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  2. UMH MANAGEMENT SERVICES CORP.
Sponsor portfolio

UMH MANAGEMENT SERVICES CORP.

EIN 16-1486032-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$577K premiums
Participants
1,535
10 ACRE PLACE - BINGHAMTON, NY 139042715607-775-6400
Plans on this EIN
2 filings
#001403b-$22.0M - 837 part#530Mixed-$577K - 357 lives

Benefits portfolio analytics

1 plan / $577K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$427K
  • Other$130K
  • Life$105K
  • Long-term disability$105K
  • Vision$20K
Total $577K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITED STATES FIRE INSURANCE COMPANY74%
  • AFLAC18%
  • VISION SERVICE PLAN3%
  • FIST STOP HEALTH, LLC2%
  • EMPLOYEE NETWORK, INC.2%
Total $577K5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • LOCKTON COMPANIES, LLC69%
  • AP BENEFIT ADVISORS, LLC31%
Total $15K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNITED METHODIST HOMES 403 B PLAN

403b

Assets$22.0M
Participants837
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

UMH MANAGEMENT SERVICES CORP. WELFARE PLAN

Mixed - CRUM & FORSTER

Premiums$577K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED METHODIST HOMES 403 B PLAN403b$22.0M8372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
530UMH MANAGEMENT SERVICES CORP. WELFARE PLANMixedCRUM & FORSTER$577K3572025
Retirement plans
Welfare plans
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