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  2. UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC.
Sponsor portfolioTH

UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC.

EIN 52-1299563-hospital & health care-Latest filing 2025
Plans
5
Retirement
2
$190.3M assets
Welfare
3
$5.7M premiums
Participants
7,295
250 WEST PRATT STREET, SUITE 901 - BALTIMORE, MD 21201667-214-1112umfpi.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
5 filings
#001MoneyPurchase-$114.2M - 1,801 part#002403b-$76.0M - 1,884 part#521Mewa-$2.9M - 1,123 lives#510Mixed-$2.8M - 2,069 lives#520Mewa-$73K - 988 lives

Retirement portfolio analytics

2 plans aggregated / $190.3M assets / 3,685 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • MONEY PURCHASE PENSION (#001)60%
  • DEFERRED ANNUITY PLAN (#002)40%
Total $190.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#002)1,884
  • MONEY PURCHASE PENSION (#001)1,801
Total 3,685Click row to drill in

Benefits portfolio analytics

3 plans / $5.7M premiums / 4,180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$4.9M
  • Other$2.6M
  • Life$2.1M
  • Short-term disability$2.1M
  • Vision$204K
Total $5.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY52%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • AETNA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN4%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
  • +1 more
Total $5.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • TRIBRIDGE PARTNERS LLC54%
  • WILLIS TOWERS WATSON US LLC27%
  • THE BALDWIN GROUP WEST LLC10%
  • MICHAEL J ZIMMERMAN8%
  • EMPLOYEE BENEFIT SUBJECT MATTER EXP1%
  • +3 more
Total $632K8 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 OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$114.2M
Participants1,801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN

403b

Assets$76.0M
Participants1,884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#521

LTD PLAN OF THE UNIVERSITY OF MARYLAND MEDICAL FACULTY FOUNDATION

Mewa - RELIANCE MATRIX

Premiums$2.9M
Covered lives1,123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

GROUP WELFARE PLAN OF UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC.

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.8M
Covered lives2,069
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

LIFE INSURANCE PLAN OF THE UNIVERSITY OF MARYLAND MEDICAL FACULTY FOUNDATION

Mewa - RELIANCE MATRIX

Premiums$73K
Covered lives988
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. MONEY PURCHASE PENSION PLANMoneyPurchase$114.2M1,8012025
002UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN403b$76.0M1,8842025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
521LTD PLAN OF THE UNIVERSITY OF MARYLAND MEDICAL FACULTY FOUNDATIONMewaRELIANCE MATRIX$2.9M1,1232025
510GROUP WELFARE PLAN OF UNIVERSITY OF MARYLAND FACULTY PHYSICIANS, INC.MixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.8M2,0692025
520LIFE INSURANCE PLAN OF THE UNIVERSITY OF MARYLAND MEDICAL FACULTY FOUNDATIONMewaRELIANCE MATRIX$73K9882025
Retirement plans
Welfare plans
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