PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Ub Foundation Activities, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Ub Foundation Activities, Inc.

EIN 16-1372561-computer & network security-Latest filing 2025
Plans
2
Retirement
1
$126.1M assets
Health & Benefits
1
$5.8M premiums
Participants
1,447
PO BOX 900 - BUFFALO, NY 14226716-645-3013LinkedIn11-50 employeescomputer & network security
Plans on this EIN
2 filings
#001403(b)-$126.1M - 1,204 part#501Mixed-$5.8M - 260 lives

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

Benefits portfolio analytics

1 plan / $5.8M premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Vision$151K
  • Life$151K
  • Short-term disability$151K
  • Long-term disability$151K
  • Other$151K
Total $5.8M6 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#001

UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN

403(b)

Assets$126.1M
Participants1,204
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

UB FOUNDATION ACTIVITIES, INC. HEALTH INSURANCE PLAN

Mixed - INDEPENDENT HEALTH ASSOCIATION

Premiums$5.8M
Covered lives260
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN403(b)$126.1M1,2042025
  • UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN$126.1M
    #001 · 403(b) · 20251,204

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501UB FOUNDATION ACTIVITIES, INC. HEALTH INSURANCE PLANMixedINDEPENDENT HEALTH ASSOCIATION$5.8M2602025
  • UB FOUNDATION ACTIVITIES, INC. HEALTH INSURANCE PLAN$5.8M
    #501 · Mixed · INDEPENDENT HEALTH ASSOCIATION · 2025260
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. 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