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Sponsor portfolioTH

UNITED METHODIST FAMILY SERVICES

EIN 54-0505969-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$3.1M premiums
Participants
687
3900 WEST BROAD STREET - RICHMOND, VA 23230804-353-4461
Plans on this EIN
2 filings
#002401k-$18.8M - 440 part#502Fully Insured-$3.1M - 247 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$3.0M
  • Vision$3.0M
  • Prescription drug$3.0M
  • Life$131K
  • Short-term disability$131K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • HARTFORD LIFE AND ACCIDENT4%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $75K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. 401(K) PROFIT SHARING

401k

Assets$18.8M
Participants440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNITED METHODIST FAMILY SERVICES OF VIRGINIA

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.1M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. 401(K) PROFIT SHARING401k$18.8M4402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNITED METHODIST FAMILY SERVICES OF VIRGINIAFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.1M2472025
Retirement plans
Welfare plans
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