Civic Intelligence

Universal Insurance Agency Inc.

Plan context: Universal Insurance Agency Inc. Profit Sharing and Trust

EIN 73-0742297 • Moore, OK • 32 filings • 7 plans

1700 N. BroadwayMoore, OK 73160
Current Snapshot

Latest Year

2014

2014 Participants

38

2014 Assets

$5,900,753

2014 Contributions

$314,219

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,900,753$2,950,377$0199920072013YearValue
$5,900,753Latest year 2013

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

39200199920062013YearValue
38Latest year 2013

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201420$0$0-
Universal Insurance Agency Inc. Profit Sharing and Trust-0$0--
Universal Insurance Agency Inc Employee Stock Ownership Plan-0---
2013238$5,900,753$314,219$8,269iApproximate average salary by contribution assumption: employee only about $206,723 at 4% or $137,815 at 6%; with 50% employer match about $137,815 at 4% or $91,877 at 6%; with 100% employer match about $103,362 at 4% or $68,908 at 6%.
Universal Insurance Agency Inc. Profit Sharing and Trust-38$4,463,884$314,219$8,269iApproximate average salary by contribution assumption: employee only about $206,723 at 4% or $137,815 at 6%; with 50% employer match about $137,815 at 4% or $91,877 at 6%; with 100% employer match about $103,362 at 4% or $68,908 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$1,436,869--
2012237$4,888,778$225,703$6,100iApproximate average salary by contribution assumption: employee only about $152,502 at 4% or $101,668 at 6%; with 50% employer match about $101,668 at 4% or $67,779 at 6%; with 100% employer match about $76,251 at 4% or $50,834 at 6%.
Universal Insurance Agency Inc. Profit Sharing and Trust-37$3,540,702$225,434$6,093iApproximate average salary by contribution assumption: employee only about $152,320 at 4% or $101,547 at 6%; with 50% employer match about $101,547 at 4% or $67,698 at 6%; with 100% employer match about $76,160 at 4% or $50,773 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-29$1,348,076$269$9iApproximate average salary by contribution assumption: employee only about $232 at 4% or $155 at 6%; with 50% employer match about $155 at 4% or $103 at 6%; with 100% employer match about $116 at 4% or $77 at 6%.
2011237$4,666,198$378,832$10,239iApproximate average salary by contribution assumption: employee only about $255,968 at 4% or $170,645 at 6%; with 50% employer match about $170,645 at 4% or $113,763 at 6%; with 100% employer match about $127,984 at 4% or $85,323 at 6%.
Universal Insurance Agency Inc. Profit Sharing and Trust-37$3,075,235$214,983$5,810iApproximate average salary by contribution assumption: employee only about $145,259 at 4% or $96,839 at 6%; with 50% employer match about $96,839 at 4% or $64,559 at 6%; with 100% employer match about $72,629 at 4% or $48,420 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$1,590,963$163,849$5,852iApproximate average salary by contribution assumption: employee only about $146,294 at 4% or $97,529 at 6%; with 50% employer match about $97,529 at 4% or $65,019 at 6%; with 100% employer match about $73,147 at 4% or $48,765 at 6%.
2010235$4,495,795$240,731$6,878iApproximate average salary by contribution assumption: employee only about $171,951 at 4% or $114,634 at 6%; with 50% employer match about $114,634 at 4% or $76,423 at 6%; with 100% employer match about $85,975 at 4% or $57,317 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-35$3,038,784$211,425$6,041iApproximate average salary by contribution assumption: employee only about $151,018 at 4% or $100,679 at 6%; with 50% employer match about $100,679 at 4% or $67,119 at 6%; with 100% employer match about $75,509 at 4% or $50,339 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$1,457,011$29,306$1,047iApproximate average salary by contribution assumption: employee only about $26,166 at 4% or $17,444 at 6%; with 50% employer match about $17,444 at 4% or $11,629 at 6%; with 100% employer match about $13,083 at 4% or $8,722 at 6%.
2009239$4,420,090$322,416$8,267iApproximate average salary by contribution assumption: employee only about $206,677 at 4% or $137,785 at 6%; with 50% employer match about $137,785 at 4% or $91,856 at 6%; with 100% employer match about $103,338 at 4% or $68,892 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-39$2,714,706$229,052$5,873iApproximate average salary by contribution assumption: employee only about $146,828 at 4% or $97,885 at 6%; with 50% employer match about $97,885 at 4% or $65,257 at 6%; with 100% employer match about $73,414 at 4% or $48,943 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-29$1,705,384$93,364$3,219iApproximate average salary by contribution assumption: employee only about $80,486 at 4% or $53,657 at 6%; with 50% employer match about $53,657 at 4% or $35,772 at 6%; with 100% employer match about $40,243 at 4% or $26,829 at 6%.
2008232$3,922,990$464,801$14,525iApproximate average salary by contribution assumption: employee only about $363,126 at 4% or $242,084 at 6%; with 50% employer match about $242,084 at 4% or $161,389 at 6%; with 100% employer match about $181,563 at 4% or $121,042 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-32$2,087,274$318,239$9,945iApproximate average salary by contribution assumption: employee only about $248,624 at 4% or $165,749 at 6%; with 50% employer match about $165,749 at 4% or $110,500 at 6%; with 100% employer match about $124,312 at 4% or $82,875 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$1,835,716$146,562$5,234iApproximate average salary by contribution assumption: employee only about $130,859 at 4% or $87,239 at 6%; with 50% employer match about $87,239 at 4% or $58,160 at 6%; with 100% employer match about $65,429 at 4% or $43,620 at 6%.
2007230$2,832,411$297,931$9,931iApproximate average salary by contribution assumption: employee only about $248,276 at 4% or $165,517 at 6%; with 50% employer match about $165,517 at 4% or $110,345 at 6%; with 100% employer match about $124,138 at 4% or $82,759 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-30$2,832,411$297,931$9,931iApproximate average salary by contribution assumption: employee only about $248,276 at 4% or $165,517 at 6%; with 50% employer match about $165,517 at 4% or $110,345 at 6%; with 100% employer match about $124,138 at 4% or $82,759 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-25---
2006228$3,913,290$360,819$12,886iApproximate average salary by contribution assumption: employee only about $322,160 at 4% or $214,773 at 6%; with 50% employer match about $214,773 at 4% or $143,182 at 6%; with 100% employer match about $161,080 at 4% or $107,387 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$2,494,551$319,389$11,407iApproximate average salary by contribution assumption: employee only about $285,169 at 4% or $190,113 at 6%; with 50% employer match about $190,113 at 4% or $126,742 at 6%; with 100% employer match about $142,584 at 4% or $95,056 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$1,418,739$41,430$1,480iApproximate average salary by contribution assumption: employee only about $36,991 at 4% or $24,661 at 6%; with 50% employer match about $24,661 at 4% or $16,440 at 6%; with 100% employer match about $18,496 at 4% or $12,330 at 6%.
2005228$3,118,219$350,311$12,511iApproximate average salary by contribution assumption: employee only about $312,778 at 4% or $208,518 at 6%; with 50% employer match about $208,518 at 4% or $139,012 at 6%; with 100% employer match about $156,389 at 4% or $104,259 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$1,883,010$181,731$6,490iApproximate average salary by contribution assumption: employee only about $162,260 at 4% or $108,173 at 6%; with 50% employer match about $108,173 at 4% or $72,115 at 6%; with 100% employer match about $81,130 at 4% or $54,087 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-28$1,235,209$168,580$6,021iApproximate average salary by contribution assumption: employee only about $150,518 at 4% or $100,345 at 6%; with 50% employer match about $100,345 at 4% or $66,897 at 6%; with 100% employer match about $75,259 at 4% or $50,173 at 6%.
