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Sponsor portfolioWelfare / HealthEIN 81-5293028

UBEO, LLC

401 EAST SONTERRA BOULEVARD · SAN ANTONIO, TX 78258
2109186000
Plans filed
1
Years active
2018–2025
Industry
NAICS 45
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,721
No prior year
Total participants
1,264
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
UBEO, LLC WELFARE BENEFIT PLAN
Fully insured1,721 covered·6 carriers
Primary: DELTA DENTAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$708K17.4%
Other$705K17.4%
Life$625K15.4%
Short-term disability$625K15.4%
Long-term disability$625K15.4%
Health$334K8.2%
Prescription drug$334K8.2%
Vision$104K2.6%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 942761537
D
$708K38.2%111,721
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$625K33.8%111,264
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$334K18.0%1129
EYEMED VISION CARE
EIN 430949844
V
$104K5.6%111,622
AFLAC
EIN 570514130
Oth
$63K3.4%1185
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$16K0.9%1178

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESROCKY HILL, CTTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., KAISER FOUNDATION HEALTH PLAN, INC., CONTINENTAL AMERICAN INSURANCE COMPANY$105K$9K$114K98.5%1
LOCKTON COMPANIES, LLCKANSAS CITY, MOCONTINENTAL AMERICAN INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD$868$0$8680.7%1
JOHN W. BUSCHTEMPLE, TXPRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD$770$0$7700.7%1
RIVIERA PARADISE, LLCTEMPLE, TXPRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD$79$0$790.1%1
KIMBERLY DAWN ACOSTANEW BRAUNFELS, TXPRE-PAID LEGAL SERVICES INC. DBA LEGALSHIELD$34$0$340.0%1

History & trajectory

8 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
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