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Sponsor portfolio

UNITED CLAIM SOLUTIONS, LLC

EIN 81-5130313-Latest filing 2025
Plans
2
Retirement
1
$13.5M assets
Welfare
1
$1.9M premiums
Participants
1,046
23048 N 15TH AVENUE - PHOENIX, AZ 850271315602-393-4553
Plans on this EIN
2 filings
#001401k-$13.5M - 566 part#501Mixed-$1.9M - 861 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 861 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Dental$317K
  • Life$144K
  • Other$144K
  • Short-term disability$80K
  • Long-term disability$73K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • HCC LIFE INSURANCE COMPANY64%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • TRANSAMERICA LIFE INSURANCE COMPANY16%
  • EYEMED VISION CARE2%
  • EVOLUTION RISK PARTNERS, LLC0%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • BIRCH BENEFITS LLC63%
  • DISABILITY RMS17%
  • CENTRO BENEFITS RESEARCH LLC16%
  • ART HAUSER INSURANCE INC4%
Total $121K4 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

VALENZ 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$13.5M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED CLAIM SOLUTIONS, LLC HEALTH AND WELFARE PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VALENZ 401(K) RETIREMENT SAVINGS PLAN401k$13.5M5662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED CLAIM SOLUTIONS, LLC HEALTH AND WELFARE PLANMixedHCC LIFE INSURANCE COMPANY$1.9M8612025
Retirement plans
Welfare plans
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