Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
USCB, INC.
EIN 95-2770443hospital & health careLatest filing 2025
Plans
3
Retirement
2
$36.5M assets
Welfare
1
$715K premiums
Participants
1,034
355 S. GRAND AVENUE, SUITE 3150 - LOS ANGELES, CA 90071213-985-2143uscbinc.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $36.5M assets / 817 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $715K premiums / 217 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$119K
- Vision$113K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
40%top
- CIGNA40%
- CORPORATE STRATEGIES, INC.32%
- DUKAR FYFE INSURANCE SERVICES27%
- ESSENTIAL BENEFITS LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
USCB, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$20.6M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
USCB, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$15.9M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
USCB, INC. WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$715K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | USCB, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.6M | 460 | 2024 | |
| 001 | USCB, INC. 401(K) PROFIT SHARING PLAN | 401k | $15.9M | 357 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | USCB, INC. WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $715K | 217 | 2025 |
Retirement plans
Welfare plans