Sponsor portfolioTH

UNITED PLANNING ORGANIZATION

EIN 52-0788987non-profit organization managementLatest filing 2025

Plans

Retirement

$21.7M assets

Welfare

$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 filings

#001401k-$21.7M - 858 part #501Fully Insured-$2.5M - 352 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 352 covered lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

79%top

KAISER FOUNDATION HEALTH PLAN INC79%
PRUDENTIAL INSURANCE COMPANY OF AMERICA11%
AFLAC5%
METROPOLITAN LIFE INSURANCE COMPANY3%
VISION SERVICE PLAN1%
+1 more

Broker market share

Schedule A broker compensation

Split broker

81%top

GALLAGHER BENEFIT SERVICES, INC.81%
JAMES R NELLIGAN & ASSOCIATES LLC5%
ENROLLEASE4%
JASON A BARE3%
ERNESTO MCKENZIE JR & OTHER AGENTS2%
+3 more

Plan deep-dives

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

Retirement#001

RETIREMENT INCOME PLAN OF UNITED PLANNING ORGANIZATION

401k

Assets$21.7M

Participants858

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501