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Sponsor portfolioTH

UMC PHYSICIANS

EIN 75-2646477-medical practice-Latest filing 2024
Plans
2
Retirement
1
$35.9M assets
Welfare
1
$632K premiums
Participants
1,074
5219 CITY BANK PARKWAY, SUITE 160 - LUBBOCK, TX 79407806-761-0333pnsonline.netLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$35.9M - 630 part#501Mixed-$632K - 414 lives

Benefits portfolio analytics

1 plan / $632K premiums / 414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$632K
  • Dental$559K
  • Vision$559K
  • Life$559K
  • Short-term disability$559K
  • Long-term disability$559K
Total $632K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • PRINCIPAL LIFE INSURANCE COMPANY88%
  • UNITED HEALTHCARE INSURANCE COMPANY8%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
Total $632K3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • GCG FINANCIAL LLC90%
  • IMS MARKETING, INC.5%
  • HERITAGERM LLC4%
Total $96K3 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

UMC PHYSICIANS 401(K) PLAN

401k

Assets$35.9M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UMC PHYSICIANS HEALTH BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$632K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UMC PHYSICIANS 401(K) PLAN401k$35.9M6302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UMC PHYSICIANS HEALTH BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$632K4142024
Retirement plans
Welfare plans
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