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  2. UNITY BPO INC.
Sponsor portfolio

UNITY BPO INC.

EIN 81-1711661-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$63K premiums
Participants
321
6001 INDIAN SCHOOL RD NE STE 190 - ALBUQUERQUE, NM 87110
Plans on this EIN
2 filings
#001401k-$3.3M - 191 part#503Mixed-$63K - 150 lives

Benefits portfolio analytics

1 plan / $63K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$55K
  • Life$52K
  • Short-term disability$52K
  • Long-term disability$52K
  • Vision$8K
Total $63K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • PRINCIPAL LIFE INSURANCE COMPANY83%
  • STARMOUNT LIFE INSURANCE COMPANY12%
  • PRESBYTERIAN HEALTH PLAN INC.5%
Total $63K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • HUB INTERNATIONAL MIDWEST LIMITED60%
  • GIS BENEFITS INC40%
Total $14K2 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

UNITY BPO 401(K) PLAN

401k

Assets$3.3M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

UNITY BPO INC WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$63K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITY BPO 401(K) PLAN401k$3.3M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503UNITY BPO INC WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$63K1502025
Retirement plans
Welfare plans
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