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Sponsor portfolio

UNITED STATES VETERANS INITIATIVE

EIN 95-4382752-Latest filing 2025
Plans
3
Retirement
1
$13.5M assets
Welfare
2
$5.9M premiums
Participants
1,547
800 W 6TH ST STE 1505 - LOS ANGELES, CA 900172742213-542-2600
Plans on this EIN
3 filings
#001401k-$13.5M - 931 part#502Fully Insured-$5.9M - 551 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $5.9M premiums / 551 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Prescription drug$5.3M
  • Vision$296K
  • Life$296K
  • Short-term disability$296K
  • Long-term disability$296K
  • +2 more
Total $5.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITED HEALTHCARE INSURANCE COMPANY56%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
Total $5.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $300K1 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

UNITED STATES VETERANS INITIATIVE RETIREMENT

401k

Assets$13.5M
Participants931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNITED STATES VETERANS INITIATIVE WELFARE BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$5.9M
Covered lives551
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

UNITED STATES VETERANS INITIATIVE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED STATES VETERANS INITIATIVE RETIREMENT401k$13.5M9312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNITED STATES VETERANS INITIATIVE WELFARE BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$5.9M5512025
501UNITED STATES VETERANS INITIATIVESelf Funded-$002025
Retirement plans
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