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Sponsor portfolio

U.S. TELEPACIFIC CORP. AND ITS AFFILIATES

EIN 95-4593876-Latest filing 2025
Plans
2
Retirement
1
$85.9M assets
Welfare
1
$658K premiums
Participants
1,998
303 COLORADO STREET, SUITE 2075 - AUSTIN, TX 78701213-213-3000
Plans on this EIN
2 filings
#001401k-$85.9M - 1,331 part#501Mixed-$658K - 1,356 lives

Benefits portfolio analytics

1 plan / $658K premiums / 1,356 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$658K
  • Life$542K
  • Short-term disability$542K
  • Long-term disability$542K
Total $658K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
  • RELIASTAR LIFE INSURANCE COMPANY16%
  • COMPSYCH2%
Total $658K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MERCER HEALTH AND BENEFITS, LLC85%
  • GCG FINANCIAL LLC15%
Total $54K2 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

TPX 401(K) PLAN

401k

Assets$85.9M
Participants1,331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. TELEPACIFIC CORP. HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$658K
Covered lives1,356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TPX 401(K) PLAN401k$85.9M1,3312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. TELEPACIFIC CORP. HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$658K1,3562025
Retirement plans
Welfare plans
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