Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$478K
- Short-term disability$478K
- Long-term disability$478K
- Other$478K
Sponsor portfolioTH
THE UNION LEAGUE OF PHILADELPHIA
EIN 23-1171350Latest filing 2025
Plans
2
Retirement
1
$43.6M assets
Welfare
1
$478K premiums
Participants
1,077
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $478K premiums / 394 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
83%top
- KATCHEN FINANCIAL GROUP83%
- KISTLER TIFFANY BENEFITS17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT
401k
Assets$43.6M
Participants683
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE UNION LEAGUE OF PHILADELPHIA FLEXIBLE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$478K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE UNION LEAGUE OF PHILADELPHIA EMPLOYEE SAVINGS AND RETIREMENT | 401k | $43.6M | 683 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE UNION LEAGUE OF PHILADELPHIA FLEXIBLE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $478K | 394 | 2025 |
Retirement plans
Welfare plans