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Sponsor portfolio

UMGC VENTURES, INC.

EIN 81-2898004-higher education-Latest filing 2025
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$464K premiums
Participants
355
7315 WISCONSIN AVENUE, SUITE 400 - BETHESDA, MD 20814301-990-7898umucventures.orgLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#001401k-$20.4M - 177 part#501Mixed-$464K - 441 lives

Benefits portfolio analytics

1 plan / $464K premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$219K
  • Other$97K
  • Life$65K
  • Long-term disability$58K
  • Short-term disability$48K
  • Vision$42K
Total $464K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY47%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
  • EYEMED VISION CARE9%
  • JANUS ASSOCIATES, INC. DBA BHS1%
Total $464K4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • TRIBRIDGE PARTNERS LLC73%
  • ARMFIELD HARRISON & THOMAS22%
  • THE BALDWIN GROUP WEST LLC6%
Total $65K3 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

UMGC VENTURES, INC. 401(K) PLAN

401k

Assets$20.4M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UMGC VENTURES, INC. EMPLOYEE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$464K
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UMGC VENTURES, INC. 401(K) PLAN401k$20.4M1772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UMGC VENTURES, INC. EMPLOYEE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$464K4412024
Retirement plans
Welfare plans
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