Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Prescription drug$2.1M
- Life$119K
- Other$119K
- Long-term disability$64K
- +1 more
Sponsor portfolioTH
UNITED METHODIST HOMES, INC.
EIN 06-0987394non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$2.3M premiums
Participants
634
580 LONG HILL AVENUE - SHELTON, CT 06484203-944-8238umh.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- AETNA LIFE INSURANCE COMPANY95%
- RELIANCE STANDARD LIFE INSURANCE COMPANY3%
- SUN LIFE ASSURANCE COMPANY OF CANADA2%
Broker market share
Schedule A broker compensation
67%top
- NFP INSURANCE SERVICES INC67%
- LOCKTON COMPANIES, LLC33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNITED METHODIST HOMES 401(K) PLAN
401k
Assets$22.3M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
UNITED METHODIST HOMES, INC.
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNITED METHODIST HOMES 401(K) PLAN | 401k | $22.3M | 281 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | UNITED METHODIST HOMES, INC. | Fully Insured | AETNA LIFE INSURANCE COMPANY | $2.3M | 312 | 2025 |
Retirement plans
Welfare plans