Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERSITY OF S.C.
EIN 57-0935917medical practiceLatest filing 2025
Plans
3
Retirement
2
$1.01B assets
Welfare
1
$4.8M premiums
Participants
9,713
1 SOUTH PARK CIRCLE, SUITE SG102 - CHARLESTON, SC 29407843-852-3100LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.01B assets / 7,590 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- MILLIMAN, INC.100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.8M premiums / 2,869 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$2.0M
- Life$1.1M
- Dental$972K
- Short-term disability$545K
- Vision$163K
Carrier market share
Premium dollars by Schedule A carrier
76%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
- DELTA DENTAL OF CALIFORNIA20%
- EYEMED VISION CARE3%
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 RETIREMENT PLAN
ProfitSharing
Assets$847.6M
Participants4,288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UMA SUPPLEMENTAL 403(B) PLAN
403b
Assets$157.6M
Participants3,302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNIVERSITY MEDICAL ASSOCIATES HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$4.8M
Covered lives2,869
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UMA RETIREMENT PLAN | ProfitSharing | $847.6M | 4,288 | 2025 | |
| 002 | UMA SUPPLEMENTAL 403(B) PLAN | 403b | $157.6M | 3,302 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNIVERSITY MEDICAL ASSOCIATES HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4.8M | 2,869 | 2024 |
Retirement plans
Welfare plans