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Sponsor portfolio

UNITED WAY OF THE MIDLANDS

EIN 47-0376605-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$256K premiums
Participants
393
1229 MILLWORK AVE SUITE 402 - OMAHA, NE 68102402-522-7928unitedwaymidlands.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$6.3M - 215 part#501Mixed-$256K - 341 lives

Benefits portfolio analytics

1 plan / $256K premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$235K
  • Life$235K
  • Short-term disability$235K
  • Long-term disability$235K
  • Vision$20K
Total $256K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • PRINCIPAL LIFE INSURANCE COMPANY92%
  • AMERITAS LIFE INSURANCE CORP.8%
Total $256K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • FIRST INSURANCE GROUP LLC95%
  • MARSHBERRY CONNECT PLATFORM LLC5%
Total $23K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITED WAY OF THE MIDLANDS 401(K) PLAN

401k

Assets$6.3M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED WAY OF THE MIDLANDS EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$256K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED WAY OF THE MIDLANDS 401(K) PLAN401k$6.3M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED WAY OF THE MIDLANDS EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$256K3412025
Retirement plans
Welfare plans
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