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Sponsor portfolioWelfare / HealthEIN 86-0226984

UNIVERSAL TECHNICAL INSTITUTE, INC.

4225 EAST WINDROSE DRIVE, SUITE 200 · PHOENIX, AZ 85302
6234459500
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$5.6M
No prior year
Persons covered
6,308
No prior year
Total participants
3,491
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.6M
UNIVERSAL TECHNICAL INSTITUTE, INC. EMPLOYEE BENEFIT PLAN
Mixed6,308 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.8M22.5%
Life$3.0M18.1%
Short-term disability$3.0M18.1%
Long-term disability$3.0M18.1%
Health$2.1M12.6%
Prescription drug$1.5M9.1%
Vision$269K1.6%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HLSTDLTDOth
$3.8M67.6%156,308
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.5M26.9%12209
EYEMED VISION CARE
EIN 430949844
V
$269K4.8%114,424
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRx
$29K0.5%113
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
Oth
$6K0.1%110

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOMETROPOLITAN LIFE INSURANCE COMPANY, EYEMED VISION CARE, METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO., LIFE INSURANCE COMPANY OF NORTH AMERICA$164K$52K$216K63.0%1
NFP INSURANCE SERVICES INCWARRINGTON, PAMETROPOLITAN LIFE INSURANCE COMPANY, EYEMED VISION CARE, METROPOLITAN PROPERTY AND CASUALTY INSURANCE CO.$112K$176$112K32.5%1
PLANSOURCE BENEFITS ADMINISTRATIONORLANDO, FLMETROPOLITAN LIFE INSURANCE COMPANY$13K$0$13K3.7%1
BENEPLACE, INC.AUSTIN, TXMETROPOLITAN PROPERTY AND CASUALTY INSURANCE CO.$0$2K$2K0.5%1
MJ INSURANCECARMEL, INMETROPOLITAN PROPERTY AND CASUALTY INSURANCE CO.$0$1K$1K0.3%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
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