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  2. UNITED WAY OF METROPOLITAN CHICAGO
Sponsor portfolio

UNITED WAY OF METROPOLITAN CHICAGO

EIN 30-0200478-civic & social organization-Latest filing 2025
Plans
3
Retirement
2
$11.2M assets
Welfare
1
$1.6M premiums
Participants
316
222 MERCHANDISE MART PLAZA, SUITE 633 - CHICAGO, IL 60654312-906-2350uw-mc.orgLinkedIn51-200 employeescivic & social organization
Plans on this EIN
3 filings
#003401k-$7.7M - 160 part#001TraditionalDB-$3.4M - 42 part#501Fully Insured-$1.6M - 153 lives

Retirement portfolio analytics

2 plans aggregated / $11.2M assets / 202 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CHICAGO DC PLAN (#003)69%
  • OF METROPOLITAN CHICAGO (#001)31%
Total $11.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • THE VANGUARD GROUP, INC.69%
  • (Not disclosed)31%
Total $11.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHICAGO DC PLAN (#003)160
  • OF METROPOLITAN CHICAGO (#001)42
Total 202Click row to drill in

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
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • EYEMED VISION CARE1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • DIGITAL INSURANCE LLC91%
  • CENTRO BENEFITS RESEARCH LLC8%
  • ENROLLEASE1%
Total $87K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNITED WAY OF METROPOLITAN CHICAGO DC PLAN

401k

Assets$7.7M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF THE UNITED WAY OF METROPOLITAN CHICAGO

TraditionalDB

Assets$3.4M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED WAY OF METROPOLITAN CHICAGO EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.6M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003UNITED WAY OF METROPOLITAN CHICAGO DC PLAN401k$7.7M1602024
001RETIREMENT PLAN FOR EMPLOYEES OF THE UNITED WAY OF METROPOLITAN CHICAGOTraditionalDB$3.4M422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED WAY OF METROPOLITAN CHICAGO EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.6M1532025
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