Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNION PACIFIC CORPORATION
EIN 13-2626465transportation/trucking/railroadLatest filing 2024
Plans
11
Retirement
2
$6.36B assets
Welfare
9
$29.5M premiums
Participants
55,389
1400 DOUGLAS STREET STOP 1620 - OMAHA, NE 68179402-544-5000LinkedIn10001+ employeestransportation/trucking/railroad
Plans on this EIN
11 filings#001TraditionalDB-$4.05B - 18,452 part#004ESOP-$2.30B - 8,460 part#555Fully Insured-$8.6M - 11,200 lives#556Fully Insured-$5.7M - 11,067 lives#502Fully Insured-$5.6M - 12,936 lives#504Mixed-$4.6M - 4,803 lives#553Fully Insured-$4.2M - 2,825 lives#558Fully Insured-$427K - 193 lives#563Fully Insured-$213K - 605 lives#560Fully Insured-$97K - 4,927 lives#561Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $6.36B assets / 26,912 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
64%top
- (Not disclosed)64%
- THE VANGUARD GROUP, INC.36%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
9 plans / $29.5M premiums / 48,556 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$18.3M
- Life$14.7M
- Long-term disability$4.6M
- Health$4.3M
- Vision$1.3M
- Dental$720
Carrier market share
Premium dollars by Schedule A carrier
66%top
- METROPOLITAN LIFE INSURANCE COMPANY66%
- KAISER FOUNDATION HEALTH PLAN INC15%
- CONTINENTAL CASUALTY COMPANY14%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
- HARTFORD LIFE AND ACCIDENT1%
- +2 more
Broker market share
Schedule A broker compensation
85%top
- ACTUARIAL CONSULTING SERVICES INC85%
- STRATEGIC EMPLOYEE BENEFIT SERVICES12%
- EMPOWER BENEFITS INC DBA CORESTREAM3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
TraditionalDB
Assets$4.05B
Participants18,452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
UNION PACIFIC CORPORATION THRIFT PLAN
ESOP
Assets$2.30B
Participants8,460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555
UNION PACIFIC CORPORATION NONAGREEMENT LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$8.6M
Covered lives11,200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#556
UNION PACIFIC CORPORATION AGREEMENT LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$5.7M
Covered lives11,067
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
UNION PACIFIC CORPORATION GROUP HEALTH PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$5.6M
Covered lives12,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
UNION PACIFIC CORPORATION SHORT TERM & LONG TERM DISABILITY PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.6M
Covered lives4,803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#553
UNION PACIFIC CORPORATION LONG TERM CARE PLAN
Fully Insured - CONTINENTAL CASUALTY COMPANY
Premiums$4.2M
Covered lives2,825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#558
GROUP LIFE POLICY 2000-G
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$427K
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#563
UNION PACIFIC CORPORATION CRITICAL ILLNESS AND HOSPITAL INDEMNITY PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$213K
Covered lives605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#560
EMPLOYEE ASSISTANCE PROGRAM
Fully Insured - UNITED BEHAVIORAL HEALTH DBA OPTUM
Premiums$97K
Covered lives4,927
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#561
UNION PACIFIC SEVERANCE PAY POLICY
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES | TraditionalDB | $4.05B | 18,452 | 2024 | |
| 004 | UNION PACIFIC CORPORATION THRIFT PLAN | ESOP | $2.30B | 8,460 | 2024 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 555 | UNION PACIFIC CORPORATION NONAGREEMENT LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $8.6M | 11,200 | 2024 | |
| 556 | UNION PACIFIC CORPORATION AGREEMENT LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $5.7M | 11,067 | 2024 | |
| 502 | UNION PACIFIC CORPORATION GROUP HEALTH PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $5.6M | 12,936 | 2024 | |
| 504 | UNION PACIFIC CORPORATION SHORT TERM & LONG TERM DISABILITY PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4.6M | 4,803 | 2024 | |
| 553 | UNION PACIFIC CORPORATION LONG TERM CARE PLAN | Fully Insured | CONTINENTAL CASUALTY COMPANY | $4.2M | 2,825 | 2024 | |
| 558 | GROUP LIFE POLICY 2000-G | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $427K | 193 | 2024 | |
| 563 | UNION PACIFIC CORPORATION CRITICAL ILLNESS AND HOSPITAL INDEMNITY PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $213K | 605 | 2024 | |
| 560 | EMPLOYEE ASSISTANCE PROGRAM | Fully Insured | UNITED BEHAVIORAL HEALTH DBA OPTUM | $97K | 4,927 | 2024 | |
| 561 | UNION PACIFIC SEVERANCE PAY POLICY | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans