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Sponsor portfolioWelfare / HealthEIN 23-1174060
UGI UTILITIES, INC.
1 UGI DRIVE · DENVER, PA 17517
6107963400
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 22
- Latest filing
- 2025
Total premiums (latest)
$3.5M
No prior year
Persons covered
5,262
No prior year
Total participants
5,633
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #517$3.5M
UGI UTILITIES, INC. HEALTH AND WELFARE PROGRAM
Mixed5,262 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #518$1.6M
UGI UTILITIES, INC. HEALTH AND WELFARE PROGRAM FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS
Mixed778 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #514$0
UGI UTILITIES, INC. SEVERANCE PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.8M | 34.7% | |
| Life | $1.7M | 32.4% | |
| Vision | $875K | 17.1% | |
| Long-term disability | $805K | 15.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LOth | $1.7M | 48.0% | 1 | 1 | 3,741 |
EIN 061227840 | V | $875K | 25.4% | 1 | 1 | 5,262 |
EIN 350472300 | LTD | $805K | 23.3% | 1 | 1 | 2,693 |
EIN 952371728 | Oth | $113K | 3.3% | 1 | 1 | 2,770 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NEW YORK, NY | LINCOLN NATIONAL LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, ACE AMERICAN INSURANCE COMPANY | $158K | $26K | $184K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan