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Sponsor portfolio

UFCW NATIONAL HEALTH AND WELFARE FUND

EIN 22-1458594-insurance-Latest filing 2025
Plans
3
Retirement
2
$18.0M assets
Welfare
1
$3.7M premiums
Participants
8,952
66 GRAND AVENUE - ENGLEWOOD, NJ 076310751201-569-8801ufcwnationalfund.orgLinkedIn1-10 employeesinsurance
Plans on this EIN
3 filings
#001TraditionalDB-$16.6M - 72 part#002401k-$1.4M - 33 part#501Mixed-$3.7M - 9,082 lives

Retirement portfolio analytics

2 plans aggregated / $18.0M assets / 105 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • AND WELFARE FUND (#001)92%
  • STAFF 401(K) Savings (#002)8%
Total $18.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND WELFARE FUND (#001)72
  • STAFF 401(K) Savings (#002)33
Total 105Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 9,082 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.4M
  • Health$201K
  • Life$48K
Total $3.7M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNION SECURITY INSURANCE COMPANY93%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • THE SEGAL COMPANY65%
  • CONTEMPORARY STRATEGIC SOLUTIONS33%
  • ACRISURE LLC1%
  • GA SOLUTIONS LLC1%
Total $209K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUND

TraditionalDB

Assets$16.6M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UFCW NATIONAL HEALTH & WELFARE FUND STAFF 401(K) SAVINGS PLAN

401k

Assets$1.4M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UFCW NATIONAL HEALTH AND WELFARE FUND

Mixed - THE UNION LABOR LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives9,082
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN OF THE UFCW NATIONAL HEALTH AND WELFARE FUNDTraditionalDB$16.6M722025
002UFCW NATIONAL HEALTH & WELFARE FUND STAFF 401(K) SAVINGS PLAN401k$1.4M332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UFCW NATIONAL HEALTH AND WELFARE FUNDMixedTHE UNION LABOR LIFE INSURANCE COMPANY$3.7M9,0822025
Retirement plans
Welfare plans
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