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
Sponsor portfolio
UB FOUNDATION ACTIVITIES, INC.
EIN 16-1372561computer & network securityLatest filing 2025
Plans
2
Retirement
1
$114.6M assets
Welfare
1
$5.8M premiums
Participants
1,488
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 260 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- INDEPENDENT HEALTH97%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN
403b
Assets$114.6M
Participants1,245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UB FOUNDATION ACTIVITIES, INC. HEALTH INSURANCE PLAN
Mixed - INDEPENDENT HEALTH ASSOCIATION
Premiums$5.8M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN | 403b | $114.6M | 1,245 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UB FOUNDATION ACTIVITIES, INC. HEALTH INSURANCE PLAN | Mixed | INDEPENDENT HEALTH ASSOCIATION | $5.8M | 260 | 2025 |
Retirement plans
Welfare plans