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  2. URM STORES, INC.
Sponsor portfolioTH

URM STORES, INC.

EIN 91-0447070-wholesale-Latest filing 2024
Plans
2
Retirement
1
$58.3M assets
Welfare
1
$905K premiums
Participants
3,525
PO BOX 3365, 7511 N. FREYA STREET - SPOKANE, WA 992178004509-467-2620urmstores.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
2 filings
#002401k-$58.3M - 422 part#501Mixed-$905K - 3,103 lives

Benefits portfolio analytics

1 plan / $905K premiums / 3,103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$905K
  • Short-term disability$905K
  • Long-term disability$905K
  • Other$905K
Total $905K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $905K1 slice

Broker market share

Schedule A broker compensation

Split broker
50%top
  • URM INSURANCE AGENCY50%
  • ACRISURE LLC50%
Total $108K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

URM 401(K) PLAN

401k

Assets$58.3M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

URM AND ROSAUERS WELFARE PROGRAM

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$905K
Covered lives3,103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002URM 401(K) PLAN401k$58.3M4222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501URM AND ROSAUERS WELFARE PROGRAMMixedSYMETRA LIFE INSURANCE COMPANY$905K3,1032024
Retirement plans
Welfare plans
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