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Sponsor portfolio

UFCW & PARTICIPATING EMPLOYERS N

EIN 06-6069081-Finance and Insurance-Latest filing 2025
Plans
4
Retirement
3
$2.8M assets
Welfare
1
$10.1M premiums
Participants
24,887
290 POST ROAD WEST - WESTPORT, CT 06881860-470-8551
Plans on this EIN
4 filings
#002ProfitSharing-$1.1M - 3 part#001TraditionalDB-$896K - 6 part#003401k-$736K - 8 part#502Mixed-$10.1M - 33,006 lives

Retirement portfolio analytics

3 plans aggregated / $2.8M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

41%top
  • PROFIT SHARING PLAN (#002)41%
  • FUND-LOCAL 371 PENSI (#001)32%
  • FUND 401K PLA (#003)27%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FUND 401K PLA (#003)8
  • FUND-LOCAL 371 PENSI (#001)6
  • PROFIT SHARING PLAN (#002)3
Total 17Click row to drill in

Benefits portfolio analytics

1 plan / $10.1M premiums / 33,006 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$7.3M
  • Other$2.0M
  • Health$1.3M
  • Prescription drug$820K
  • Life$682K
Total $10.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • DELTA DENTAL OF CALIFORNIA72%
  • BLUE CROSS OF CALIFORNIA21%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $10.1M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 PENSI

TraditionalDB

Assets$896K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND 401K PLA

401k

Assets$736K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND

Mixed - DELTA DENTAL OF CONNECTICUT, INC.

Premiums$10.1M
Covered lives33,006
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND PROFIT SHARING PLANProfitSharing$1.1M32025
001THE AMALGAMATED WELFARE TRUST FUND-LOCAL 371 PENSITraditionalDB$896K62024
003UFCW & PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUND 401K PLA401k$736K82025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UFCW AND PARTICIPATING EMPLOYERS NEW ENGLAND HEALTH FUNDMixedDELTA DENTAL OF CONNECTICUT, INC.$10.1M33,0062024
Retirement plans
Welfare plans
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