| Relationships | Role | Relationship Start | Relationship End |
| United Group, Inc., The | Parent | 3/21/1997 | 5/30/2002 |
| Ufs Life Reinsurance Company | Subsidary | 12/31/1999 | 5/30/2002 |
| Wells Fargo Financial North Carolina 3, Inc. | Subsidary | 3/21/1997 | 5/30/2002 |
| Wells Fargo Financial North Carolina 2, Inc. | Subsidary | 3/21/1997 | 5/30/2002 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| United Group, Inc., The | Buyer | Discontinued | 5/31/2002 |