Civic Intelligence

United Asset Management Corporation

Plan context: United Asset Management Corporation Profit Sharing & 401K Plan

EIN 04-2714625 • Boston, MA • 51 filings • 14 plans

200 Clarendon Street53rd FloorBoston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

337

2024 Assets

$284,267,264

2024 Contributions

$13,121,979

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$345,938,454$172,969,227$0199920122024YearValue
$284,267,264Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,3706850199920122024YearValue
337Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242337$284,267,264$13,121,979$38,938iApproximate average salary by contribution assumption: employee only about $973,441 at 4% or $648,960 at 6%; with 50% employer match about $648,960 at 4% or $432,640 at 6%; with 100% employer match about $486,720 at 4% or $324,480 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-337$284,267,264$13,121,979$38,938iApproximate average salary by contribution assumption: employee only about $973,441 at 4% or $648,960 at 6%; with 50% employer match about $648,960 at 4% or $432,640 at 6%; with 100% employer match about $486,720 at 4% or $324,480 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-320---
20232348$258,830,807$13,068,013$37,552iApproximate average salary by contribution assumption: employee only about $938,794 at 4% or $625,863 at 6%; with 50% employer match about $625,863 at 4% or $417,242 at 6%; with 100% employer match about $469,397 at 4% or $312,931 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-348$258,830,807$13,068,013$37,552iApproximate average salary by contribution assumption: employee only about $938,794 at 4% or $625,863 at 6%; with 50% employer match about $625,863 at 4% or $417,242 at 6%; with 100% employer match about $469,397 at 4% or $312,931 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-341---
20222362$220,242,658$11,605,048$32,058iApproximate average salary by contribution assumption: employee only about $801,454 at 4% or $534,302 at 6%; with 50% employer match about $534,302 at 4% or $356,202 at 6%; with 100% employer match about $400,727 at 4% or $267,151 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-362$220,242,658$11,605,048$32,058iApproximate average salary by contribution assumption: employee only about $801,454 at 4% or $534,302 at 6%; with 50% employer match about $534,302 at 4% or $356,202 at 6%; with 100% employer match about $400,727 at 4% or $267,151 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-347---
20212409$272,513,615$17,401,520$42,547iApproximate average salary by contribution assumption: employee only about $1,063,663 at 4% or $709,108 at 6%; with 50% employer match about $709,108 at 4% or $472,739 at 6%; with 100% employer match about $531,831 at 4% or $354,554 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-409$272,513,615$17,401,520$42,547iApproximate average salary by contribution assumption: employee only about $1,063,663 at 4% or $709,108 at 6%; with 50% employer match about $709,108 at 4% or $472,739 at 6%; with 100% employer match about $531,831 at 4% or $354,554 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-345---
20202581$291,167,358$15,512,228$26,699iApproximate average salary by contribution assumption: employee only about $667,480 at 4% or $444,986 at 6%; with 50% employer match about $444,986 at 4% or $296,658 at 6%; with 100% employer match about $333,740 at 4% or $222,493 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-569$291,167,358$15,512,228$27,262iApproximate average salary by contribution assumption: employee only about $681,557 at 4% or $454,371 at 6%; with 50% employer match about $454,371 at 4% or $302,914 at 6%; with 100% employer match about $340,778 at 4% or $227,186 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-581---
20192657$345,938,454$20,636,284$31,410iApproximate average salary by contribution assumption: employee only about $785,247 at 4% or $523,498 at 6%; with 50% employer match about $523,498 at 4% or $348,999 at 6%; with 100% employer match about $392,623 at 4% or $261,749 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-657$345,938,454$20,636,284$31,410iApproximate average salary by contribution assumption: employee only about $785,247 at 4% or $523,498 at 6%; with 50% employer match about $523,498 at 4% or $348,999 at 6%; with 100% employer match about $392,623 at 4% or $261,749 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-628---
20182696$292,651,733$22,627,050$32,510iApproximate average salary by contribution assumption: employee only about $812,753 at 4% or $541,835 at 6%; with 50% employer match about $541,835 at 4% or $361,224 at 6%; with 100% employer match about $406,377 at 4% or $270,918 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-696$292,651,733$22,627,050$32,510iApproximate average salary by contribution assumption: employee only about $812,753 at 4% or $541,835 at 6%; with 50% employer match about $541,835 at 4% or $361,224 at 6%; with 100% employer match about $406,377 at 4% or $270,918 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-611---
20172725$319,644,919$20,037,545$27,638iApproximate average salary by contribution assumption: employee only about $690,950 at 4% or $460,633 at 6%; with 50% employer match about $460,633 at 4% or $307,089 at 6%; with 100% employer match about $345,475 at 4% or $230,317 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-725$319,644,919$20,037,545$27,638iApproximate average salary by contribution assumption: employee only about $690,950 at 4% or $460,633 at 6%; with 50% employer match about $460,633 at 4% or $307,089 at 6%; with 100% employer match about $345,475 at 4% or $230,317 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-489---
20162750$271,110,002$21,159,408$28,213iApproximate average salary by contribution assumption: employee only about $705,314 at 4% or $470,209 at 6%; with 50% employer match about $470,209 at 4% or $313,473 at 6%; with 100% employer match about $352,657 at 4% or $235,105 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-750$271,110,002$21,159,408$28,213iApproximate average salary by contribution assumption: employee only about $705,314 at 4% or $470,209 at 6%; with 50% employer match about $470,209 at 4% or $313,473 at 6%; with 100% employer match about $352,657 at 4% or $235,105 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-481---
20152724$253,427,010$20,620,491$28,481iApproximate average salary by contribution assumption: employee only about $712,034 at 4% or $474,689 at 6%; with 50% employer match about $474,689 at 4% or $316,459 at 6%; with 100% employer match about $356,017 at 4% or $237,345 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-724$253,427,010$20,620,491$28,481iApproximate average salary by contribution assumption: employee only about $712,034 at 4% or $474,689 at 6%; with 50% employer match about $474,689 at 4% or $316,459 at 6%; with 100% employer match about $356,017 at 4% or $237,345 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-472---
20142750$247,687,952$18,173,215$24,231iApproximate average salary by contribution assumption: employee only about $605,774 at 4% or $403,849 at 6%; with 50% employer match about $403,849 at 4% or $269,233 at 6%; with 100% employer match about $302,887 at 4% or $201,925 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-750$247,687,952$18,173,215$24,231iApproximate average salary by contribution assumption: employee only about $605,774 at 4% or $403,849 at 6%; with 50% employer match about $403,849 at 4% or $269,233 at 6%; with 100% employer match about $302,887 at 4% or $201,925 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-455---
20132742$232,177,113$17,515,767$23,606iApproximate average salary by contribution assumption: employee only about $590,154 at 4% or $393,436 at 6%; with 50% employer match about $393,436 at 4% or $262,291 at 6%; with 100% employer match about $295,077 at 4% or $196,718 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-742$232,177,113$17,515,767$23,606iApproximate average salary by contribution assumption: employee only about $590,154 at 4% or $393,436 at 6%; with 50% employer match about $393,436 at 4% or $262,291 at 6%; with 100% employer match about $295,077 at 4% or $196,718 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-419---
20122725$196,074,507$16,886,156$23,291iApproximate average salary by contribution assumption: employee only about $582,281 at 4% or $388,187 at 6%; with 50% employer match about $388,187 at 4% or $258,792 at 6%; with 100% employer match about $291,141 at 4% or $194,094 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-725$196,074,507$16,886,156$23,291iApproximate average salary by contribution assumption: employee only about $582,281 at 4% or $388,187 at 6%; with 50% employer match about $388,187 at 4% or $258,792 at 6%; with 100% employer match about $291,141 at 4% or $194,094 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-531---
