PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FIRST UNITED CORPORATION
Sponsor portfolio

FIRST UNITED CORPORATION

EIN 52-1380770-Latest filing 2025
Plans
4
Retirement
2
$98.9M assets
Welfare
2
$1.1M premiums
Participants
1,071
12892 GARRETT HIGHWAY - OAKLAND, MD 21550888-692-2654
Plans on this EIN
4 filings
#001TraditionalDB-$55.7M - 299 part#002401k-$43.3M - 463 part#501Mixed-$823K - 309 lives#502Mixed-$301K - 0 lives

Retirement portfolio analytics

2 plans aggregated / $98.9M assets / 762 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • UNITED CORPORATION PENSION (#001)56%
  • PROFIT SHARING PLAN (#002)44%
Total $98.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)463
  • UNITED CORPORATION PENSION (#001)299
Total 762Click row to drill in

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
Total $823K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNIMERICA INSURANCE COMPANY53%
  • AMERICAN UNITED LIFE INSURANCE COMPANY18%
  • HCC LIFE INSURANCE COMPANY15%
  • DELTA DENTAL OF CALIFORNIA14%
Total $823K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VARNEY & COMPANY BENEFITS ADVISORS100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRST UNITED CORPORATION PENSION PLAN

TraditionalDB

Assets$55.7M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST UNITED CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$43.3M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST UNITED CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - UNIMERICA INSURANCE COMPANY

Premiums$823K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FIRST UNITED CORPORATION INSURANCE PLAN

Mixed - ONEAMERICA, PARENT COMPANY OF AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$301K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST UNITED CORPORATION PENSION PLANTraditionalDB$55.7M2992024
002FIRST UNITED CORPORATION 401(K) PROFIT SHARING PLAN401k$43.3M4632024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST UNITED CORPORATION EMPLOYEE BENEFIT PLANMixedUNIMERICA INSURANCE COMPANY$823K3092025
502FIRST UNITED CORPORATION INSURANCE PLANMixedONEAMERICA, PARENT COMPANY OF AMERICAN UNITED LIFE INSURANCE COMPANY$301K02024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica