Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH
EIN 62-1162462Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$49.3M assets
Welfare
1
$994K premiums
Participants
1,580
1407 UNION AVE, SUITE 700 - MEMPHIS, TN 38104901-866-8102
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $49.3M assets / 1,221 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $994K premiums / 899 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$994K
- Life$914K
- Short-term disability$914K
- Long-term disability$914K
- Dental$859K
- Vision$859K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- METROPOLITAN LIFE INSURANCE COMPANY94%
- HARTFORD LIFE AND ACCIDENT6%
Broker market share
Schedule A broker compensation
51%top
- ART HAUSER INSURANCE INC51%
- CENTRO BENEFITS RESEARCH LLC37%
- ACCRETIVE ENROLLMENT SERVICES LLC5%
- HAUSER INC3%
- ASSUREDPARTNERS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN
ProfitSharing
Assets$34.5M
Participants691
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
UNIVERSITY CLINICAL HEALTH 403(B) PLAN
403b
Assets$14.8M
Participants530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
UNIVERSITY CLINICAL HEALTH WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$994K
Covered lives899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN | ProfitSharing | $34.5M | 691 | 2024 | |
| 005 | UNIVERSITY CLINICAL HEALTH 403(B) PLAN | 403b | $14.8M | 530 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | UNIVERSITY CLINICAL HEALTH WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $994K | 899 | 2024 |
Retirement plans
Welfare plans