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Sponsor portfolioWelfare / HealthEIN 27-0493248
UNITED CAPITAL FINANCIAL ADVISERS, LLC
125 EAST JOHN CARPENTER FREEWAY · IRVING, TX 75062
9499998500
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.7M
No prior year
Persons covered
506
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $5.3M | 45.0% | |
| Prescription drug | $5.3M | 45.0% | |
| Other | $297K | 2.5% | |
| Life | $285K | 2.4% | |
| Short-term disability | $285K | 2.4% | |
| Long-term disability | $285K | 2.4% | |
| Vision | $36K | 0.3% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 066033492 | HRx | $5.3M | 93.9% | 1 | 1 | 506 |
EIN 135123390 | LSTDLTDOth | $285K | 5.0% | 1 | 1 | 289 |
EIN 061227840 | V | $36K | 0.6% | 1 | 1 | 195 |
EIN 941340523 | HRx | $13K | 0.2% | 1 | 1 | 1 |
EIN 465747423 | Oth | $12K | 0.2% | 1 | 1 | 289 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | VISION SERVICE PLAN, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, AETNA LIFE INSURANCE CO. | $57K | $36K | $93K | 100.0% | 1 |
History & trajectory
6 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