Union First

What Union First does

Union First Insurance Solutions, LLC is a privately held, Irvine, California-based benefits consulting and third-party administration firm that serves exclusively public safety labor associations in the United States — namely labor unions representing police officers, firefighters, and deputy sheriffs. Its core offerings are structured around benefit trust lifecycle needs: Benefits Consulting & Brokerage Services for plan design and placement, Claims Advocacy, Collective Bargaining Support (including formation of new benefit trusts and funding increases for existing trusts), and Benefit Trust Administration that covers presumptive workers compensation subrogation and ongoing trust operations. The technical layer rests on proprietary underwriting models tuned to public safety demographics and modernized administrative protocols intended to lower cost without reducing member benefits.

The company monetizes through professional services fees and brokerage commissions on placed insurance, plus recurring administrative service fees under managed services arrangements with established benefit trusts; pricing is custom and quote-based, contracted on multi-year terms. Go-to-market is sales-led and consultative: outreach to union leadership and benefits administrators via website contact form, phone, and in-person consultations, with no disclosed digital marketing or channel partnerships. The firm operates as a small LLC (1-10 employees) with no external investors, parent company, subsidiaries, M&A history, or disclosed leadership changes, and holds California license # 0F95476 under CEO Tim Regan.

Name

Union First

Legal name

Union First Insurance Solutions, LLC

Website

https://unionfirstsolutions.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Union First (Union First Insurance Solutions, LLC) is an Irvine, California-based benefits consulting and third-party administration firm that serves exclusively public safety labor associations representing police officers, firefighters, and deputy sheriffs across the United States.

Ownership category

akta.pro rank

Product category

Employee Benefits Consulting and Third-Party Administration

NAICS

Health and Welfare Funds (52512), Insurance and Employee Benefit Funds (5251), Business, Professional, Labor, Political, and Similar Organizations (8139)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYFSAIAFAG

Taft-Hartley / Union Multiemployer Group Health Plans

Financial & Insurance/Insurance — Life & Health/Group Health Insurance (Employer-Sponsored)

SECONDARYBPACAKAE

Benefits Administration & Total Rewards Outsourcing

Business & Public Services/HR, Staffing & Recruitment Services/HR Outsourcing (HRO) & Shared Services

SECONDARYHLAEALAN

Ancillary Benefits TPA (Dental/Vision/Life/Accident/Critical Illness)

Healthcare & Life Sciences/Health Insurance & Managed Care/Third-Party Administration (TPA) & Administrative Services Only (ASO)

SECONDARYFSAAANAC

Employee Benefit & Retirement Plan Trust Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

Keywords

• Benefits consulting services
• Third-party benefit administration
• Public safety labor benefits
• Collective bargaining support
• Benefit trust administration

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Benefits Consulting & Brokerage Services: Professional consulting services for public safety labor associations to design and optimize employee benefit plans. Revenue generated through advisory fees and brokerage commissions on insurance products placed.
2. Third-Party Benefit Trust Administration: Ongoing administrative services for established benefit trusts, including claims management, compliance, and member support. Recurring revenue from administrative service agreements.
3. Collective Bargaining Support: Support services during union contract negotiations to help associations secure better benefit funding and structure.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Union First delivers benefits consulting, brokerage, and third-party administrative services exclusively to public safety labor associations—police, firefighters, and deputy sheriff unions. The firm designs customized benefit plans, manages benefit trust administration (including presumptive workers compensation subrogation and claims advocacy), and provides collective bargaining support to help unions build new trusts or expand funding on existing ones. Services are tailored to each association's needs and priced via custom proposals.

Product overview

Union First is a benefits consulting and third-party administration firm serving public safety labor associations exclusively. The company offers a unified suite of services centered on benefit trust solutions, including Benefits Consulting & Brokerage Services, Claims Advocacy, Collective Bargaining Support, and Benefit Trust Administration. These services work together to provide comprehensive support for police, firefighters, and deputy sheriffs, combining proprietary underwriting models with administrative protocol modernization to deliver customized benefit plans while managing costs.

Differentiator

Problem solved

Functional benefit

Products and services

• Benefits Consulting & Brokerage Services Expert benefits consulting and brokerage services tailored for public safety labor associations. Helps design, customize, and implement benefit plans for police, firefighters, and deputy sheriff unions, using proprietary underwriting models to manage costs while maintaining coverage.
• Claims Advocacy Advocacy services supporting first responders in navigating and resolving claims-related issues within their benefit trust programs, helping associations and members through complex claims processes.
• Collective Bargaining Support Support for labor associations during collective bargaining negotiations, including assistance with forming new benefit trusts and increasing funding for existing benefit trusts.
• Formation of New Benefit Trusts Service to help public safety labor associations establish new benefit trusts from the ground up, including structuring, funding strategy, and ongoing setup support.
• Benefit Trust Administration Third-party administrative services for managing benefit trusts, including presumptive workers compensation subrogation management, administrative protocol modernization, and application of proprietary underwriting models to control costs without reducing benefits.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Recent moves3 records

Broad incumbents

• Lockton Companies: Largest independent insurance brokerage in the U.S., with benefits and public-sector practices. Competes for the same union and public-employer benefits mandates as Union First, but with a much wider industry footprint.
• Aon: Global professional services firm offering health and benefits brokerage, consulting, and administration through Aon and its benefits administration platforms. Comparable to Union First on benefits brokerage and administration, but as a globally diversified incumbent.
• Brown & Brown: Large insurance brokerage serving public entities, associations, and employers with benefits and risk solutions. Overlaps with Union First in public-sector and association benefits advisory, though at broader scale.
• Willis Towers Watson (WTW): Global advisory, broking, and solutions company with a strong public-sector and benefits practice. Competes with Union First on benefits consulting and brokerage, with comparable expertise in trust and multiemployer plan environments.
• Hub International: Large North American insurance brokerage that serves public-sector, union, and association clients with benefits consulting and brokerage. Comparable to Union First at the brokerage layer, but operates across all industries and lacks Union First's exclusive public-safety focus.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with a sizable public-sector and union benefits practice. Comparable to Union First in the underlying brokerage and consulting capabilities, but as a much larger incumbent.
• Marsh McLennan: Global professional services firm in risk, strategy, and people, whose Mercer and Marsh businesses advise on employee benefits and risk for public-sector and union clients. Comparable at the strategic consulting layer, but as a top-tier global incumbent.
• Alliant Insurance Services: Major U.S. insurance brokerage providing employee benefits, retirement, and risk management to public-sector and labor union clients. Competes with Union First in benefits brokerage and consulting, but at significantly broader scale and scope.
• USI Insurance Services: Large U.S. brokerage with dedicated public-sector and benefits practices that include union and association clients. Comparable consulting/brokerage overlap with Union First, but operating as a diversified national firm.

Direct peers

• Segal Group: National benefits and HR consulting firm with deep public-sector and multiemployer/Taft-Hartley plan expertise. Closest large-scale analog to Union First's public-safety union focus, offering benefits consulting and trust administration across union and government clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Union First