Assets by plan
Share of aggregate retirement assets
Filings through .
United Way of Metropolitan Chicago
EIN 30-0200478civic & social organizationLatest filing 2025
Plans
3
Retirement
2
$13.6M assets
Health & Benefits
1
$1.6M premiums
Participants
330
222 MERCHANDISE MART PLAZA, SUITE 633 - CHICAGO, IL 60654312-906-2350uw-mc.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $13.6M assets / 216 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$3.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 153 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$141K
- Life$141K
- Short-term disability$141K
- Long-term disability$141K
- Other$141K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
UNITED WAY OF METROPOLITAN CHICAGO DC PLAN
401(k)
Assets$9.8M
Participants174
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF THE UNITED WAY OF METROPOLITAN CHICAGO
Traditional DB
Assets$3.7M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UNITED WAY OF METROPOLITAN CHICAGO EMPLOYEE BENEFITS PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.6M
Covered lives153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | UNITED WAY OF METROPOLITAN CHICAGO DC PLAN | 401(k) | $9.8M | 174 | 2025 |
| #001 | RETIREMENT PLAN FOR EMPLOYEES OF THE UNITED WAY OF METROPOLITAN CHICAGO | Traditional DB | $3.7M | 42 | 2025 |
- #003 · 401(k) · 2025174
- #001 · Traditional DB · 202542
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UNITED WAY OF METROPOLITAN CHICAGO EMPLOYEE BENEFITS PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.6M | 153 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025153
Retirement plans
Health & Benefits plans