PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Mesa Global
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Mesa Global

EIN 59-6045867-religious institutions-Latest filing 2025
Plans
6
Retirement
1
$10.0M assets
Health & Benefits
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
#001401(k)-$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

Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MESA GLOBAL 401(K) RETIREMENT PLAN

401(k)

Assets$10.0M
Participants294
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

MESA GLOBAL AETNA OVERSEAS

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives247
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

MESA GLOBAL AETNA STATESIDE

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$334K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

MESA GLOBAL LIFE INSURANCE

Fully insured - STANDARD LIFE INSURANCE

Premiums$56K
Covered lives203
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

MESA GLOBAL AETNA FOCUS LEADERSHIP

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$26K
Covered lives6
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

MESA GLOBAL - LONG TERM DISABILITY

Fully insured - STANDARD LIFE INSURANCE

Premiums$3K
Covered lives9
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MESA GLOBAL 401(K) RETIREMENT PLAN401(k)$10.0M2942025
  • MESA GLOBAL 401(K) RETIREMENT PLAN$10.0M
    #001 · 401(k) · 2025294

Health & Benefits plans

5 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • MESA GLOBAL AETNA OVERSEAS$1.3M
    #506 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025247
  • MESA GLOBAL AETNA STATESIDE$334K
    #507 · Mixed · AETNA LIFE INSURANCE COMPANY · 2024100
  • MESA GLOBAL LIFE INSURANCE$56K
    #501 · Fully insured · STANDARD LIFE INSURANCE · 2025203
  • MESA GLOBAL AETNA FOCUS LEADERSHIP$26K
    #505 · Mixed · AETNA LIFE INSURANCE COMPANY · 20246
  • MESA GLOBAL - LONG TERM DISABILITY$3K
    #502 · Fully insured · STANDARD LIFE INSURANCE · 20259
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica