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Sponsor portfolio

UMA EDUCATION, INC.

EIN 47-2578950-e-learning-Latest filing 2025
Plans
2
Retirement
1
$55.9M assets
Welfare
1
$2.0M premiums
Participants
6,581
9309 N. FLORIDA AVENUE - TAMPA, FL 33612813-496-7682LinkedIn1001-5000 employeese-learning
Plans on this EIN
2 filings
#001401k-$55.9M - 3,672 part#501Mixed-$2.0M - 2,909 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,909 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Vision$227K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY71%
  • UNITEDHEALTHCARE INSURANCE COMPANY29%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $115K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UMA EDUCATION, INC. 401(K) RETIREMENT PLAN

401k

Assets$55.9M
Participants3,672
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UMA EDUCATION, INC. HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives2,909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UMA EDUCATION, INC. 401(K) RETIREMENT PLAN401k$55.9M3,6722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UMA EDUCATION, INC. HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$2.0M2,9092025
Retirement plans
Welfare plans
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