Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIFIED INSURANCE GROUP, LLC
EIN 93-1232652insuranceLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
21
320 SW 3RD STREET - CORVALLIS, OR 97333541-757-1315unifiedinsgroup.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
UNIFIED INSURANCE GROUP, LLC PROFIT SHARING PLAN
401k
Assets$4.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIFIED INSURANCE GROUP, LLC PROFIT SHARING PLAN
401k
Assets$3.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | UNIFIED INSURANCE GROUP, LLC PROFIT SHARING PLAN | 401k | $4.5M | 10 | 2025 | |
| 002 | UNIFIED INSURANCE GROUP, LLC PROFIT SHARING PLAN | 401k | $3.9M | 11 | 2024 |
Retirement plans