Filings through .
Union Insurance Group
Matched across 7 name variants in the filings
Union Insurance Group summary
Union Insurance Group appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $34.2B in assets for 327,430 participants. The median client plan holds $151M. Most client plans are sponsored in IL, CA and IA. The largest clients by plan assets are Trustees of the National Electrical Annuity Plan, New England Teamsters Pension Fund and Trustees of Teamsters Union No. 142 Pension Fund. Plans reported $1.3M in direct and indirect compensation paid to Union Insurance Group. The median is $12K per plan.
- Participants
- 327,430
- Median plan assets
- $151M
- Median plan participants
- 2,334
- Median fees per plan
- $12K
- Schedule C direct + indirect
Top 22 client plans by assets
Latest Form 5500 filing per plan through 2024
- MDParticipants 195,719
- MAParticipants 71,322
- INParticipants 6,610
- ILParticipants 4,198
- ILParticipants 13,533
- CAParticipants 2,939
- NVParticipants 3,727
- ILParticipants 2,362
- CAParticipants 4,009
- NJParticipants 884
- CAParticipants 2,195
- MSParticipants 1,167
- ILParticipants 1,885
- Board of Trustees$91.2MNVParticipants 3,247
- ILParticipants 1,414
- MIParticipants 540
- NYParticipants 1,784
- IAParticipants 541
- Ctdu - Pension Fund$29.9MILParticipants 2,305
- IAParticipants 784
- MOParticipants 5,110
- ILParticipants 1,155
Top client states
- IL7 plans
- CA3 plans
- IA2 plans
- NV2 plans
- IN1 plan
Frequently asked questions
- Who uses Union Insurance Group?
- 22 retirement plans list Union Insurance Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Trustees of the National Electrical Annuity Plan, New England Teamsters Pension Fund, Trustees of Teamsters Union No. 142 Pension Fund, Board of Trustees of Roofers Pension Fund and Ironworkers National Pension Plan Board of Trustees. Most client plans are sponsored in IL, CA and IA.
- How many plans does Union Insurance Group serve?
- Union Insurance Group serves 22 retirement plans with $34.2B in plan assets and 327,430 participants, based on the latest Form 5500 filings through 2024.
- What does Union Insurance Group charge?
- Plans reported $1.3M in total Schedule C compensation paid to Union Insurance Group. The median plan paid $12K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets