Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$1.2M
- Other$73K
- Life$67K
- Short-term disability$64K
- +1 more
Sponsor portfolio
UNIVERSAL MENTAL HEALTH SERVICES, INC.
EIN 14-1877453hospital & health careLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$1.3M premiums
Participants
527
839 WILKESBORO BOULEVARD - LENOIR, NC 28645828-759-4067umhs.netLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 211 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- AFLAC5%
- VISION SERVICE PLAN2%
- NEW BENEFITS0%
- USABLE LIFE0%
Broker market share
Schedule A broker compensation
69%top
- SCOTT A. HAFETZ69%
- JANICE R HUSEBO11%
- DANNY LEE5%
- JACOB M KIMSEY4%
- HAFETZ AND ASSOCIATES, LLC3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSAL MENTAL HEALTH SERVICES, INC. 401(K) PLAN
401k
Assets$1.6M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNIVERSAL MENTAL HEALTH SERVICES, INC.
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.3M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSAL MENTAL HEALTH SERVICES, INC. 401(K) PLAN | 401k | $1.6M | 419 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNIVERSAL MENTAL HEALTH SERVICES, INC. | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.3M | 211 | 2025 |
Retirement plans
Welfare plans