PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNIVERSAL TECHNICAL INSTITUTE, INC.
Sponsor portfolioTH

UNIVERSAL TECHNICAL INSTITUTE, INC.

EIN 86-0226984-higher education-Latest filing 2025
Plans
2
Retirement
1
$188.3M assets
Welfare
1
$5.6M premiums
Participants
7,997
4225 EAST WINDROSE DRIVE, SUITE 200 - PHOENIX, AZ 85302623-445-9500uti.eduLinkedIn1001-5000 employeeshigher education
Plans on this EIN
2 filings
#003401k-$188.3M - 4,506 part#501Mixed-$5.6M - 6,308 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 6,308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.8M
  • Life$3.0M
  • Short-term disability$3.0M
  • Long-term disability$3.0M
  • Health$2.1M
  • Prescription drug$1.5M
  • +1 more
Total $5.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • METROPOLITAN LIFE INSURANCE COMPANY68%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • EYEMED VISION CARE5%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $5.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • LOCKTON COMPANIES, LLC63%
  • NFP INSURANCE SERVICES INC33%
  • PLANSOURCE BENEFITS ADMINISTRATION4%
  • BENEPLACE, INC.0%
  • MJ INSURANCE0%
Total $343K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN

401k

Assets$188.3M
Participants4,506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSAL TECHNICAL INSTITUTE, INC. EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.6M
Covered lives6,308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN401k$188.3M4,5062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSAL TECHNICAL INSTITUTE, INC. EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$5.6M6,3082025
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