Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE UNION LEAGUE, NEW YORK CITY
EIN 13-1423100hospitalityLatest filing 2025
Plans
3
Retirement
2
$16.3M assets
Welfare
1
$28K premiums
Participants
405
30 EAST 37TH STREET - NEW YORK, NY 10016212-685-3800unionleagueclub.orgLinkedIn51-200 employeeshospitality
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $16.3M assets / 283 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $28K premiums / 122 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$29K
- Other$29K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
92%top
- CORPORATE SYNERGIES GROUP LLC92%
- MARSH & MCLENNAN AGENCY LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE UNION LEAGUE CLUB 401(K) PLAN
401k
Assets$10.6M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEES' RETIREMENT PLAN OF THE UNION LEAGUE CLUB
TraditionalDB
Assets$5.7M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE UNION LEAGUE CLUB, NEW YORK CITY EMPLOYEE BENEFITS PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
Premiums$28K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE UNION LEAGUE CLUB 401(K) PLAN | 401k | $10.6M | 145 | 2024 | |
| 001 | EMPLOYEES' RETIREMENT PLAN OF THE UNION LEAGUE CLUB | TraditionalDB | $5.7M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE UNION LEAGUE CLUB, NEW YORK CITY EMPLOYEE BENEFITS PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | $28K | 122 | 2025 |
Retirement plans
Welfare plans