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Sponsor portfolio

UNIVERSITY MANAGEMENT INC

EIN 64-0657688-Latest filing 2025
Plans
3
Retirement
1
$5.1M assets
Welfare
2
$759K premiums
Participants
985
P O BOX 1368 - COLUMBUS, MS 39703662-327-6982
Plans on this EIN
3 filings
#001401k-$5.1M - 678 part#501Fully Insured-$635K - 173 lives#502Mixed-$124K - 134 lives

Benefits portfolio analytics

2 plans / $759K premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$635K
  • Other$124K
  • Dental$91K
  • Vision$91K
  • Life$91K
Total $759K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • AFLAC4%
Total $759K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • JOSEPH FRANCIS72%
  • ROSS & YERGER INSURANCE INC28%
Total $60K2 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

UNIVERSITY MANAGEMENT, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k

Assets$5.1M
Participants678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI

Premiums$635K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN DENTAL

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$124K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNIVERSITY MANAGEMENT, INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST401k$5.1M6782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MISSISSIPPI$635K1732025
502UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN DENTALMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$124K1342025
Retirement plans
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