Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$81K
- Dental$57K
- Life$57K
- Long-term disability$57K
- Short-term disability$24K
- Vision$10K
Sponsor portfolioTH
WESBURY UNITED METHODIST COMMUNITY
EIN 25-0425760hospital & health careLatest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$90K premiums
Participants
802
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $90K premiums / 322 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
- AFLAC26%
- LIFE INSURANCE COMPANY OF NORTH AMERICA11%
Broker market share
Schedule A broker compensation
62%top
- ASSUREDPARTNERS62%
- USI INSURANCE SERVICES LLC23%
- KARGES BENEFITS CONSULT GROUP LLC6%
- LISA M BECK3%
- THE BERT COMPANY2%
- +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#002
WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN
403b
Assets$11.5M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WESBURY UNITED METHODIST RETIREMENT COMMUNITY HEALTH & WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$90K
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN | 403b | $11.5M | 480 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WESBURY UNITED METHODIST RETIREMENT COMMUNITY HEALTH & WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $90K | 322 | 2025 |
Retirement plans
Welfare plans