Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$250K
- Long-term disability$250K
- Other$250K
- Vision$61K
Sponsor portfolio
UNIFY CONSULTING LLC
EIN 84-1718461management consultingLatest filing 2025
Plans
2
Retirement
1
$55.6M assets
Welfare
1
$311K premiums
Participants
1,129
8259 122ND AVENUE NE - KIRKLAND, WA 98033206-395-2600unifyconsulting.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $311K premiums / 593 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA80%
- DELTA DENTAL OF CALIFORNIA20%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$55.6M
Participants729
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
UNIFY CONSULTING LLC HEALTH & WELFARE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$311K
Covered lives593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $55.6M | 729 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | UNIFY CONSULTING LLC HEALTH & WELFARE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $311K | 593 | 2025 |
Retirement plans
Welfare plans