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  2. UNITED FLOW TECHNOLOGIES INTERMEDIATE HOLDCO II, LLC
Sponsor portfolio

UNITED FLOW TECHNOLOGIES INTERMEDIATE HOLDCO II, LLC

EIN 87-2894942-Latest filing 2025
Plans
2
Retirement
1
$78.2M assets
Welfare
1
$3.6M premiums
Participants
1,486
8000 JETSTAR DRIVE, SUITE 150 - IRVING, TX 75063916-395-8800
Plans on this EIN
2 filings
#001401k-$78.2M - 762 part#501Mixed-$3.6M - 733 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Long-term disability$628K
  • Life$539K
  • Short-term disability$539K
  • Other$539K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • KAISER FOUNDATION HEALTH PLAN INC80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
  • VISION SERVICE PLAN3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • INTERWEST INSURANCE SERVICES, LLC81%
  • LOCKTON COMPANIES, LLC19%
  • KEVIN COLLINS TERNAN0%
  • REED HEADLEY SCHNITTKER0%
  • WILLIS TOWERS WATSON US LLC0%
  • +1 more
Total $160K6 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

UFT 401(K) PLAN

401k

Assets$78.2M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED FLOW TECHNOLOGIES INTERMEDIATE HOLDCO II EMPLOYEE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.6M
Covered lives733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UFT 401(K) PLAN401k$78.2M7622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED FLOW TECHNOLOGIES INTERMEDIATE HOLDCO II EMPLOYEE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$3.6M7332025
Retirement plans
Welfare plans
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