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Sponsor portfolio

UVP MANAGEMENT, LLC

EIN 81-4935409-Latest filing 2025
Plans
2
Retirement
1
$92.5M assets
Welfare
1
$1.4M premiums
Participants
2,780
909 LAKE CAROLYN PKWY, SUITE 1750 - IRVING, TX 75039314-369-3476
Plans on this EIN
2 filings
#001401k-$92.5M - 2,034 part#502Mixed-$1.4M - 1,538 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$601K
  • Short-term disability$307K
  • Long-term disability$198K
  • Other$133K
  • Life$120K
  • Vision$35K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA47%
  • BLUE CROSS OF CALIFORNIA43%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
  • EYEMED VISION CARE2%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ALLIANT INSURANCE SERVICES, INC.97%
  • PAYCOR INC3%
  • UVP MANAGEMENT, LLC0%
Total $165K3 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

UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$92.5M
Participants2,034
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UVP MANAGEMENT, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.4M
Covered lives1,538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UVP MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$92.5M2,0342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UVP MANAGEMENT, LLC EMPLOYEE WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.4M1,5382025
Retirement plans
Welfare plans
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