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Sponsor portfolio

URUS GROUP, LP

EIN 83-2013330-farming-Latest filing 2025
Plans
2
Retirement
1
$157.3M assets
Welfare
1
$843K premiums
Participants
3,442
2418 CROSSROADS DRIVE, SUITE 3200 3RD FLOOR - MADISON, WI 53718608-509-9632urus.orgLinkedIn1001-5000 employeesfarming
Plans on this EIN
2 filings
#002401k-$157.3M - 2,502 part#501Mixed-$843K - 837 lives

Benefits portfolio analytics

1 plan / $843K premiums / 837 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$691K
  • Long-term disability$691K
  • Other$691K
  • Short-term disability$83K
  • Vision$68K
Total $843K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA82%
  • LLOYDS OF LONDON10%
  • VISION SERVICE PLAN8%
Total $843K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $136K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

URUS GROUP LP 401(K) RETIREMENT PLAN

401k

Assets$157.3M
Participants2,502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

URUS GROUP, LP HEALTH & WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$843K
Covered lives837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002URUS GROUP LP 401(K) RETIREMENT PLAN401k$157.3M2,5022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501URUS GROUP, LP HEALTH & WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$843K8372025
Retirement plans
Welfare plans
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