Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$463K
- Other$283K
- Life$258K
- Long-term disability$238K
- Vision$72K
Sponsor portfolioTH
UNITED METHODIST RETIREMENT COMMUNITIES, INC.
EIN 38-1366908hospital & health careLatest filing 2024
Plans
2
Retirement
1
$32.2M assets
Welfare
1
$1.1M premiums
Participants
2,467
805 W MIDDLE ST - CHELSEA, MI 48118734-433-1000umrc.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 1,180 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- STANDARD INSURANCE COMPANY91%
- BLUE CROSS OF CALIFORNIA6%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
93%top
- LOCKTON COMPANIES, LLC93%
- BROOKE RUNNION7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRIO LIVING SERVICES 403(B) PLAN
403b
Assets$32.2M
Participants1,554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UMRC HEALTH AND WELFARE PLAN
Mewa - STANDARD INSURANCE COMPANY
Premiums$1.1M
Covered lives1,180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIO LIVING SERVICES 403(B) PLAN | 403b | $32.2M | 1,554 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UMRC HEALTH AND WELFARE PLAN | Mewa | STANDARD INSURANCE COMPANY | $1.1M | 1,180 | 2024 |
Retirement plans
Welfare plans