2004230$2,811,054$332,150$11,072iApproximate average salary by contribution assumption: employee only about $276,792 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-30$1,638,929$160,941$5,365iApproximate average salary by contribution assumption: employee only about $134,118 at 4% or $89,412 at 6%; with 50% employer match about $89,412 at 4% or $59,608 at 6%; with 100% employer match about $67,059 at 4% or $44,706 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-27$1,172,125$171,209$6,341iApproximate average salary by contribution assumption: employee only about $158,527 at 4% or $105,685 at 6%; with 50% employer match about $105,685 at 4% or $70,456 at 6%; with 100% employer match about $79,263 at 4% or $52,842 at 6%.
2003230$2,290,492$337,489$11,250iApproximate average salary by contribution assumption: employee only about $281,241 at 4% or $187,494 at 6%; with 50% employer match about $187,494 at 4% or $124,996 at 6%; with 100% employer match about $140,620 at 4% or $93,747 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-30$1,337,521$168,909$5,630iApproximate average salary by contribution assumption: employee only about $140,758 at 4% or $93,838 at 6%; with 50% employer match about $93,838 at 4% or $62,559 at 6%; with 100% employer match about $70,379 at 4% or $46,919 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-26$952,971$168,580$6,484iApproximate average salary by contribution assumption: employee only about $162,096 at 4% or $108,064 at 6%; with 50% employer match about $108,064 at 4% or $72,043 at 6%; with 100% employer match about $81,048 at 4% or $54,032 at 6%.
2002227$809,152$124,030$4,594iApproximate average salary by contribution assumption: employee only about $114,843 at 4% or $76,562 at 6%; with 50% employer match about $76,562 at 4% or $51,041 at 6%; with 100% employer match about $57,421 at 4% or $38,281 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-0$809,152$124,030-
Universal Insurance Agency Inc Employee Stock Ownership Plan-27---
2001221$0$0-
Universal Insurance Agency Inc Employee Stock Ownership Plan-20---
Universal Insurance Agency Inc. Profit Sharing and Trust-21---
2000222$1,672,208$216,866$9,858iApproximate average salary by contribution assumption: employee only about $246,439 at 4% or $164,292 at 6%; with 50% employer match about $164,292 at 4% or $109,528 at 6%; with 100% employer match about $123,219 at 4% or $82,146 at 6%.
Universal Insurance Agency Inc. Profit Sharing and Trust-22$938,063$113,151$5,143iApproximate average salary by contribution assumption: employee only about $128,581 at 4% or $85,720 at 6%; with 50% employer match about $85,720 at 4% or $57,147 at 6%; with 100% employer match about $64,290 at 4% or $42,860 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-18$734,145$103,715$5,762iApproximate average salary by contribution assumption: employee only about $144,049 at 4% or $96,032 at 6%; with 50% employer match about $96,032 at 4% or $64,022 at 6%; with 100% employer match about $72,024 at 4% or $48,016 at 6%.
1999220$1,145,211$107,307$5,365iApproximate average salary by contribution assumption: employee only about $134,134 at 4% or $89,423 at 6%; with 50% employer match about $89,423 at 4% or $59,615 at 6%; with 100% employer match about $67,067 at 4% or $44,711 at 6%.
Universal Insurance Agency Inc. Profit Sharing and Trust-20$945,792$69,826$3,491iApproximate average salary by contribution assumption: employee only about $87,283 at 4% or $58,188 at 6%; with 50% employer match about $58,188 at 4% or $38,792 at 6%; with 100% employer match about $43,641 at 4% or $29,094 at 6%.
Universal Insurance Agency Inc Employee Stock Ownership Plan-18$199,419$37,481$2,082iApproximate average salary by contribution assumption: employee only about $52,057 at 4% or $34,705 at 6%; with 50% employer match about $34,705 at 4% or $23,136 at 6%; with 100% employer match about $26,028 at 4% or $17,352 at 6%.