Market Niche United Benefits Group specializes in providing governance, oversight, and administration services for co-op defined benefit plans and company 401(k) plans, positioning them as a knowledgeable partner for organizations seeking compliance and plan integrity in employee benefits.

Growth Potential Serving nearly 300 co-ops and 15,000 participants, UBG has established a solid presence in the HR benefits space, offering opportunities to expand services to similar small to midsize organizations looking for expert benefits administration.

Technology Stack Utilizing a range of technologies including Windows Server, Java, and Apache, UBG demonstrates a commitment to reliable infrastructure, which can be leveraged to offer advanced digital solutions or upgrades to streamline clients' benefit management processes.

Competitive Landscape Compared to larger industry players such as MassMutual and Fidelity with revenues of over $10 billion, UBG’s revenue range of $10 million to $25 million suggests ample opportunity to grow by targeting mid-sized co-ops and benefit plans that require specialized, personalized service.

Financial Opportunities With a revenue range of $10M to 25M and a focus on compliance and plan integrity, there is potential to develop premium consulting or compliance services aimed at organizations seeking expert assistance to navigate complex benefit regulations.