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  2. UNITED FIRE & CASUALTY COMPANY
Sponsor portfolioTH

UNITED FIRE & CASUALTY COMPANY

EIN 42-0644327-insurance-Latest filing 2024
Plans
3
Retirement
2
$391.3M assets
Welfare
1
$1.3M premiums
Participants
4,202
118 SECOND AVE SE - CEDAR RAPIDS, IA 524073909319-399-5796LinkedIn1-10 employeesinsurance
Plans on this EIN
3 filings
#001CashBalance-$241.2M - 1,987 part#004401k-$150.1M - 1,295 part#501Mixed-$1.3M - 2,068 lives

Retirement portfolio analytics

2 plans aggregated / $391.3M assets / 3,282 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • UNITED PENSION (#001)62%
  • FIRE GROUP 401(K) (#004)38%
Total $391.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNITED PENSION (#001)1,987
  • FIRE GROUP 401(K) (#004)1,295
Total 3,282Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 2,068 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$887K
  • Life$635K
  • Long-term disability$635K
  • Health$226K
  • Prescription drug$170K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • METROPOLITAN LIFE INSURANCE COMPANY69%
  • TRANSAMERICA LIFE INSURANCE COMPANY18%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MARSH & MCLENNAN AGENCY LLC69%
  • AMWINS25%
  • WEBTPA EMPLOYER SERVICES LLC4%
  • PLANSOURCE BENEFITS ADMINISTRATION2%
Total $163K4 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

UNITED PENSION PLAN

CashBalance

Assets$241.2M
Participants1,987
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

UNITED FIRE GROUP 401(K) PLAN

401k

Assets$150.1M
Participants1,295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED FIRE & CASUALTY COMPANY EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives2,068
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED PENSION PLANCashBalance$241.2M1,9872024
004UNITED FIRE GROUP 401(K) PLAN401k$150.1M1,2952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED FIRE & CASUALTY COMPANY EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.3M2,0682024
Retirement plans
Welfare plans
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