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Sponsor portfolioTH

UNICREDIT BANK GMBH, NEW YORK BRANCH

EIN 13-2774123-banking-Latest filing 2025
Plans
3
Retirement
1
$220.2M assets
Welfare
2
$349K premiums
Participants
430
150 EAST 42ND STREET - NEW YORK, NY 10017212-672-5606LinkedIn501-1000 employeesbanking
Plans on this EIN
3 filings
#002401k-$220.2M - 307 part#501Mixed-$349K - 269 lives#509Unknown-0 lives

Benefits portfolio analytics

2 plans / $349K premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$180K
  • Other$154K
  • Life$117K
  • Long-term disability$117K
  • Vision$15K
Total $349K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • METROPOLITAN LIFE INSURANCE COMPANY51%
  • SUN LIFE ASSURANCE COMPANY OF CANADA34%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • VISION SERVICE PLAN4%
  • TELUS HEALTH (US) LTD.1%
Total $349K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $28K1 slice

Plan deep-dives

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

UNICREDIT BANK GMBH, NEW YORK BRANCH

401k

Assets$220.2M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNICREDIT BANK GMBH, NEW YORK BRANCH WRAP BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$349K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

UNICREDIT BANK AG, NEW YORK BRANCH EAP PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNICREDIT BANK GMBH, NEW YORK BRANCH401k$220.2M3072024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNICREDIT BANK GMBH, NEW YORK BRANCH WRAP BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$349K2692025
509UNICREDIT BANK AG, NEW YORK BRANCH EAP PLANUnknown-$002024
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