PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UNIVERSITY OF MINNESOTA PHYSICIANS
Sponsor portfolioTH

UNIVERSITY OF MINNESOTA PHYSICIANS

EIN 41-1843943-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$1.11B assets
Welfare
1
$5.0M premiums
Participants
9,687
720 WASHINGTON AVENUE, SUITE 200 - MINNEAPOLIS, MN 55414612-884-0600umphysicians.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$1.11B - 6,102 part#520Mixed-$5.0M - 8,424 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 8,424 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.6M
  • Life$4.3M
  • Long-term disability$4.3M
  • Vision$348K
Total $5.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA91%
  • VISION SERVICE PLAN7%
  • LEGALPLANS, USA2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $5.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $172K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN

401k

Assets$1.11B
Participants6,102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

UNIVERSITY OF MINNESOTA PHYSICIANS HEALTH AND WELFARE WRAP BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$5.0M
Covered lives8,424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY OF MINNESOTA PHYSICIANS RETIREMENT SAVINGS AND 401(K) PLAN401k$1.11B6,1022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520UNIVERSITY OF MINNESOTA PHYSICIANS HEALTH AND WELFARE WRAP BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$5.0M8,4242025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica