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Sponsor portfolio

USA PROPERTIES FUND, INC.

EIN 95-3584895-real estate-Latest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$5.3M premiums
Participants
777
3200 DOUGLAS BOULEVARD, SUITE 200 - ROSEVILLE, CA 95661916-773-6060usapropfund.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$34.7M - 415 part#501Fully Insured-$5.3M - 599 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 599 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Prescription drug$5.1M
  • Dental$4.4M
  • Other$136K
  • Life$134K
  • Short-term disability$134K
  • +2 more
Total $5.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $285K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

USA PROPERTIES FUND 401(K) SAVINGS PLAN

401k

Assets$34.7M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

USA PROPERTIES FUND, INC. GROUP HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001USA PROPERTIES FUND 401(K) SAVINGS PLAN401k$34.7M4152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501USA PROPERTIES FUND, INC. GROUP HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.3M5992025
Retirement plans
Welfare plans
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