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  2. UNIVERSITY MEDICAL PARTNERS, INC.
Sponsor portfolio

UNIVERSITY MEDICAL PARTNERS, INC.

EIN 47-5149853-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$152.6M assets
Welfare
2
$1.6M premiums
Participants
846
7999 GATEWAY BOULEVARD, SUITE 200 - NEWARK, CA 94560510-662-3489universitymedicalpartners.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$152.6M - 441 part#501Mixed-$1.6M - 398 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.5M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Vision$76K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA80%
  • COMBINED INSURANCE COMPANY OF AMERICA14%
  • VISION SERVICE PLAN5%
  • HALCYON BEHAVIORAL, LLC1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • VITA INSURANCE ASSOCIATES, INC.78%
  • LONG TERM CARE SOLUTIONS, INC.22%
Total $164K2 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

UNIVERSITY MEDICAL PARTNERS, INC. 401(K) PLAN

401k

Assets$152.6M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE UNIVERSITY MEDICAL PARTNERS, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNIVERSITY MEDICAL PARTNERS, INC. PRE-TAX FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY MEDICAL PARTNERS, INC. 401(K) PLAN401k$152.6M4412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE UNIVERSITY MEDICAL PARTNERS, INC. EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.6M3982025
502UNIVERSITY MEDICAL PARTNERS, INC. PRE-TAX FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
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