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Sponsor portfolioTH

UNITED WAY OF GREATER ATLANTA

EIN 58-0566194-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$35.7M assets
Welfare
1
$1.0M premiums
Participants
669
40 COURTLAND STREET, SUITE 300 - ATLANTA, GA 30303404-527-7200unitedwayatlanta.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filings
#002403b-$18.3M - 217 part#001TraditionalDB-$17.3M - 239 part#501Mixed-$1.0M - 277 lives

Retirement portfolio analytics

2 plans aggregated / $35.7M assets / 456 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • GREATER ATLANTA 403(B) (#002)51%
  • GREATER ATLANTA, INC. (#001)49%
Total $35.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GREATER ATLANTA, INC. (#001)239
  • GREATER ATLANTA 403(B) (#002)217
Total 456Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$911K
  • Vision$911K
  • Stop-loss$911K
  • Life$122K
  • Long-term disability$122K
  • Other$122K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITEDHEALTHCARE INSURANCE COMPANY12%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • IRONWOOD BENEFITS ADVISORY SERVICES52%
  • MARSH & MCLENNAN AGENCY LLC48%
Total $35K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITED WAY OF GREATER ATLANTA 403(B) PLAN

403b

Assets$18.3M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE PENSION PLAN OF UNITED WAY OF GREATER ATLANTA, INC.

TraditionalDB

Assets$17.3M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED WAY OF GREATER ATLANTA HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

Premiums$1.0M
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNITED WAY OF GREATER ATLANTA 403(B) PLAN403b$18.3M2172024
001THE PENSION PLAN OF UNITED WAY OF GREATER ATLANTA, INC.TraditionalDB$17.3M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED WAY OF GREATER ATLANTA HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$1.0M2772025
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