PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. United Way Worldwide
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

United Way Worldwide

EIN 13-1635294-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$77.5M assets
Health & Benefits
1
$3.0M premiums
Participants
890
701 N. FAIRFAX STREET - ALEXANDRIA, VA 223144306703-836-7100
Plans on this EIN
3 filings
#002403(b)-$45.0M - 388 part#333Traditional DB-$32.5M - 339 part#506Fully insured-$3.0M - 280 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $77.5M assets / 727 participants

Assets by plan

Share of aggregate retirement assets

  • TAX DEFERRED Savings (#002)$45.0M
  • UNITED WAY WORLDWIDE (#333)$32.5M
Total $77.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TAX DEFERRED Savings (#002)388
  • UNITED WAY WORLDWIDE (#333)339
Total 727Select a row to open it

Benefits portfolio analytics

1 plan / $3.0M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Other$182K
  • Long-term disability$171K
  • Dental$170K
  • Life$169K
  • +1 more
Total $3.0M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN

403(b)

Assets$45.0M
Participants388
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#333

PENSION PLAN OF UNITED WAY WORLDWIDE

Traditional DB

Assets$32.5M
Participants339
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

UNITED WAY WORLDWIDE WELFARE BENEFIT PLAN

Fully insured - CAREFIRST BLUECROSS BLUESHIELD

Premiums$3.0M
Covered lives280
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN403(b)$45.0M3882024
#333PENSION PLAN OF UNITED WAY WORLDWIDETraditional DB$32.5M3392025
  • UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN$45.0M
    #002 · 403(b) · 2024388
  • PENSION PLAN OF UNITED WAY WORLDWIDE$32.5M
    #333 · Traditional DB · 2025339

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506UNITED WAY WORLDWIDE WELFARE BENEFIT PLANFully insuredCAREFIRST BLUECROSS BLUESHIELD$3.0M2802025
  • UNITED WAY WORLDWIDE WELFARE BENEFIT PLAN$3.0M
    #506 · Fully insured · CAREFIRST BLUECROSS BLUESHIELD · 2025280
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica