PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNITEK LEARNING EDUCATION GROUP CORP
Sponsor portfolio

UNITEK LEARNING EDUCATION GROUP CORP

EIN 84-3760384-Latest filing 2025
Plans
2
Retirement
1
$33.9M assets
Welfare
1
$12.8M premiums
Participants
3,064
1401 DOVE STREET, SUITE 340 - NEWPORT BEACH, CA 92660510-249-1060
Plans on this EIN
2 filings
#001401k-$33.9M - 1,989 part#501Fully Insured-$12.8M - 1,763 lives

Benefits portfolio analytics

1 plan / $12.8M premiums / 1,763 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.9M
  • Dental$9.1M
  • Prescription drug$1.8M
  • Life$608K
  • Short-term disability$608K
  • Long-term disability$608K
  • +2 more
Total $12.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AETNA LIFE INSURANCE COMPANY78%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • RELIASTAR LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $12.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • GALLAGHER BENEFIT SERVICES, INC.75%
  • MARSH & MCLENNAN AGENCY LLC25%
Total $427K2 slices

Plan deep-dives

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

UNITEK 401(K) PLAN

401k

Assets$33.9M
Participants1,989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITEK BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO

Premiums$12.8M
Covered lives1,763
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITEK 401(K) PLAN401k$33.9M1,9892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITEK BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO$12.8M1,7632025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica