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Sponsor portfolioTH

UAB MEDICINE ENTERPRISE

EIN 63-1182994-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$122.3M assets
Welfare
1
$1.2M premiums
Participants
1,687
15 20TH ST. SOUTH - BIRMINGHAM, AL 35233205-996-4392
Plans on this EIN
2 filings
#001403b-$122.3M - 967 part#501Mixed-$1.2M - 703 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Vision$110K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • VISION SERVICE PLAN9%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MARSH & MCLENNAN AGENCY LLC84%
  • GALLAGHER BENEFIT SERVICES, INC.13%
  • LOCKTON COMPANIES, LLC4%
Total $169K3 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

UAB MEDICINE ENTERPRISE 403(B) RETIREMENT PLAN

403b

Assets$122.3M
Participants967
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UAB MEDICINE ENTERPRISE FLEXIBLE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.2M
Covered lives703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UAB MEDICINE ENTERPRISE 403(B) RETIREMENT PLAN403b$122.3M9672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UAB MEDICINE ENTERPRISE FLEXIBLE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.2M7032025
Retirement plans
Welfare plans
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