Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED WAY OF METROPOLITAN NASHVILLE, INC.
EIN 62-0533104marketing and advertisingLatest filing 2025
Plans
3
Retirement
2
$8.0M assets
Welfare
1
$72K premiums
Participants
277
250 VENTURE CIR - NASHVILLE, TN 372281604615-255-8501uwtn.orgLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.0M assets / 179 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $72K premiums / 134 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$72K
- Long-term disability$72K
- Other$72K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- CBIZ BENEFITS & INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.
401k
Assets$6.3M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC.
TraditionalDB
Assets$1.7M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED WAY OF MIDDLE TENNESSEE DBA UNITED WAY OF GREATER NASHVILLE LIFE, LONG TERM DISABILITY AND AD&D INSURANCE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$72K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. | 401k | $6.3M | 113 | 2025 | |
| 001 | EMPLOYEE BENEFITS PLAN OF UNITED WAY OF METROPOLITAN NASHVILLE, INC. | TraditionalDB | $1.7M | 66 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED WAY OF MIDDLE TENNESSEE DBA UNITED WAY OF GREATER NASHVILLE LIFE, LONG TERM DISABILITY AND AD&D INSURANCE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $72K | 134 | 2025 |
Retirement plans
Welfare plans