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Sponsor portfolio

UNITED ASSOCIATION NATIONAL PENSION FUND

EIN 52-6088636-financial services-Latest filing 2025
Plans
2
Retirement
1
$64.2M assets
Welfare
1
$2.7M premiums
Participants
341
103 ORONOCO STREET - ALEXANDRIA, VA 22314703-739-9020uanpf.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001TraditionalDB-$64.2M - 223 part#501Mixed-$2.7M - 111 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Other$38K
  • Life$37K
  • Long-term disability$26K
  • Short-term disability$25K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • ALLIANT INSURANCE SERVICES, INC.68%
  • BCI INSURANCE SOLUTIONS, INC.32%
Total $15K2 slices

Plan deep-dives

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

UANPF STAFF RETIREMENT PLAN

TraditionalDB

Assets$64.2M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UANPF STAFF HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UANPF STAFF RETIREMENT PLANTraditionalDB$64.2M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UANPF STAFF HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M1112025
Retirement plans
Welfare plans
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