About Ullico
Ullico is a Financial Services company based in Washington (United States) founded in 1927, and was acquired by PHLY in July 2011. Insurance and financial services are provided to unions. Ullico has completed 4 acquisitions, including CenTrio, Enwave Energy Corporation and Student Transportation of America. Its chief executive, as recorded, is Edward Smith. Ullico offers products and services including Fiduciary Liability Insurance, Cyber Liability Insurance, Ullico Infrastructure Fund, and Term Life Insurance. Its focus areas include Insurance Carriers and Diversified. Its legal entity is ULLICO INC. Its competitors include HUB International, State Farm and Assurant; 2 of its 3 listed competitors have raised funding.
Company details
Founded in 1927, Ullico operates as a union-owned entity within the financial services sector. A range of insurance products is offered, including union liability, cyber liability, commercial lines, disability, and healthcare reform coverage. Debt financing and investment options are also made available to support union-related needs. Operations focus on specialized financial solutions for labor organizations across the United States.
Products & Services of Ullico
Ullico offers a comprehensive portfolio of products and services, including Fiduciary Liability Insurance, Cyber Liability Insurance, Ullico Infrastructure Fund, and Term Life Insurance.
Protects union leaders from dishonesty claims
Manages data breach risks for organizations
Focuses on real estate debt for job creation
Offers life coverage for individuals and groups
Apps and channels of Ullico
its YouTube channel Ullico Inc. has 60 subscribers and 25 videos.
Videos from Ullico
The most watched videos on Ullico's YouTube channel, Ullico Inc. (60 subscribers). Click a video to play it here.
More on Ullico Inc..
Funding Insights of Ullico
- Total Rounds 1
- Last Round Debt – Conventional β $30M
- First Round $30M
(Dec 2008)
- Investors Count 1
All 1 funding rounds of Ullico with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2008 | $30M | Debt – Conventional | β | β |
2 investors in total: 2 institutional.
Investors in Ullico
Ullico has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include PHLY and Patriot Roofing & Siding.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
A family-owned business in New Jersey providing roofing and siding services. | patriotrs.com | United States | ||
Commercial property and casualty insurance is provided nationwide. | 1980 | phly.com | Bala Cynwyd, United States |
Investor details for Ullico
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Ullico
80 people are tracked at Ullico (40 in leadership, 17 in board & advisors, 23 in team).
| Name | Role | Group |
|---|---|---|
Edward Smith | CEO & President | Leadership |
Darin Hardy | CFO & SVP, Ullico Inc. | Leadership |
Marc Zinsmeister | VP & Chief Information Officer, Ullico Inc. | Leadership |
Joseph R. Linehan | President, Ullico Investment Advisors | Leadership |
Joe Linehan | President, Ullico Investment Advisors, Inc. | Leadership |
Mae S. Palmer | Assistant Vice President Marketing, UCG | Leadership |
Cori Houlihan | Vice President And Chief Of Staff | Leadership |
Edward M. Smith | CEO & Chairman, Board of Directors, Ullico Inc. | Leadership |
Brian J. Hale | SVP & COO | Leadership |
Tina J. Fletcher | President, Ullico Casualty Group | Leadership |
Dan Radford | Vp | Leadership |
Jackie Jen | Director Of Compliance, Investment Services | Leadership |
Asa T. Flynn | Vice President, Real Estate Equity Investment Group | Leadership |
Marie-Marcelle Tagliaferri | Vice President, Deputy General Counsel | Leadership |
Dawn Audia | Vice President | Leadership |
Jack Reid | Director, Government Relations | Leadership |
Rooz Baharian | Managing Director, Head Of Acquisitions, Infrastructure Investments | Leadership |
Paul McGarry | Vice President - Investment Operations | Leadership |
Pavani Polu | Assistant Vice President Enterprise Architecture | Leadership |
Gautam Pahuja | Vice President Program Management (insurance Services) | Leadership |
60 more people are available in the full profile.
Complete people profiles for Ullico
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Ullico
Ullico has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include CenTrio, Enwave Energy Corporation and Student Transportation of America.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Centralized cooling, heating, and power services are provided. | centrioenergy.com | Chicago, United States | 2021 | Jul 2021 | β’β’β’β’ | |
Sustainable district energy networks are designed and implemented for communities. | enwave.com | Chicago, United States | 1999 | Feb 2021 | $2.19B | |
Multi-commodity transportation and terminal operations are managed. | tidewater.com | Vancouver, United States | 1932 | Feb 2019 | β’β’β’β’ | |
Student transportation services are provided via buses in North America. | ridesta.com | Wall Township, United States | 1997 | Feb 2018 | β’β’β’β’ |
Complete acquisition details for Ullico
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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- Exports
Verified entity values are shown only after access is granted.
Timeline of Ullico
7 dated milestones of Ullico across 94 years, from founding to its latest funding, stage changes and deals.
- Founded Ullico is founded.
- Funding First funding round of $30.0M.
- Exit Acquired by PHLY.
- Acquisition Acquires Student Transportation of America.
- Acquisition Acquires Tidewater.
- Acquisition Acquires Enwave Energy Corporation.
- Acquisition Acquires CenTrio.
Competitors of Ullico
Ullico has 3 listed competitors in our database, 2 of them funded. They include HUB International, State Farm and Assurant.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| hubinternational.com | 1998 | Chicago, United States | $1.6B | Investment advisory, insurance distribution, and risk management services are provided. | ||
| statefarm.com | 1922 | Bloomington, United States | $66.94M | 54,024 | Insurance and financial services are provided to individuals and businesses. | |
| assurant.com | 1892 | New York, United States | 296 | Homeowner, rental, vehicle, flood, and travel insurance services are provided. |
Detailed competitors of Ullico
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- Full competitor set
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Web traffic of Ullico
The website of Ullico (ullico.com) receives about 9K visits a month and ranks #3,391,660 among all websites worldwide, #8,128 in Insurance.
- Monthly visits9K
▲ 58.6% vs previous month
- Unique visitors2.7K
per month
- Global rank#3,391,660
among all websites
- Category rank#8,128
Finance · Insurance
- Bounce rate45%
- Pages per visit1.7
- Average visit25 sec
- DevicesDesktop 44% Β· Mobile 56%
Websites whose visitors overlap most with Ullico. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| usrisk.com | 100% | 2.2K | #8,073,922 | View details |
Top companies in Insurance & Risk Management
3 companies that operate in the same segment as Ullico (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | |||
Financial institution offering insurance & transaction services | 1847 | Jacksonville, United States | USD 500 M | USD 14.51 B | 23,530 | |
Integrated healthcare services and coverage are provided nationwide. | 1945 | United States |
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Related news about Ullico
Complete news archive for Ullico
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- Brand-specific news history
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Frequently Asked Questions about Ullico
Ullico was founded in 1927 and raised its 1st funding round 81 years after it was founded.
Ullico is headquartered in Washington, United States. It is registered at Washington, District Of Columbia, United States.
Edward Smith is the CEO of Ullico, as recorded in our data.
Founded in 1927, Ullico operates as a union-owned entity within the financial services sector. A range of insurance products is offered, including union liability, cyber liability, commercial lines, disability, and healthcare reform coverage. Debt financing and investment options are also made available to support union-related needs. Operations focus on specialized financial solutions for labor organizations across the United States.
Ullico's top competitors include HUB International, Assurant and State Farm.
Ullico offers Fiduciary Liability Insurance, Cyber Liability Insurance, Ullico Infrastructure Fund, and Term Life Insurance.
Ullico has made 4 acquisitions, including CenTrio, Enwave Energy Corporation, and Student Transportation of America.
Ullico has 2 investors. Key investors include PHLY, and Patriot Roofing & Siding.
Ullico operates through Ullico Inc..
Yes. Ullico was acquired by PHLY in July 2011.

