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Sponsor portfolio

UNITED METHODIST CHILDRENS HOME

EIN 31-4380047-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$4.6M assets
Welfare
1
$1.7M premiums
Participants
383
431 E. BROAD STREET - COLUMBUS, OH 43215614-885-5020
Plans on this EIN
3 filings
#001403b-$2.6M - 121 part#002403b-$2.0M - 113 part#502Fully Insured-$1.7M - 252 lives

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 234 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CREF RETIREMENT PLAN (#001)57%
  • 403(B) TDA PLAN (#002)43%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREF RETIREMENT PLAN (#001)121
  • 403(B) TDA PLAN (#002)113
Total 234Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Life$137K
  • Short-term disability$137K
  • Long-term disability$137K
  • Other$137K
  • Dental$92K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • COMMUNITY INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • DELTA DENTAL OF CALIFORNIA5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MILESTONE BENEFITS AGENCY INC96%
  • NATIONAL BENEFIT CENTER4%
Total $65K2 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 CHILDREN'S HOME TIAA CREF RETIREMENT PLAN

403b

Assets$2.6M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNITED METHODIST CHILDREN'S HOME 403(B) TDA PLAN

403b

Assets$2.0M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UMCF WELFARE BENEFIT PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.7M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED METHODIST CHILDREN'S HOME TIAA CREF RETIREMENT PLAN403b$2.6M1212025
002UNITED METHODIST CHILDREN'S HOME 403(B) TDA PLAN403b$2.0M1132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UMCF WELFARE BENEFIT PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.7M2522025
Retirement plans
Welfare plans
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