Assets by plan
Share of aggregate retirement assets
Filings through .
First United Corporation
EIN 52-1380770Finance and InsuranceLatest filing 2025
Plans
4
Retirement
2
$109.6M assets
Health & Benefits
2
$1.1M premiums
Participants
1,099
19 SOUTH SECOND STREET - OAKLAND, MD 21550301-334-9471
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $109.6M assets / 790 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.1M premiums / 309 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$560K
- Life$148K
- Long-term disability$148K
- Other$148K
- Dental$115K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FIRST UNITED CORPORATION PENSION PLAN
Traditional DB
Assets$59.4M
Participants298
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIRST UNITED CORPORATION 401(K) PROFIT SHARING PLAN
401(k)
Assets$50.2M
Participants492
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FIRST UNITED CORPORATION EMPLOYEE BENEFIT PLAN
Mixed - UNIMERICA INSURANCE COMPANY
Premiums$823K
Covered lives309
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
FIRST UNITED CORPORATION INSURANCE PLAN
Mixed - ONEAMERICA, PARENT COMPANY OF AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$301K
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FIRST UNITED CORPORATION PENSION PLAN | Traditional DB | $59.4M | 298 | 2025 |
| #002 | FIRST UNITED CORPORATION 401(K) PROFIT SHARING PLAN | 401(k) | $50.2M | 492 | 2025 |
- #001 · Traditional DB · 2025298
- #002 · 401(k) · 2025492
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FIRST UNITED CORPORATION EMPLOYEE BENEFIT PLAN | Mixed | UNIMERICA INSURANCE COMPANY | $823K | 309 | 2025 |
| #502 | FIRST UNITED CORPORATION INSURANCE PLAN | Mixed | ONEAMERICA, PARENT COMPANY OF AMERICAN UNITED LIFE INSURANCE COMPANY | $301K | 0 | 2024 |
- #501 · Mixed · UNIMERICA INSURANCE COMPANY · 2025309
- #502 · Mixed · ONEAMERICA, PARENT COMPANY OF AMERICAN UNITED LIFE INSURANCE COMPANY · 20240
Retirement plans
Health & Benefits plans