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Sponsor portfolioTH

UNITED WAY WORLDWIDE

EIN 13-1635294-Latest filing 2025
Plans
3
Retirement
2
$76.5M assets
Welfare
1
$3.0M premiums
Participants
892
701 NORTH FAIRFAX STREET - ALEXANDRIA, VA 22314703-836-7100
Plans on this EIN
3 filings
#002403b-$45.0M - 388 part#333TraditionalDB-$31.5M - 341 part#506Fully Insured-$3.0M - 280 lives

Retirement portfolio analytics

2 plans aggregated / $76.5M assets / 729 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • TAX DEFERRED Savings (#002)59%
  • UNITED WAY WORLDWIDE (#333)41%
Total $76.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX DEFERRED Savings (#002)388
  • UNITED WAY WORLDWIDE (#333)341
Total 729Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • AETNA LIFE INSURANCE COMPANY2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
  • +2 more
Total $3.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MERCER HEALTH AND BENEFITS, LLC91%
  • USI INSURANCE SERVICES LLC8%
  • UNKNOWN2%
  • JACOB ZVI STROMER0%
Total $181K4 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

UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN

403b

Assets$45.0M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

PENSION PLAN OF UNITED WAY WORLDWIDE

TraditionalDB

Assets$31.5M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

UNITED WAY WORLDWIDE WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECROSS BLUESHIELD

Premiums$3.0M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNITED WAY WORLDWIDE TAX DEFERRED SAVINGS PLAN403b$45.0M3882024
333PENSION PLAN OF UNITED WAY WORLDWIDETraditionalDB$31.5M3412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506UNITED WAY WORLDWIDE WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECROSS BLUESHIELD$3.0M2802025
Retirement plans
Welfare plans
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