Civic Intelligence

United Group Insurance Trust

Plan context: United Group Insurance Trust Consolidated Welfare Benefit Plan

EIN 91-1879291 • Walnut Creek, CA • 26 filings • 2 plans

1277 Treat Blvd., Ste. 650Walnut Creek, CA 94597
Current Snapshot

Latest Year

2025

2025 Participants

1,243

2025 Assets

$86,749

2025 Contributions

$1,265,582

Historical Graphs

Total Assets Over Time

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

$213,714$106,857$0201620202024YearValue
$86,749Latest year 2024

Participants Over Time

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

13,5896,7950200020122024YearValue
1,243Latest 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
202510$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-0---
202411,243$86,749$1,265,582$1,018iApproximate average salary by contribution assumption: employee only about $25,454 at 4% or $16,969 at 6%; with 50% employer match about $16,969 at 4% or $11,313 at 6%; with 100% employer match about $12,727 at 4% or $8,485 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-1,243$86,749$1,265,582$1,018iApproximate average salary by contribution assumption: employee only about $25,454 at 4% or $16,969 at 6%; with 50% employer match about $16,969 at 4% or $11,313 at 6%; with 100% employer match about $12,727 at 4% or $8,485 at 6%.
202311,395$132,713$1,429,294$1,025iApproximate average salary by contribution assumption: employee only about $25,615 at 4% or $17,076 at 6%; with 50% employer match about $17,076 at 4% or $11,384 at 6%; with 100% employer match about $12,807 at 4% or $8,538 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-1,395$132,713$1,429,294$1,025iApproximate average salary by contribution assumption: employee only about $25,615 at 4% or $17,076 at 6%; with 50% employer match about $17,076 at 4% or $11,384 at 6%; with 100% employer match about $12,807 at 4% or $8,538 at 6%.
202211,567$125,627$1,452,354$927iApproximate average salary by contribution assumption: employee only about $23,171 at 4% or $15,447 at 6%; with 50% employer match about $15,447 at 4% or $10,298 at 6%; with 100% employer match about $11,585 at 4% or $7,724 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-1,567$125,627$1,452,354$927iApproximate average salary by contribution assumption: employee only about $23,171 at 4% or $15,447 at 6%; with 50% employer match about $15,447 at 4% or $10,298 at 6%; with 100% employer match about $11,585 at 4% or $7,724 at 6%.
202111,446$130,647$1,674,316$1,158iApproximate average salary by contribution assumption: employee only about $28,947 at 4% or $19,298 at 6%; with 50% employer match about $19,298 at 4% or $12,865 at 6%; with 100% employer match about $14,474 at 4% or $9,649 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-1,446$130,647$1,674,316$1,158iApproximate average salary by contribution assumption: employee only about $28,947 at 4% or $19,298 at 6%; with 50% employer match about $19,298 at 4% or $12,865 at 6%; with 100% employer match about $14,474 at 4% or $9,649 at 6%.
202011,630$213,714$4,095,930$2,513iApproximate average salary by contribution assumption: employee only about $62,821 at 4% or $41,881 at 6%; with 50% employer match about $41,881 at 4% or $27,920 at 6%; with 100% employer match about $31,411 at 4% or $20,940 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-1,630$213,714$4,095,930$2,513iApproximate average salary by contribution assumption: employee only about $62,821 at 4% or $41,881 at 6%; with 50% employer match about $41,881 at 4% or $27,920 at 6%; with 100% employer match about $31,411 at 4% or $20,940 at 6%.
201911,891$139,936$4,704,844$2,488iApproximate average salary by contribution assumption: employee only about $62,200 at 4% or $41,467 at 6%; with 50% employer match about $41,467 at 4% or $27,645 at 6%; with 100% employer match about $31,100 at 4% or $20,733 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-1,891$139,936$4,704,844$2,488iApproximate average salary by contribution assumption: employee only about $62,200 at 4% or $41,467 at 6%; with 50% employer match about $41,467 at 4% or $27,645 at 6%; with 100% employer match about $31,100 at 4% or $20,733 at 6%.
201812,018$149,059$4,752,527$2,355iApproximate average salary by contribution assumption: employee only about $58,877 at 4% or $39,251 at 6%; with 50% employer match about $39,251 at 4% or $26,167 at 6%; with 100% employer match about $29,438 at 4% or $19,626 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-2,018$149,059$4,752,527$2,355iApproximate average salary by contribution assumption: employee only about $58,877 at 4% or $39,251 at 6%; with 50% employer match about $39,251 at 4% or $26,167 at 6%; with 100% employer match about $29,438 at 4% or $19,626 at 6%.
201711,975$157,425$4,618,391$2,338iApproximate average salary by contribution assumption: employee only about $58,461 at 4% or $38,974 at 6%; with 50% employer match about $38,974 at 4% or $25,983 at 6%; with 100% employer match about $29,230 at 4% or $19,487 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-1,975$157,425$4,618,391$2,338iApproximate average salary by contribution assumption: employee only about $58,461 at 4% or $38,974 at 6%; with 50% employer match about $38,974 at 4% or $25,983 at 6%; with 100% employer match about $29,230 at 4% or $19,487 at 6%.
201612,267$41,182$4,710,655$2,078iApproximate average salary by contribution assumption: employee only about $51,948 at 4% or $34,632 at 6%; with 50% employer match about $34,632 at 4% or $23,088 at 6%; with 100% employer match about $25,974 at 4% or $17,316 at 6%.
United Group Insurance Trust Consolidated Welfare Benefit Plan-2,267$41,182$4,710,655$2,078iApproximate average salary by contribution assumption: employee only about $51,948 at 4% or $34,632 at 6%; with 50% employer match about $34,632 at 4% or $23,088 at 6%; with 100% employer match about $25,974 at 4% or $17,316 at 6%.
201512,824$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-2,824---
201413,160$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-3,160---
201314,293$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-4,293---
201216,072$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-6,072---
201117,175$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-7,175---
2010113,589$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-13,589---
200919,861$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-9,861---
2008110,007$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-10,007---
2007110,128$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-10,128---
2006110,196$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-10,196---
200519,931$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-9,931---
2004110,748$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-10,748---
2003111,570$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-11,570---
2002110,873$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-10,873---
2001110,960$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-10,960---
2000110,409$0$0-
United Group Insurance Trust Consolidated Welfare Benefit Plan-10,409---