Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolioTH
UNITED WAY OF GREATER ROCHESTER INC AND THE FINGER LAKES INC
EIN 16-1015782non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$23.7M assets
Welfare
1
$1.1M premiums
Participants
368
75 COLLEGE AVENUE - ROCHESTER, NY 146071009585-242-6400unitedwayrocflx.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $23.7M assets / 259 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 109 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$976K
- Health$930K
- Prescription drug$930K
- Life$92K
- Long-term disability$92K
- Other$92K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
65%top
- DIGITAL INS NOVEM BENEFITS65%
- DIGITAL INSURANCE LLC26%
- CENTRO BENEFITS RESEARCH LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES, INC.
401k
Assets$14.1M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PENSION PLAN OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES
TraditionalDB
Assets$9.7M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED WAY OF GREATER ROCHESTER WELFARE BENEFIT PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$1.1M
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES, INC. | 401k | $14.1M | 170 | 2024 | |
| 001 | PENSION PLAN OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES | TraditionalDB | $9.7M | 89 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED WAY OF GREATER ROCHESTER WELFARE BENEFIT PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $1.1M | 109 | 2025 |
Retirement plans
Welfare plans