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
Sponsor portfolio
UBEO, LLC
EIN 81-5293028Latest filing 2025
Plans
2
Retirement
1
$79.1M assets
Welfare
1
$1.9M premiums
Participants
2,676
401 EAST SONTERRA BOULEVARD, SUITE 350 - SAN ANTONIO, TX 78258210-918-6000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 1,721 covered livesCarrier market share
Premium dollars by Schedule A carrier
38%top
- DELTA DENTAL OF CALIFORNIA38%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
- KAISER FOUNDATION HEALTH PLAN INC18%
- EYEMED VISION CARE6%
- AFLAC3%
- +1 more
Broker market share
Schedule A broker compensation
98%top
- BROWN & BROWN INSURANCE SERVICES98%
- LOCKTON COMPANIES, LLC1%
- JOHN W. BUSCH1%
- RIVIERA PARADISE, LLC0%
- KIMBERLY DAWN ACOSTA0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UBEO 401(K) RETIREMENT PLAN
401k
Assets$79.1M
Participants1,412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UBEO, LLC WELFARE BENEFIT PLAN
Fully Insured - DELTA DENTAL INSURANCE COMPANY
Premiums$1.9M
Covered lives1,721
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UBEO 401(K) RETIREMENT PLAN | 401k | $79.1M | 1,412 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans