITS PLAN

Mixed - HCSC-BLUECROSS BLUESHIELD OF MONTANA

Premiums$290K
Covered lives28
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNIVERSAL ATHLETIC SERVICES, INC. EMPLOYER PROVIDED GROUP BENEFIT PLAN

Fully Insured - NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY

Premiums$7K
Covered lives35
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSAL ATHLETIC SERVICES, INC. 401(K) RETIREMENT PLAN401k$10.1M1092025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL ATHLETIC SERVICES, INC. FLEXIBLE BENEFITS PLANMixedHCSC-BLUECROSS BLUESHIELD OF MONTANA$290K282025
502UNIVERSAL ATHLETIC SERVICES, INC. EMPLOYER PROVIDED GROUP BENEFIT PLANFully InsuredNORTHWESTERN MUTUAL LIFE INSURANCE COMPANY$7K352025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica