Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolioTH
UMG RECORDINGS, INC.
EIN 13-2613071motion pictures and filmLatest filing 2025
Plans
3
Retirement
2
$1.40B assets
Welfare
1
$8.3M premiums
Participants
10,008
2220 COLORADO AVENUE - SANTA MONICA, CA 90404310-865-4609LinkedIn1001-5000 employeesmotion pictures and film
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.40B assets / 6,599 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- THE VANGUARD GROUP, INC.100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.3M premiums / 3,565 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$4.4M
- Other$3.4M
- Life$2.9M
- Short-term disability$2.9M
- Long-term disability$2.9M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
53%top
- KAISER FOUNDATION HEALTH PLAN INC53%
- HARTFORD LIFE AND ACCIDENT39%
- VISION SERVICE PLAN6%
- JOURNEY MEDITATION, INC.1%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
- +1 more
Broker market share
Schedule A broker compensation
86%top
- MERCER HEALTH AND BENEFITS, LLC86%
- ALLIANT INSURANCE SERVICES, INC.10%
- CROWN RISK MANAGEMENT, LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNIVERSAL MUSIC GROUP 401(K) PLAN
401k
Assets$1.40B
Participants6,586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UNIVERSAL MUSIC - MGB NA LLC DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$308K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNIVERSAL MUSIC GROUP HEALTH AND SECURITY BENEFITS PROGRAMS
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$8.3M
Covered lives3,565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNIVERSAL MUSIC GROUP 401(K) PLAN | 401k | $1.40B | 6,586 | 2024 | |
| 003 | UNIVERSAL MUSIC - MGB NA LLC DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $308K | 13 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNIVERSAL MUSIC GROUP HEALTH AND SECURITY BENEFITS PROGRAMS | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $8.3M | 3,565 | 2025 |
Retirement plans
Welfare plans