# MUFG CAPITAL ANALYTICS HEALTH AND WELFARE BENEFITS

Health and welfare plan sponsored by **MUFG CAPITAL ANALYTICS, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MUFG CAPITAL ANALYTICS, LLC |
| EIN | 800357927 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | DALLAS, TX |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $7.7M |
| Participants | 419 |
| Persons covered | 1,111 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health |
| METLIFE LEGAL PLANS | Dental, Vision, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other, Health |

## Brokers

| Broker | Placed with |
|---|---|
| DIGITAL INSURANCE LLC | UNITEDHEALTHCARE INSURANCE COMPANY |
| DIGITAL INSURANCE LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| CENTRO BENEFITS RESEARCH LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| DIGITAL INSURANCE LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CENTRO BENEFITS RESEARCH LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| DAVID J MCCLELLAN | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| DIGITAL INSURANCE LLC | UNUM INSURANCE COMPANY |
| DAVID J MCCLELLAN | UNUM INSURANCE COMPANY |
| DIGITAL INSURANCE LLC | METLIFE LEGAL PLANS |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/800357927-501
- Cite as: PlanOptica, https://planoptica.com/welfare/800357927-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers
