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  2. UNITED WAY MIAMI, INC.
Sponsor portfolioTH

UNITED WAY MIAMI, INC.

EIN 59-0830840-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$24.4M assets
Welfare
1
$1.7M premiums
Participants
771
3250 SW 3RD AVENUE - MIAMI, FL 33219305-646-7114unitedwaymiami.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401k-$12.9M - 295 part#004401k-$11.4M - 282 part#501Fully Insured-$1.7M - 191 lives

Retirement portfolio analytics

2 plans aggregated / $24.4M assets / 577 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • WAY MIAMI 401(K) (#001)53%
  • WAY MIAMI 401(K) (#004)47%
Total $24.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WAY MIAMI 401(K) (#001)295
  • WAY MIAMI 401(K) (#004)282
Total 577Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$101K
  • Other$80K
  • Life$48K
  • Short-term disability$44K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UPMC HEALTH OPTIONS65%
  • BLUE CROSS OF CALIFORNIA20%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
  • AFLAC1%
  • HUMANA INSURANCE COMPANY1%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • AON CONSULTING INC96%
  • VARIOUS - SEE ATTACHED4%
Total $89K2 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

UNITED WAY MIAMI 401(K) PLAN

401k

Assets$12.9M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

UNITED WAY MIAMI 401(K) PLAN

401k

Assets$11.4M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED WAY MIAMI, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS, INC.

Premiums$1.7M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED WAY MIAMI 401(K) PLAN401k$12.9M2952024
004UNITED WAY MIAMI 401(K) PLAN401k$11.4M2822025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED WAY MIAMI, INC. EMPLOYEE BENEFITS PLANFully InsuredHEALTH OPTIONS, INC.$1.7M1912025
Retirement plans
Welfare plans
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