Civic Intelligence

United Methodist Retirement Communities Inc.

Plan context: Umrc 403(B) Tax Sheltered Annuity Plan

EIN 38-1366908 • Chelsea, MI • 53 filings • 9 plans

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805 W Middle StChelsea, MI 48118
Current Snapshot

Latest Year

2024

2024 Participants

1,389

2024 Assets

$32,152,032

2024 Contributions

$3,913,327

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$32,152,032$16,076,016$0200920172024YearValue
$32,152,032Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,3896950199920122024YearValue
1,389Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202421,389$32,152,032$3,913,327$2,817iApproximate average salary by contribution assumption: employee only about $70,434 at 4% or $46,956 at 6%; with 50% employer match about $46,956 at 4% or $31,304 at 6%; with 100% employer match about $35,217 at 4% or $23,478 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-1,389$32,152,032$3,913,327$2,817iApproximate average salary by contribution assumption: employee only about $70,434 at 4% or $46,956 at 6%; with 50% employer match about $46,956 at 4% or $31,304 at 6%; with 100% employer match about $35,217 at 4% or $23,478 at 6%.
Umrc Health, Group Life, & Disability Plan-912---
202321,344$27,360,562$4,052,342$3,015iApproximate average salary by contribution assumption: employee only about $75,378 at 4% or $50,252 at 6%; with 50% employer match about $50,252 at 4% or $33,502 at 6%; with 100% employer match about $37,689 at 4% or $25,126 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-1,344$27,360,562$4,052,342$3,015iApproximate average salary by contribution assumption: employee only about $75,378 at 4% or $50,252 at 6%; with 50% employer match about $50,252 at 4% or $33,502 at 6%; with 100% employer match about $37,689 at 4% or $25,126 at 6%.
Umrc Health, Group Life, & Disability Plan-780---
202221,216$21,304,002$4,891,687$4,023iApproximate average salary by contribution assumption: employee only about $100,569 at 4% or $67,046 at 6%; with 50% employer match about $67,046 at 4% or $44,697 at 6%; with 100% employer match about $50,285 at 4% or $33,523 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-1,216$21,304,002$4,891,687$4,023iApproximate average salary by contribution assumption: employee only about $100,569 at 4% or $67,046 at 6%; with 50% employer match about $67,046 at 4% or $44,697 at 6%; with 100% employer match about $50,285 at 4% or $33,523 at 6%.
Umrc Health, Group Life, & Disability Plan-820---
202121,215$22,382,866$8,547,373$7,035iApproximate average salary by contribution assumption: employee only about $175,872 at 4% or $117,248 at 6%; with 50% employer match about $117,248 at 4% or $78,165 at 6%; with 100% employer match about $87,936 at 4% or $58,624 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-1,215$22,382,866$8,547,373$7,035iApproximate average salary by contribution assumption: employee only about $175,872 at 4% or $117,248 at 6%; with 50% employer match about $117,248 at 4% or $78,165 at 6%; with 100% employer match about $87,936 at 4% or $58,624 at 6%.
Umrc Health, Group Life, & Disability Plan-560---
20202589$12,596,814$2,863,296$4,861iApproximate average salary by contribution assumption: employee only about $121,532 at 4% or $81,021 at 6%; with 50% employer match about $81,021 at 4% or $54,014 at 6%; with 100% employer match about $60,766 at 4% or $40,511 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-589$12,596,814$2,863,296$4,861iApproximate average salary by contribution assumption: employee only about $121,532 at 4% or $81,021 at 6%; with 50% employer match about $81,021 at 4% or $54,014 at 6%; with 100% employer match about $60,766 at 4% or $40,511 at 6%.
Umrc Health, Group Life, & Disability Plan-534---
