Assets by plan
Share of aggregate retirement assets
- WAY MIAMI 401(K) (#001)$12.9M
- WAY MIAMI 401(K) (#004)$11.4M
Filings through .
Top hat
United Way Miami, Inc.
EIN 59-0830840non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$24.4M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $24.4M assets / 577 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UNITED WAY MIAMI 401(K) PLAN
401(k)
Assets$12.9M
Participants295
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
UNITED WAY MIAMI 401(K) PLAN
401(k)
Assets$11.4M
Participants282
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
UNITED WAY MIAMI, INC. EMPLOYEE BENEFITS PLAN
Fully insured - HEALTH OPTIONS, INC.
Premiums$1.7M
Covered lives191
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UNITED WAY MIAMI 401(K) PLAN | 401(k) | $12.9M | 295 | 2024 |
| #004 | UNITED WAY MIAMI 401(K) PLAN | 401(k) | $11.4M | 282 | 2025 |
- #001 · 401(k) · 2024295
- #004 · 401(k) · 2025282
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | UNITED WAY MIAMI, INC. EMPLOYEE BENEFITS PLAN | Fully insured | HEALTH OPTIONS, INC. | $1.7M | 191 | 2025 |
- #501 · Fully insured · HEALTH OPTIONS, INC. · 2025191
Retirement plans
Health & Benefits plans