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  2. UNITED WAY OF CENTRAL ALABAMA, INC.
Sponsor portfolioTH

UNITED WAY OF CENTRAL ALABAMA, INC.

EIN 63-0288846-non-profit organization management-Latest filing 2025
Plans
4
Retirement
2
$20.1M assets
Welfare
2
$1.6M premiums
Participants
1,831
PO BOX 320189 - BIRMINGHAM, AL 352320189205-251-5131uwca.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
4 filings
#001TraditionalDB-$12.1M - 172 part#002403b-$8.0M - 236 part#501Mewa-$1.5M - 1,135 lives#502Mewa-$121K - 278 lives

Retirement portfolio analytics

2 plans aggregated / $20.1M assets / 408 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CENTRAL ALABAMA, INC. (#001)60%
  • CENTRAL ALABAMA INC (#002)40%
Total $20.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
60%top
  • (Not disclosed)60%
  • AMERICAN UNITED LIFE INSURANCE CO40%
Total $20.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CENTRAL ALABAMA INC (#002)236
  • CENTRAL ALABAMA, INC. (#001)172
Total 408Click row to drill in

Benefits portfolio analytics

2 plans / $1.6M premiums / 1,413 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • UTIC INSURANCE COMPANY100%
Total $158K1 slice

Plan deep-dives

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

DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF CENTRAL ALABAMA, INC.

TraditionalDB

Assets$12.1M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

403(B) THRIFT PLAN FOR UNITED WAY OF CENTRAL ALABAMA INC

403b

Assets$8.0M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITED WAY OF CENTRAL ALABAMA, INC. GROUP HEALTH AND DENTAL CARE PLAN

Mewa - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.5M
Covered lives1,135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLAN

Mewa - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$121K
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DEFINED BENEFIT PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF CENTRAL ALABAMA, INC.TraditionalDB$12.1M1722024
002403(B) THRIFT PLAN FOR UNITED WAY OF CENTRAL ALABAMA INC403b$8.0M2362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITED WAY OF CENTRAL ALABAMA, INC. GROUP HEALTH AND DENTAL CARE PLANMewaSUN LIFE ASSURANCE COMPANY OF CANADA$1.5M1,1352025
502GROUP LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE PLANMewaLIFE INSURANCE COMPANY OF NORTH AMERICA$121K2782024
Retirement plans
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