Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolioTH
UNITED WAY OF GREATER ST. LOUIS, INC.
EIN 43-0714167fund-raisingLatest filing 2025
Plans
4
Retirement
2
$23.4M assets
Welfare
2
$1.9M premiums
Participants
567
C/O VANDER CORLISS, 910 NORTH ELEVENTH STREET - SAINT LOUIS, MO 631011018314-539-4127helpingpeople.orgLinkedIn51-200 employeesfund-raising
Retirement portfolio analytics
2 plans aggregated / $23.4M assets / 325 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.9M premiums / 311 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$1.8M
- Vision$1.8M
- Other$116K
- Life$111K
- Long-term disability$111K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- HARTFORD LIFE AND ACCIDENT6%
- H&H HEALTH ASSOCIATES, INC.0%
Broker market share
Schedule A broker compensation
84%top
- USI INSURANCE SERVICES LLC84%
- CHARLES L CRANE AGENCY CO16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE DEFINED BENEFIT PLAN OF UNITED WAY OF GREATER ST. LOUIS INC.
TraditionalDB
Assets$12.4M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
403(B) PLAN FOR UNITED WAY OF GREATER ST. LOUIS, INC.
403b
Assets$11.1M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED WAY OF GREATER ST. LOUIS WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
UNITED WAY OF GREATER ST. LOUIS REIMBURSEMENT ACCOUNT PROGRAM
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE DEFINED BENEFIT PLAN OF UNITED WAY OF GREATER ST. LOUIS INC. | TraditionalDB | $12.4M | 147 | 2025 | |
| 002 | 403(B) PLAN FOR UNITED WAY OF GREATER ST. LOUIS, INC. | 403b | $11.1M | 178 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED WAY OF GREATER ST. LOUIS WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 311 | 2025 | |
| 502 | UNITED WAY OF GREATER ST. LOUIS REIMBURSEMENT ACCOUNT PROGRAM | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans