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Sponsor portfolioWelfare / HealthEIN 31-1663251
ULTIMUS FUND SOLUTIONS, LLC
225 PICTORIA DRIVE, SUITE 450 · CINCINNATI, OH 45246
5135873410
- Plans filed
- 4
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
1,625
No prior year
Total participants
1,196
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$1.7M
ULTIMUS FUND SOLUTIONS, LLC HEALTH BENEFITS PLAN
Mixed1,625 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #504$45K
ULTIMUS FUND SOLUTIONS, LLC SHORT TERM DISABILITY PLAN
Fully insured142 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$40K
ULTIMUS FUND SOLUTIONS, LLC LONG TERM DISABILITY PLAN
Fully insured142 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$0
ULTIMUS FUND SOLUTIONS, LLC GROUP LIFE INSURANCE PLAN
Fully insured142 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $1.6M | 19.8% | |
| Life | $1.6M | 19.8% | |
| Short-term disability | $1.6M | 19.8% | |
| Long-term disability | $1.6M | 19.8% | |
| Other | $1.6M | 19.8% | |
| Vision | $72K | 0.9% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | DLSTDLTDOth | $1.6M | 95.7% | 1 | 1 | 1,196 |
EIN 362739571 | V | $72K | 4.3% | 1 | 1 | 1,625 |
EIN 231503749 | $0 | 0.0% | 1 | 1 | 1,196 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | CINCINNATI, OH | UNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA | $232K | $87K | $320K | 100.0% | 1 |
History & trajectory
10 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