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Sponsor portfolio

YUNEX LLC

EIN 86-2136678-Latest filing 2025
Plans
4
Retirement
1
$27.8M assets
Welfare
3
$2.0M premiums
Participants
809
9225 BEE CAVE ROAD, BUILDING B, SUITE 201 - AUSTIN, TX 78733847-431-8725
Plans on this EIN
4 filings
#001401k-$27.8M - 265 part#501Fully Insured-$1.8M - 257 lives#502Fully Insured-$200K - 154 lives#503Fully Insured-$19K - 133 lives

Benefits portfolio analytics

3 plans / $2.0M premiums / 544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Prescription drug$1.8M
  • Life$200K
  • Short-term disability$200K
  • Long-term disability$200K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • USI INSURANCE SERVICES LLC86%
  • JAMES R NELLIGAN & ASSOCIATES LLC14%
Total $118K2 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

YUNEX LLC SAVINGS PLAN

401k

Assets$27.8M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YUNEX TRAFFIC MEDICAL AND DENTAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.8M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

YUNEX TRAFFIC BENEFITS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$200K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

YUNEX TRAFFIC VISION PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$19K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YUNEX LLC SAVINGS PLAN401k$27.8M2652024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YUNEX TRAFFIC MEDICAL AND DENTAL PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.8M2572025
502YUNEX TRAFFIC BENEFITS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$200K1542025
503YUNEX TRAFFIC VISION PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$19K1332025
Retirement plans
Welfare plans
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