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Sponsor portfolio

AMERICAN POSTAL WORKERS UNION

EIN 52-0913725-civic & social organization-Latest filing 2025
Plans
8
Retirement
4
$162.9M assets
Welfare
4
$3.1M premiums
Participants
36,817
1300 L. STREET NW - WASHINGTON, DC 20005202-842-8502LinkedIn10001+ employeescivic & social organization
Plans on this EIN
8 filings
#333TraditionalDB-$120.2M - 298 part#001TraditionalDB-$29.0M - 195 part#003401k-$8.1M - 84 part#004401k-$5.6M - 120 part#505Mixed-$2.3M - 219 lives#506Fully Insured-$429K - 585 lives#501Mixed-$256K - 339 lives#507Mixed-$71K - 34,977 lives

Retirement portfolio analytics

4 plans aggregated / $162.9M assets / 697 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • QUALIFIED RETIREMENT PLAN (#333)74%
  • EMPLOYEES' RETIREMENT PLAN (#001)18%
  • EMPLOYEES' RETIREMENT Savings (#003)5%
  • AFL-CIO GUILD 401(K) (#004)3%
Total $162.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • QUALIFIED RETIREMENT PLAN (#333)298
  • EMPLOYEES' RETIREMENT PLAN (#001)195
  • AFL-CIO GUILD 401(K) (#004)120
  • EMPLOYEES' RETIREMENT Savings (#003)84
Total 697Click row to drill in

Benefits portfolio analytics

4 plans / $3.1M premiums / 36,120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.3M
  • Health$2.2M
  • Prescription drug$2.2M
  • Life$757K
  • Other$757K
Total $3.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • HARTFORD LIFE AND ACCIDENT14%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK11%
  • THE DENTAL NETWORK, INC.2%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • THE COLUMBIA GROUP62%
  • ALLIANT INSURANCE SERVICES, INC.30%
  • MATHER & STROHL ADMIN SVC INC4%
  • CENTRAL MARYLAND INSURANCE ASSOC3%
  • KELLY & ASSOCIATES INSURANCE GROUP2%
Total $193K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

AMERICAN POSTAL WORKERS UNION OFFICERS' QUALIFIED RETIREMENT PLAN

TraditionalDB

Assets$120.2M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMERICAN POSTAL WORKERS UNION EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$29.0M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

APWU EMPLOYEES' RETIREMENT SAVINGS PLAN

401k

Assets$8.1M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

AMERICAN POSTAL WORKERS UNION, AFL-CIO GUILD 401(K) PLAN

401k

Assets$5.6M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIO

Mixed - CAREFIRST BLUECHOICE, INC.

Premiums$2.3M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

LIFE INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION AFL-CIO

Fully Insured - THE HARTFORD

Premiums$429K
Covered lives585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AMERICAN POSTAL WORKERS UNION LIFE ACCIDENT PLAN

Mixed - NEW YORK LIFE INSURANCE COMPANY

Premiums$256K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

AP WU ACCIDENTAL DEATH & DISMEMBERMENT PROGRAM

Mixed - NEW YORK LIFE INSURANCE COMPANY

Premiums$71K
Covered lives34,977
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
333AMERICAN POSTAL WORKERS UNION OFFICERS' QUALIFIED RETIREMENT PLANTraditionalDB$120.2M2982024
001AMERICAN POSTAL WORKERS UNION EMPLOYEES' RETIREMENT PLANTraditionalDB$29.0M1952024
003APWU EMPLOYEES' RETIREMENT SAVINGS PLAN401k$8.1M842025
004AMERICAN POSTAL WORKERS UNION, AFL-CIO GUILD 401(K) PLAN401k$5.6M1202025

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HEALTH INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION, AFL-CIOMixedCAREFIRST BLUECHOICE, INC.$2.3M2192025
506LIFE INSURANCE FOR EMPLOYEES OF AMERICAN POSTAL WORKERS UNION AFL-CIOFully InsuredTHE HARTFORD$429K5852025
501AMERICAN POSTAL WORKERS UNION LIFE ACCIDENT PLANMixedNEW YORK LIFE INSURANCE COMPANY$256K3392025
507AP WU ACCIDENTAL DEATH & DISMEMBERMENT PROGRAMMixedNEW YORK LIFE INSURANCE COMPANY$71K34,9772025
Retirement plans
Welfare plans
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