Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UEC HOLDINGS, INC.
EIN 83-2854715constructionLatest filing 2025
Plans
3
Retirement
2
$20.0M assets
Welfare
1
$382K premiums
Participants
469
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $20.0M assets / 280 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $382K premiums / 189 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$252K
- Life$200K
- Short-term disability$200K
- Long-term disability$200K
- Dental$130K
- Vision$130K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA66%
- STARMOUNT LIFE INSURANCE COMPANY34%
Broker market share
Schedule A broker compensation
69%top
- GALLAGHER BENEFIT SERVICES, INC.69%
- THE CASON GROUP INC31%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.8M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UEC HOLDINGS, INC. PENSION PROFIT SHARING PLAN
401k
Assets$8.2M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
UEC HOLDINGS HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$382K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UEC HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.8M | 93 | 2024 | |
| 001 | UEC HOLDINGS, INC. PENSION PROFIT SHARING PLAN | 401k | $8.2M | 187 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | UEC HOLDINGS HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $382K | 189 | 2025 |
Retirement plans
Welfare plans