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Sponsor portfolio

CUA OPCO, LLC

EIN 81-2954717-Latest filing 2025
Plans
2
Retirement
1
$170.8M assets
Welfare
1
$1.3M premiums
Participants
1,631
10200 GRAND CENTRAL AVENUE, SUITE 220 - OWINGS MILLS, MD 21117410-581-1600
Plans on this EIN
2 filings
#001401k-$170.8M - 1,631 part#502Mixed-$1.3M - 1,276 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Vision$134K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • HARTFORD LIFE AND ACCIDENT83%
  • VISION SERVICE PLAN10%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
101%top
  • LOCKTON COMPANIES, LLC101%
  • BROWN & BROWN INSURANCE SERVICES-1%
Total $105K2 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

UNITED UROLOGY GROUP RETIREMENT PLAN

401k

Assets$170.8M
Participants1,631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CUA OPCO, LLC GROUP BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.3M
Covered lives1,276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED UROLOGY GROUP RETIREMENT PLAN401k$170.8M1,6312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CUA OPCO, LLC GROUP BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$1.3M1,2762025
Retirement plans
Welfare plans
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