Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$708K
- Other$705K
- Life$625K
- Short-term disability$625K
- Long-term disability$625K
- Health$334K
- +2 more
Filings through .
Ubeo, LLC
EIN 81-5293028Retail TradeLatest filing 2025
Plans
2
Retirement
1
$99.7M assets
Health & Benefits
1
$1.9M premiums
Participants
2,807
401 SONTERRA BLVD., SUITE 350 - SAN ANTONIO, TX 78258210-918-6000
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.9M premiums / 1,721 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UBEO 401(K) RETIREMENT PLAN
401(k)
Assets$99.7M
Participants1,543
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UBEO, LLC WELFARE BENEFIT PLAN
Fully insured - DELTA DENTAL INSURANCE COMPANY
Premiums$1.9M
Covered lives1,721
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UBEO 401(K) RETIREMENT PLAN | 401(k) | $99.7M | 1,543 | 2025 |
- #001 · 401(k) · 20251,543
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UBEO, LLC WELFARE BENEFIT PLAN | Fully insured | DELTA DENTAL INSURANCE COMPANY | $1.9M | 1,721 | 2025 |
- #501 · Fully insured · DELTA DENTAL INSURANCE COMPANY · 20251,721
Retirement plans
Health & Benefits plans