20112933$180,471,023$17,682,867$18,953iApproximate average salary by contribution assumption: employee only about $473,817 at 4% or $315,878 at 6%; with 50% employer match about $315,878 at 4% or $210,586 at 6%; with 100% employer match about $236,909 at 4% or $157,939 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-933$180,471,023$17,682,867$18,953iApproximate average salary by contribution assumption: employee only about $473,817 at 4% or $315,878 at 6%; with 50% employer match about $315,878 at 4% or $210,586 at 6%; with 100% employer match about $236,909 at 4% or $157,939 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-508---
20102918$184,893,158$17,898,777$19,498iApproximate average salary by contribution assumption: employee only about $487,439 at 4% or $324,960 at 6%; with 50% employer match about $324,960 at 4% or $216,640 at 6%; with 100% employer match about $243,720 at 4% or $162,480 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-918$184,893,158$17,898,777$19,498iApproximate average salary by contribution assumption: employee only about $487,439 at 4% or $324,960 at 6%; with 50% employer match about $324,960 at 4% or $216,640 at 6%; with 100% employer match about $243,720 at 4% or $162,480 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-487---
200921,279$164,426,282$19,596,199$15,322iApproximate average salary by contribution assumption: employee only about $383,038 at 4% or $255,358 at 6%; with 50% employer match about $255,358 at 4% or $170,239 at 6%; with 100% employer match about $191,519 at 4% or $127,679 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-917$164,426,282$19,596,199$21,370iApproximate average salary by contribution assumption: employee only about $534,248 at 4% or $356,165 at 6%; with 50% employer match about $356,165 at 4% or $237,443 at 6%; with 100% employer match about $267,124 at 4% or $178,083 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-1,279---
200821,053$113,239,878$23,015,461$21,857iApproximate average salary by contribution assumption: employee only about $546,426 at 4% or $364,284 at 6%; with 50% employer match about $364,284 at 4% or $242,856 at 6%; with 100% employer match about $273,213 at 4% or $182,142 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-1,053$113,239,878$23,015,461$21,857iApproximate average salary by contribution assumption: employee only about $546,426 at 4% or $364,284 at 6%; with 50% employer match about $364,284 at 4% or $242,856 at 6%; with 100% employer match about $273,213 at 4% or $182,142 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-978---
200741,038$140,235,945$19,232,345$18,528iApproximate average salary by contribution assumption: employee only about $463,207 at 4% or $308,805 at 6%; with 50% employer match about $308,805 at 4% or $205,870 at 6%; with 100% employer match about $231,603 at 4% or $154,402 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-1,038$140,235,945$19,232,345$18,528iApproximate average salary by contribution assumption: employee only about $463,207 at 4% or $308,805 at 6%; with 50% employer match about $308,805 at 4% or $205,870 at 6%; with 100% employer match about $231,603 at 4% or $154,402 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-519---
OLD MUTUAL US HOLDINGS DENTAL PLAN-0---
OLD MUTUAL US HOLDINGS LIFE AND LTD PLAN-0---
20063988$139,886,554$14,850,633$15,031iApproximate average salary by contribution assumption: employee only about $375,775 at 4% or $250,517 at 6%; with 50% employer match about $250,517 at 4% or $167,011 at 6%; with 100% employer match about $187,888 at 4% or $125,258 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-988$139,886,554$14,850,633$15,031iApproximate average salary by contribution assumption: employee only about $375,775 at 4% or $250,517 at 6%; with 50% employer match about $250,517 at 4% or $167,011 at 6%; with 100% employer match about $187,888 at 4% or $125,258 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-565---
OLD MUTUAL US HOLDINGS DENTAL PLAN-216---
20052860$127,348,569$13,913,595$16,179iApproximate average salary by contribution assumption: employee only about $404,465 at 4% or $269,643 at 6%; with 50% employer match about $269,643 at 4% or $179,762 at 6%; with 100% employer match about $202,232 at 4% or $134,822 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-860$127,348,569$13,913,595$16,179iApproximate average salary by contribution assumption: employee only about $404,465 at 4% or $269,643 at 6%; with 50% employer match about $269,643 at 4% or $179,762 at 6%; with 100% employer match about $202,232 at 4% or $134,822 at 6%.
Omam Inc and Participating Affiliate Firms Health and Welfare Benefit Plan-444---
20042701$115,799,694$11,574,851$16,512iApproximate average salary by contribution assumption: employee only about $412,798 at 4% or $275,199 at 6%; with 50% employer match about $275,199 at 4% or $183,466 at 6%; with 100% employer match about $206,399 at 4% or $137,599 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-701$115,799,694$11,574,851$16,512iApproximate average salary by contribution assumption: employee only about $412,798 at 4% or $275,199 at 6%; with 50% employer match about $275,199 at 4% or $183,466 at 6%; with 100% employer match about $206,399 at 4% or $137,599 at 6%.
OLD MUTUAL US HOLDINGS DENTAL PLAN-120---
20032780$98,991,227$10,523,047$13,491iApproximate average salary by contribution assumption: employee only about $337,277 at 4% or $224,851 at 6%; with 50% employer match about $224,851 at 4% or $149,901 at 6%; with 100% employer match about $168,639 at 4% or $112,426 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-780$98,991,227$10,523,047$13,491iApproximate average salary by contribution assumption: employee only about $337,277 at 4% or $224,851 at 6%; with 50% employer match about $224,851 at 4% or $149,901 at 6%; with 100% employer match about $168,639 at 4% or $112,426 at 6%.
OLD MUTUAL US HOLDINGS DENTAL PLAN-105---
20021819$88,351,760$11,630,584$14,201iApproximate average salary by contribution assumption: employee only about $355,024 at 4% or $236,683 at 6%; with 50% employer match about $236,683 at 4% or $157,788 at 6%; with 100% employer match about $177,512 at 4% or $118,341 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-819$88,351,760$11,630,584$14,201iApproximate average salary by contribution assumption: employee only about $355,024 at 4% or $236,683 at 6%; with 50% employer match about $236,683 at 4% or $157,788 at 6%; with 100% employer match about $177,512 at 4% or $118,341 at 6%.
200111,025$114,883,177$14,998,477$14,633iApproximate average salary by contribution assumption: employee only about $365,817 at 4% or $243,878 at 6%; with 50% employer match about $243,878 at 4% or $162,585 at 6%; with 100% employer match about $182,908 at 4% or $121,939 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-1,025$114,883,177$14,998,477$14,633iApproximate average salary by contribution assumption: employee only about $365,817 at 4% or $243,878 at 6%; with 50% employer match about $243,878 at 4% or $162,585 at 6%; with 100% employer match about $182,908 at 4% or $121,939 at 6%.
200011,348$187,492,974$17,219,361$12,774iApproximate average salary by contribution assumption: employee only about $319,350 at 4% or $212,900 at 6%; with 50% employer match about $212,900 at 4% or $141,933 at 6%; with 100% employer match about $159,675 at 4% or $106,450 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-1,348$187,492,974$17,219,361$12,774iApproximate average salary by contribution assumption: employee only about $319,350 at 4% or $212,900 at 6%; with 50% employer match about $212,900 at 4% or $141,933 at 6%; with 100% employer match about $159,675 at 4% or $106,450 at 6%.
199911,370$236,461,380$16,189,452$11,817iApproximate average salary by contribution assumption: employee only about $295,428 at 4% or $196,952 at 6%; with 50% employer match about $196,952 at 4% or $131,301 at 6%; with 100% employer match about $147,714 at 4% or $98,476 at 6%.
United Asset Management Corporation Profit Sharing & 401K Plan-1,370$236,461,380$16,189,452$11,817iApproximate average salary by contribution assumption: employee only about $295,428 at 4% or $196,952 at 6%; with 50% employer match about $196,952 at 4% or $131,301 at 6%; with 100% employer match about $147,714 at 4% or $98,476 at 6%.