PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION
Sponsor portfolioTH

UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION

EIN 52-1362793-hospital & health care-Latest filing 2025
Plans
9
Retirement
8
$2.30B assets
Welfare
1
$14.2M premiums
Participants
81,425
250 WEST PRATT STREET,STE 2400 - BALTIMORE, MD 21201443-462-5365dimensionshealth.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
9 filings
#004403b-$793.4M - 10,604 part#005403b-$730.5M - 30,235 part#001ProfitSharing-$515.4M - 9,651 part#006CashBalance-$156.6M - 4,571 part#008403b-$77.4M - 2,852 part#009CashBalance-$14.4M - 0 part#012401k-$7.7M - 1,161 part#007CashBalance-$6.5M - 84 part#501Mixed-$14.2M - 22,193 lives

Retirement portfolio analytics

8 plans aggregated / $2.30B assets / 59,158 participants

Assets by plan

Share of aggregate retirement assets

34%top
  • UMMS VOLUNTARY 403(B) (#004)34%
  • 403(B) RETIREMENT Savings (#005)32%
  • DEFINED CONTRIBUTION PLAN (#001)22%
  • SYSTEM CORPORATION PENSION (#006)7%
  • HEALTH RETIREMENT Savings (#008)3%
  • +3 more
Total $2.30BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • (Not disclosed)77%
  • GREAT-WEST LIFE & ANNUITY INSURANCE23%
Total $2.30BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#005)30,235
  • UMMS VOLUNTARY 403(B) (#004)10,604
  • DEFINED CONTRIBUTION PLAN (#001)9,651
  • SYSTEM CORPORATION PENSION (#006)4,571
  • HEALTH RETIREMENT Savings (#008)2,852
  • FOR UNION EMPLOYEES (#012)1,161
  • +1 more
Total 59,158Click row to drill in

Benefits portfolio analytics

1 plan / $14.2M premiums / 22,193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.6M
  • Life$7.3M
  • Long-term disability$6.4M
  • Health$139K
  • Prescription drug$139K
  • Short-term disability$8K
Total $14.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • RELIASTAR LIFE INSURANCE COMPANY51%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $14.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • KELLY & ASSOCIATES INSURANCE GROUP71%
  • HUB INTERNATIONAL MIDWEST LIMITED29%
Total $604K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

UMMS VOLUNTARY 403(B) PLAN

403b

Assets$793.4M
Participants10,604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$730.5M
Participants30,235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$515.4M
Participants9,651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLAN

CashBalance

Assets$156.6M
Participants4,571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN

403b

Assets$77.4M
Participants2,852
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

DIMENSIONS HEALTH CORPORATION PENSION PLAN B

CashBalance

Assets$14.4M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS 401(K) PROFIT SHARING PLAN FOR UNION EMPLOYEES

401k

Assets$7.7M
Participants1,161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

DIMENSIONS HEALTH CORPORATION PENSION PLAN

CashBalance

Assets$6.5M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF MARYLAND MEDICAL SYSTEM EMPLOYEE GROUP WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$14.2M
Covered lives22,193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans8

Plan #NameTypeAssetsParticipantsLatest year
004UMMS VOLUNTARY 403(B) PLAN403b$793.4M10,6042024
005UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN403b$730.5M30,2352024
001UNIVERSITY OF MARYLAND MEDICAL SYSTEM 401(A) DEFINED CONTRIBUTION PLANProfitSharing$515.4M9,6512024
006UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION PENSION PLANCashBalance$156.6M4,5712025
008UNIVERSITY OF MARYLAND CAPITAL REGION HEALTH RETIREMENT SAVINGS PLAN403b$77.4M2,8522024
009DIMENSIONS HEALTH CORPORATION PENSION PLAN BCashBalance$14.4M02024
012UNIVERSITY OF MARYLAND MEDICAL CENTER MIDTOWN CAMPUS 401(K) PROFIT SHARING PLAN FOR UNION EMPLOYEES401k$7.7M1,1612024
007DIMENSIONS HEALTH CORPORATION PENSION PLANCashBalance$6.5M842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF MARYLAND MEDICAL SYSTEM EMPLOYEE GROUP WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$14.2M22,1932025
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