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Sponsor portfolioTH

UCAN

EIN 36-2167937-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$14.8M assets
Welfare
1
$3.7M premiums
Participants
1,258
3605 W. FILLMORE STREET - CHICAGO, IL 60624773-588-0180
Plans on this EIN
3 filings
#001401k-$12.0M - 705 part#002TraditionalDB-$2.8M - 84 part#595Fully Insured-$3.7M - 469 lives

Retirement portfolio analytics

2 plans aggregated / $14.8M assets / 789 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • UCAN RETIREMENT PLAN (#001)81%
  • FAMILYCARE OF ILLINOIS (#002)19%
Total $14.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • ALLIANCE PENSION CONSULTANTS, LLC81%
  • (Not disclosed)19%
Total $14.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UCAN RETIREMENT PLAN (#001)705
  • FAMILYCARE OF ILLINOIS (#002)84
Total 789Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 469 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Life$280K
  • Short-term disability$280K
  • Long-term disability$280K
  • Other$280K
  • Dental$50K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • AXION RMS LTD99%
  • WATCHTOWER BENEFITS, LLC1%
  • MAXWELL HEALTH0%
  • THREEFLOW0%
  • DAILY FEATS INC-0%
Total $188K5 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

UCAN RETIREMENT PLAN

401k

Assets$12.0M
Participants705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENSION PLAN FOR EMPLOYEES OF FAMILYCARE OF ILLINOIS

TraditionalDB

Assets$2.8M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#595

UCAN WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.7M
Covered lives469
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UCAN RETIREMENT PLAN401k$12.0M7052025
002PENSION PLAN FOR EMPLOYEES OF FAMILYCARE OF ILLINOISTraditionalDB$2.8M842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
595UCAN WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.7M4692025
Retirement plans
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