PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UNITED WAY FOR GREATER AUSTIN
Sponsor portfolio

UNITED WAY FOR GREATER AUSTIN

EIN 74-1193439-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$1.0M premiums
Participants
319
5930 MIDDLE FISKVILLE RD., 5TH FLOOR - AUSTIN, TX 78752512-225-0395unitedwayaustin.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401k-$3.2M - 213 part#502Fully Insured-$1.0M - 148 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$947K
  • Dental$947K
  • Vision$66K
  • Life$66K
  • Short-term disability$66K
  • Long-term disability$66K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY6%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FROST INSURANCE AGENCY INC100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

403(B) THRIFT PLAN OF UNITED WAY FOR GREATER AUSTIN

401k

Assets$3.2M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNITED WAY FOR GREATER AUSTIN HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.0M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003403(B) THRIFT PLAN OF UNITED WAY FOR GREATER AUSTIN401k$3.2M2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNITED WAY FOR GREATER AUSTIN HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.0M1482025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica