Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Other$413K
- Life$268K
- Short-term disability$268K
- Long-term disability$268K
- +2 more
Filings through .
Top hat
United Planning Organization
EIN 52-0788987non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$21.7M assets
Health & Benefits
1
$2.5M premiums
Participants
1,248
301 RHODE ISLAND AVENUE N.W. - WASHINGTON, DC 20001202-238-4600upo.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.5M premiums / 352 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RETIREMENT INCOME PLAN OF UNITED PLANNING ORGANIZATION
401(k)
Assets$21.7M
Participants858
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UNITED PLANNING ORGANIZATION HEALTH AND WELFARE PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC.
Premiums$2.5M
Covered lives352
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT INCOME PLAN OF UNITED PLANNING ORGANIZATION | 401(k) | $21.7M | 858 | 2025 |
- #001 · 401(k) · 2025858
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UNITED PLANNING ORGANIZATION HEALTH AND WELFARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $2.5M | 352 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. · 2025352
Retirement plans
Health & Benefits plans