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Sponsor portfolioTH

UNITED MIGRANT OPPORTUNITY SERVICES UMOS, INC.

EIN 39-1047172-individual & family services-Latest filing 2025
Plans
4
Retirement
1
$20.0M assets
Welfare
3
$10.6M premiums
Participants
1,884
2701 S. CHASE STREET - MILWAUKEE, WI 532071450414-389-6000LinkedIn1-10 employeesindividual & family services
Plans on this EIN
4 filings
#001401k-$20.0M - 1,218 part#508Fully Insured-$5.6M - 694 lives#501Mixed-$4.5M - 1,242 lives#503Fully Insured-$506K - 747 lives

Benefits portfolio analytics

3 plans / $10.6M premiums / 2,683 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$205K
  • Short-term disability$156K
  • Long-term disability$122K
  • Life$110K
  • Vision$64K
Total $5.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • STANDARD INSURANCE COMPANY13%
  • CARE-PLUS DENTAL PLANS, INC.1%
Total $5.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • NFP INSURANCE SERVICES INC90%
  • TOTALIS BENEFITS6%
  • FORESTER BENEFITS MANAGEMENT LLC4%
Total $170K3 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 MIGRANT OPPORTUNITY SERVICES / UMOS, INC. 401(K) AND RETIREMENT PLAN

401k

Assets$20.0M
Participants1,218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

UNITED MIGRANT OPPORTUNITY SERVICES/UMOS INC WRAP WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF WISCONSIN

Premiums$5.6M
Covered lives694
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

UNITED MIGRANT OPPORTUNITY SERVICES/UMOS INC WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives1,242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UNITED MIGRANT OPPORTUNITY SERVICES/UMOS INC LIFE AND DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$506K
Covered lives747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED MIGRANT OPPORTUNITY SERVICES / UMOS, INC. 401(K) AND RETIREMENT PLAN401k$20.0M1,2182025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
508UNITED MIGRANT OPPORTUNITY SERVICES/UMOS INC WRAP WELFARE BENEFIT PLANFully InsuredBLUE CROSS & BLUE SHIELD OF WISCONSIN$5.6M6942025
501UNITED MIGRANT OPPORTUNITY SERVICES/UMOS INC WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$4.5M1,2422024
503UNITED MIGRANT OPPORTUNITY SERVICES/UMOS INC LIFE AND DISABILITY PLANFully InsuredGUARDIAN$506K7472024
Retirement plans
Welfare plans
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