UMR
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served28+10 YoYRank #649 of mapped providers
Assets under administration$42.1B0.0%Market share · rank #921
Fees received$4MMedian $30,879/planSum across Schedule C direct + indirect
Net wins YoY+66 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical UMR plan look like?
Service mix · median fees per plan
Count of plans where UMR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Direct payment from the plan; Contract AdministratorCode 13 | 19 | $31,169 | |
Plan Administrator; Direct payment from the planCode 14 | 7 | $26,223 | |
Direct payment from the plan; Claims processing; Float revenue; Other feesCode 12 | 2 | $1,023,744 |
Competitor overlap
Percent of UMR's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under UMR.
| Sponsor | From | Assets |
|---|---|---|
PLUMBERS & STEAMFITTERS LOCAL 137 PENSION FUND BOARD OF TRUSTEESIL · 366136791-001 | MARQUETTE ASSOCIATES | $147M |
BOARD OF TRUSTEES, IBEW LOCAL NO. 725IN · 351860603-001 | HEALTHSCOPE BENEFITS | $115M |
IBEW LOCAL UNION 668IN · 311252733-002 | HEALTHSCOPE BENEFITS | $85M |
PLUMBERS & STEAMFITTERS LOCAL 137-353 ANNUITY FUND BOARD OF TRUSTEESIL · 812451497-002 | HEALTHSCOPE BENEFITS | $15M |
BOARD OF TRUSTEES, BRICKLAYERS LOCAL NO. 55 PENSION PLANIN · 316126985-001 | HEALTHSCOPE BENEFITS | $11M |
BOARD OF TRUSTEES ROOFERS LOCAL NO. 75 PENSION FUNDIN · 311010072-001 | HEALTHSCOPE BENEFITS | $8M |
Plans lost in 2024
Appeared last year under UMR; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $619,566 | 3y | - |
ABBOTT LABORATORIESIL · 360698440-333 | $8.6B | 30,365 | $2M | 10y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002 | $4.0B | 15,169 | $207,751 | 10y | - |
TRUSTEES UNDER IBEW 150 SUPPLEMENTAL PENSION FUNDKY · 364446184-002 | $311M | 1,372 | $19,810 | 1y | - |
TRUSTEES UNDER IBEW LOCAL 150 PENSION FUNDKY · 366140629-001 | $273M | 1,761 | $42,209 | 1y | - |
TRUSTEES OF 1199 SEIU REGIONAL PENSION FUNDNY · 161112391-001 | $232M | 13,121 | $22,200 | 10y | - |
BOARD OF TRUSTEES BRICKLAYERS OF INDIANA RETIREMENT PLANIN · 356267233-001 | $176M | 2,476 | $163,045 | 2y | - |
PLUMBERS & STEAMFITTERS LOCAL 137 PENSION FUND BOARD OF TRUSTEESIL · 366136791-001 | $150M | 1,326 | $73,508 | 2y | - |
BOARD OF TRUSTEES, IBEW LOCAL NO. 725IN · 351860603-001 | $128M | 1,561 | $38,479 | 2y | - |
IBEW LOCAL UNION 668IN · 311252733-002 | $96M | 1,321 | $23,400 | 2y | - |
Flag exposure
78.6%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (18)
Raw Schedule C names collapsed into UMR.
- OPTUM
- OPTUM RX, INC.
- OPTUMRX
- OPTUMRX, INC.
- SEIU UNITED HEALTHCARE WORKERS EAST
- UMR
- UMR, INC.
- UNITED HEALTH CARE / UMR
- UNITED HEALTHCARE
- UNITED HEALTHCARE INS CO
- UNITED HEALTHCARE INSURANCE
- UNITED HEALTHCARE INSURANCE COMPANY
- UNITED HEALTHCARE SERVICES
- UNITED HEALTHCARE SERVICES INC
- UNITED HEALTHCARE SERVICES, INC
- UNITED HEALTHCARE SERVICES, INC.
- UNITEDHEALTHCARE INSURANCE CO
- UNITEDHEALTHCARE INSURANCE COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for UMR's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 3.57% | 1.71% | +1.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with UMR. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).