20192541$9,885,426$2,037,195$3,766iApproximate average salary by contribution assumption: employee only about $94,140 at 4% or $62,760 at 6%; with 50% employer match about $62,760 at 4% or $41,840 at 6%; with 100% employer match about $47,070 at 4% or $31,380 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-541$9,885,426$2,037,195$3,766iApproximate average salary by contribution assumption: employee only about $94,140 at 4% or $62,760 at 6%; with 50% employer match about $62,760 at 4% or $41,840 at 6%; with 100% employer match about $47,070 at 4% or $31,380 at 6%.
Umrc Health, Group Life, & Disability Plan-261---
20182535$6,821,408$1,904,163$3,559iApproximate average salary by contribution assumption: employee only about $88,980 at 4% or $59,320 at 6%; with 50% employer match about $59,320 at 4% or $39,546 at 6%; with 100% employer match about $44,490 at 4% or $29,660 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-535$6,821,408$1,904,163$3,559iApproximate average salary by contribution assumption: employee only about $88,980 at 4% or $59,320 at 6%; with 50% employer match about $59,320 at 4% or $39,546 at 6%; with 100% employer match about $44,490 at 4% or $29,660 at 6%.
Umrc Health, Group Life, & Disability Plan-360---
20172520$6,208,693$1,485,310$2,856iApproximate average salary by contribution assumption: employee only about $71,409 at 4% or $47,606 at 6%; with 50% employer match about $47,606 at 4% or $31,737 at 6%; with 100% employer match about $35,705 at 4% or $23,803 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-520$6,208,693$1,485,310$2,856iApproximate average salary by contribution assumption: employee only about $71,409 at 4% or $47,606 at 6%; with 50% employer match about $47,606 at 4% or $31,737 at 6%; with 100% employer match about $35,705 at 4% or $23,803 at 6%.
Umrc Health, Group Life, & Disability Plan-239---
20162481$4,548,192$1,240,061$2,578iApproximate average salary by contribution assumption: employee only about $64,452 at 4% or $42,968 at 6%; with 50% employer match about $42,968 at 4% or $28,645 at 6%; with 100% employer match about $32,226 at 4% or $21,484 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-481$4,548,192$1,240,061$2,578iApproximate average salary by contribution assumption: employee only about $64,452 at 4% or $42,968 at 6%; with 50% employer match about $42,968 at 4% or $28,645 at 6%; with 100% employer match about $32,226 at 4% or $21,484 at 6%.
Umrc Health, Group Life, & Disability Plan-282---
20152435$3,457,747$707,912$1,627iApproximate average salary by contribution assumption: employee only about $40,685 at 4% or $27,123 at 6%; with 50% employer match about $27,123 at 4% or $18,082 at 6%; with 100% employer match about $20,342 at 4% or $13,562 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-435$3,457,747$707,912$1,627iApproximate average salary by contribution assumption: employee only about $40,685 at 4% or $27,123 at 6%; with 50% employer match about $27,123 at 4% or $18,082 at 6%; with 100% employer match about $20,342 at 4% or $13,562 at 6%.
Umrc Health, Group Life, & Disability Plan-239---
20142405$3,559,566$555,135$1,371iApproximate average salary by contribution assumption: employee only about $34,268 at 4% or $22,845 at 6%; with 50% employer match about $22,845 at 4% or $15,230 at 6%; with 100% employer match about $17,134 at 4% or $11,423 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-405$3,559,566$555,135$1,371iApproximate average salary by contribution assumption: employee only about $34,268 at 4% or $22,845 at 6%; with 50% employer match about $22,845 at 4% or $15,230 at 6%; with 100% employer match about $17,134 at 4% or $11,423 at 6%.
Umrc Health, Group Life, & Disability Plan-231---
20132373$3,210,793$404,889$1,085iApproximate average salary by contribution assumption: employee only about $27,137 at 4% or $18,092 at 6%; with 50% employer match about $18,092 at 4% or $12,061 at 6%; with 100% employer match about $13,569 at 4% or $9,046 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-373$3,210,793$404,889$1,085iApproximate average salary by contribution assumption: employee only about $27,137 at 4% or $18,092 at 6%; with 50% employer match about $18,092 at 4% or $12,061 at 6%; with 100% employer match about $13,569 at 4% or $9,046 at 6%.
Umrc Health, Group Life, & Disability Plan-218---
20123374$2,657,049$424,179$1,134iApproximate average salary by contribution assumption: employee only about $28,354 at 4% or $18,903 at 6%; with 50% employer match about $18,903 at 4% or $12,602 at 6%; with 100% employer match about $14,177 at 4% or $9,451 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-374$2,657,049$424,179$1,134iApproximate average salary by contribution assumption: employee only about $28,354 at 4% or $18,903 at 6%; with 50% employer match about $18,903 at 4% or $12,602 at 6%; with 100% employer match about $14,177 at 4% or $9,451 at 6%.
Umrc Health, Group Life, & Disability Plan-207---
Umrc Health, Group Life, & Disability Plan-204---
20112368$2,297,265$379,250$1,031iApproximate average salary by contribution assumption: employee only about $25,764 at 4% or $17,176 at 6%; with 50% employer match about $17,176 at 4% or $11,451 at 6%; with 100% employer match about $12,882 at 4% or $8,588 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-368$2,297,265$379,250$1,031iApproximate average salary by contribution assumption: employee only about $25,764 at 4% or $17,176 at 6%; with 50% employer match about $17,176 at 4% or $11,451 at 6%; with 100% employer match about $12,882 at 4% or $8,588 at 6%.
Umrc Health, Group Life, & Disability Plan-198---
20102349$2,489,017$398,433$1,142iApproximate average salary by contribution assumption: employee only about $28,541 at 4% or $19,027 at 6%; with 50% employer match about $19,027 at 4% or $12,685 at 6%; with 100% employer match about $14,271 at 4% or $9,514 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-349$2,489,017$398,433$1,142iApproximate average salary by contribution assumption: employee only about $28,541 at 4% or $19,027 at 6%; with 50% employer match about $19,027 at 4% or $12,685 at 6%; with 100% employer match about $14,271 at 4% or $9,514 at 6%.
Umrc Health, Group Life, & Disability Plan-196---
20093354$2,254,120$387,516$1,095iApproximate average salary by contribution assumption: employee only about $27,367 at 4% or $18,245 at 6%; with 50% employer match about $18,245 at 4% or $12,163 at 6%; with 100% employer match about $13,683 at 4% or $9,122 at 6%.
Umrc 403(B) Tax Sheltered Annuity Plan-354$2,254,120$387,516$1,095iApproximate average salary by contribution assumption: employee only about $27,367 at 4% or $18,245 at 6%; with 50% employer match about $18,245 at 4% or $12,163 at 6%; with 100% employer match about $13,683 at 4% or $9,122 at 6%.
Umrc Health, Group Life, & Disability Plan-201---
Umrc Health, Group Life, & Disability Plan-196---
20082317$0$0-
Umrc 403(B) Tax Sheltered Annuity Plan-0---
Umrc Health, Group Life, & Disability Plan-317---
20072202$0$0-
Umrc 403(B) Tax Sheltered Annuity Plan-0---
Umrc Health, Group Life, & Disability Plan-202---
20062305$0$0-
Umrc 403(B) Tax Sheltered Annuity Plan-0---
Umrc Health, Group Life, & Disability Plan-305---
20052269$0$0-
Umrc 403(B) Tax Sheltered Annuity Plan-0---
Umrc Health, Group Life, & Disability Plan-269---
20042310$0$0-
Umrc 403(B) Tax Sheltered Annuity Plan-0---
Umrc Health, Group Life, & Disability Plan-310---
20032300$0$0-
Umrc 403(B) Tax Sheltered Annuity Plan-0---
Umrc Health, Group Life, & Disability Plan-300---
20022228$0$0-
Umrc Health, Group Life, & Disability Plan-228---
Umrc 403(B) Tax Sheltered Annuity Plan-0---
20012292$0$0-
Umrc Health, Group Life, & Disability Plan-292---
Umrc 403(B) Tax Sheltered Annuity Plan-0---
20002260$0$0-
Umrc Health, Group Life, & Disability Plan-260---
Umrc 403(B) Tax Sheltered Annuity Plan-0---
19991273$0$0-
Umrc Health, Group Life, & Disability Plan-273---