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Sponsor portfolio

UNIFIED RESIDENTIAL MANAGEMENT

EIN 84-2441320-real estate-Latest filing 2025
Plans
2
Retirement
1
$579K assets
Welfare
1
$630K premiums
Participants
276
11766 WILSHIRE BOULEVARD, SUITE 325 - LOS ANGELES, CA 90025310-806-6060unified-residential.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$579K - 147 part#502Fully Insured-$630K - 129 lives

Benefits portfolio analytics

1 plan / $630K premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$590K
  • Dental$590K
  • Prescription drug$590K
  • Vision$40K
  • Life$40K
  • Short-term disability$40K
  • +2 more
Total $630K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY6%
Total $630K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNIFIED RESIDENTIAL MANAGEMENT 401(K) PLAN

401k

Assets$579K
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNIFIED RESIDENTIAL MANAGEMENT WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$630K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIFIED RESIDENTIAL MANAGEMENT 401(K) PLAN401k$579K1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNIFIED RESIDENTIAL MANAGEMENT WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$630K1292025
Retirement plans
Welfare plans
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