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Sponsor portfolioWelfare / HealthEIN 43-0903811
UMB FINANCIAL CORPORATION
928 GRAND BOULEVARD · KANSAS CITY, MO 64106
8168607000
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$7.4M
No prior year
Persons covered
8,118
No prior year
Total participants
5,120
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $2.7M | 30.5% | |
| Other | $2.2M | 25.1% | |
| Life | $1.6M | 17.7% | |
| Long-term disability | $1.1M | 11.8% | |
| Vision | $893K | 10.0% | |
| Health | $440K | 4.9% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135581829 | HDLOth | $5.2M | 70.1% | 1 | 8 | 8,118 |
EIN 131898173 | LTD | $1.1M | 14.4% | 1 | 2 | 4,916 |
EIN 363560825 | V | $893K | 12.1% | 1 | 1 | 3,360 |
EIN 916027719 | Oth | $251K | 3.4% | 1 | 2 | 200 |
EIN 364233459 | $0 | 0.0% | 1 | 1 | 5,054 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, FIRST UNUM LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, GENWORTH LIFE INSURANCE COMPANY | $380K | $62K | $442K | 76.9% | 1 |
| BUKATY COMPANIES | LEAWOOD, KS | METROPOLITAN LIFE INSURANCE COMPANY | $129K | $5K | $133K | 23.1% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan