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MESA GLOBAL

EIN 59-6045867-religious institutions-Latest filing 2025
Plans
6
Retirement
1
$10.0M assets
Welfare
5
$1.7M premiums
Participants
855
205 REGENCY EXECUTIVE PARK DRIVE, STE 430 - CHARLOTTE, NC 28217800-825-5896uwm.orgLinkedIn201-500 employeesreligious institutions
Plans on this EIN
6 filings
#001401k-$10.0M - 294 part#506Mixed-$1.3M - 247 lives#507Mixed-$334K - 100 lives#501Fully Insured-$56K - 203 lives#505Mixed-$26K - 6 lives#502Fully Insured-$3K - 9 lives

Benefits portfolio analytics

5 plans / $1.7M premiums / 565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Life$56K
  • Long-term disability$3K
Total $1.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • THE STANDARD4%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • NFP INSURANCE SERVICES INC93%
  • MCGRIFF INSURANCE SERVICES INC5%
  • MARSH & MCLENNAN AGENCY LLC2%
Total $85K3 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

MESA GLOBAL 401(K) RETIREMENT PLAN

401k

Assets$10.0M
Participants294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MESA GLOBAL AETNA OVERSEAS

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

MESA GLOBAL AETNA STATESIDE

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$334K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MESA GLOBAL LIFE INSURANCE

Fully Insured - STANDARD LIFE INSURANCE

Premiums$56K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MESA GLOBAL AETNA FOCUS LEADERSHIP

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$26K
Covered lives6
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MESA GLOBAL - LONG TERM DISABILITY

Fully Insured - STANDARD LIFE INSURANCE

Premiums$3K
Covered lives9
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MESA GLOBAL 401(K) RETIREMENT PLAN401k$10.0M2942025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MESA GLOBAL AETNA OVERSEASMixedAETNA LIFE INSURANCE COMPANY$1.3M2472025
507MESA GLOBAL AETNA STATESIDEMixedAETNA LIFE INSURANCE COMPANY$334K1002024
501MESA GLOBAL LIFE INSURANCEFully InsuredSTANDARD LIFE INSURANCE$56K2032025
505MESA GLOBAL AETNA FOCUS LEADERSHIPMixedAETNA LIFE INSURANCE COMPANY$26K62024
502MESA GLOBAL - LONG TERM DISABILITYFully InsuredSTANDARD LIFE INSURANCE$3K92025
Retirement plans
Welfare plans
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