Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolioTH
UMB FINANCIAL CORPORATION
EIN 43-0903811bankingLatest filing 2024
Plans
3
Retirement
2
$789.0M assets
Welfare
1
$4.8M premiums
Participants
11,860
928 GRAND BOULEVARD - KANSAS CITY, MO 64106816-860-7000umbfinancial.comLinkedIn1001-5000 employeesbanking
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $789.0M assets / 8,160 participantsParticipants by plan
Active + retired + deferred vested
- ESOP OF UMB (#004)3,402
Benefits portfolio analytics
1 plan / $4.8M premiums / 5,805 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.9M
- Other$1.5M
- Life$968K
- Long-term disability$751K
- Vision$594K
- Health$1K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- METROPOLITAN LIFE INSURANCE COMPANY67%
- UNUM LIFE INSURANCE COMPANY OF AMERICA16%
- VISION SERVICE PLAN12%
- GENWORTH LIFE INSURANCE COMPANY5%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
93%top
- LOCKTON COMPANIES, LLC93%
- BUKATY COMPANIES7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UMB PROFIT SHARING AND 401(K) SAVINGS PLAN
401k
Assets$717.6M
Participants4,758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
ESOP OF UMB
ESOP
Assets$71.4M
Participants3,402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UMB FINANCIAL CORP. HEALTHCARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.8M
Covered lives5,805
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UMB PROFIT SHARING AND 401(K) SAVINGS PLAN | 401k | $717.6M | 4,758 | 2024 | |
| 004 | ESOP OF UMB | ESOP | $71.4M | 3,402 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UMB FINANCIAL CORP. HEALTHCARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $4.8M | 5,805 | 2024 |
Retirement plans
Welfare plans