Civic Intelligence

UMC Ten Broeck Inc.

Plan context: UMC Incentive-Based Retirement Plan and Trust Agreement

EIN 59-3167789 • Windermere, FL • 23 filings • 3 plans

9100 Conroy Windermere Road Suite 2Windermere, FL 34786
Current Snapshot

Latest Year

2022

2022 Participants

35

2022 Assets

$2,841,491

2022 Contributions

$41,413

Historical Graphs

Total Assets Over Time

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

$4,609,106$2,304,553$0200120122022YearValue
$2,841,491Latest year 2022

Participants Over Time

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

7943970200120122022YearValue
35Latest year 2022

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
2022135$2,841,491$41,413$1,183iApproximate average salary by contribution assumption: employee only about $29,581 at 4% or $19,720 at 6%; with 50% employer match about $19,720 at 4% or $13,147 at 6%; with 100% employer match about $14,790 at 4% or $9,860 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-35$2,841,491$41,413$1,183iApproximate average salary by contribution assumption: employee only about $29,581 at 4% or $19,720 at 6%; with 50% employer match about $19,720 at 4% or $13,147 at 6%; with 100% employer match about $14,790 at 4% or $9,860 at 6%.
2021144$4,609,106$91,274$2,074iApproximate average salary by contribution assumption: employee only about $51,860 at 4% or $34,573 at 6%; with 50% employer match about $34,573 at 4% or $23,049 at 6%; with 100% employer match about $25,930 at 4% or $17,287 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-44$4,609,106$91,274$2,074iApproximate average salary by contribution assumption: employee only about $51,860 at 4% or $34,573 at 6%; with 50% employer match about $34,573 at 4% or $23,049 at 6%; with 100% employer match about $25,930 at 4% or $17,287 at 6%.
20201181$4,280,293$128,205$708iApproximate average salary by contribution assumption: employee only about $17,708 at 4% or $11,805 at 6%; with 50% employer match about $11,805 at 4% or $7,870 at 6%; with 100% employer match about $8,854 at 4% or $5,903 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-181$4,280,293$128,205$708iApproximate average salary by contribution assumption: employee only about $17,708 at 4% or $11,805 at 6%; with 50% employer match about $11,805 at 4% or $7,870 at 6%; with 100% employer match about $8,854 at 4% or $5,903 at 6%.
20191196$3,265,050$117,646$600iApproximate average salary by contribution assumption: employee only about $15,006 at 4% or $10,004 at 6%; with 50% employer match about $10,004 at 4% or $6,669 at 6%; with 100% employer match about $7,503 at 4% or $5,002 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-196$3,265,050$117,646$600iApproximate average salary by contribution assumption: employee only about $15,006 at 4% or $10,004 at 6%; with 50% employer match about $10,004 at 4% or $6,669 at 6%; with 100% employer match about $7,503 at 4% or $5,002 at 6%.
20181194$2,874,205$111,016$572iApproximate average salary by contribution assumption: employee only about $14,306 at 4% or $9,537 at 6%; with 50% employer match about $9,537 at 4% or $6,358 at 6%; with 100% employer match about $7,153 at 4% or $4,769 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-194$2,874,205$111,016$572iApproximate average salary by contribution assumption: employee only about $14,306 at 4% or $9,537 at 6%; with 50% employer match about $9,537 at 4% or $6,358 at 6%; with 100% employer match about $7,153 at 4% or $4,769 at 6%.
20171221$3,447,378$149,373$676iApproximate average salary by contribution assumption: employee only about $16,897 at 4% or $11,265 at 6%; with 50% employer match about $11,265 at 4% or $7,510 at 6%; with 100% employer match about $8,449 at 4% or $5,632 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-221$3,447,378$149,373$676iApproximate average salary by contribution assumption: employee only about $16,897 at 4% or $11,265 at 6%; with 50% employer match about $11,265 at 4% or $7,510 at 6%; with 100% employer match about $8,449 at 4% or $5,632 at 6%.
20161228$2,999,132$151,076$663iApproximate average salary by contribution assumption: employee only about $16,565 at 4% or $11,044 at 6%; with 50% employer match about $11,044 at 4% or $7,362 at 6%; with 100% employer match about $8,283 at 4% or $5,522 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-228$2,999,132$151,076$663iApproximate average salary by contribution assumption: employee only about $16,565 at 4% or $11,044 at 6%; with 50% employer match about $11,044 at 4% or $7,362 at 6%; with 100% employer match about $8,283 at 4% or $5,522 at 6%.
20151186$3,103,401$169,380$911iApproximate average salary by contribution assumption: employee only about $22,766 at 4% or $15,177 at 6%; with 50% employer match about $15,177 at 4% or $10,118 at 6%; with 100% employer match about $11,383 at 4% or $7,589 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-186$3,103,401$169,380$911iApproximate average salary by contribution assumption: employee only about $22,766 at 4% or $15,177 at 6%; with 50% employer match about $15,177 at 4% or $10,118 at 6%; with 100% employer match about $11,383 at 4% or $7,589 at 6%.
20141182$3,876,015$195,615$1,075iApproximate average salary by contribution assumption: employee only about $26,870 at 4% or $17,913 at 6%; with 50% employer match about $17,913 at 4% or $11,942 at 6%; with 100% employer match about $13,435 at 4% or $8,957 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-182$3,876,015$195,615$1,075iApproximate average salary by contribution assumption: employee only about $26,870 at 4% or $17,913 at 6%; with 50% employer match about $17,913 at 4% or $11,942 at 6%; with 100% employer match about $13,435 at 4% or $8,957 at 6%.
20131201$3,796,869$210,021$1,045iApproximate average salary by contribution assumption: employee only about $26,122 at 4% or $17,415 at 6%; with 50% employer match about $17,415 at 4% or $11,610 at 6%; with 100% employer match about $13,061 at 4% or $8,707 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-201$3,796,869$210,021$1,045iApproximate average salary by contribution assumption: employee only about $26,122 at 4% or $17,415 at 6%; with 50% employer match about $17,415 at 4% or $11,610 at 6%; with 100% employer match about $13,061 at 4% or $8,707 at 6%.
20121145$3,272,193$171,647$1,184iApproximate average salary by contribution assumption: employee only about $29,594 at 4% or $19,730 at 6%; with 50% employer match about $19,730 at 4% or $13,153 at 6%; with 100% employer match about $14,797 at 4% or $9,865 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-145$3,272,193$171,647$1,184iApproximate average salary by contribution assumption: employee only about $29,594 at 4% or $19,730 at 6%; with 50% employer match about $19,730 at 4% or $13,153 at 6%; with 100% employer match about $14,797 at 4% or $9,865 at 6%.
20111131$2,907,012$139,979$1,069iApproximate average salary by contribution assumption: employee only about $26,714 at 4% or $17,809 at 6%; with 50% employer match about $17,809 at 4% or $11,873 at 6%; with 100% employer match about $13,357 at 4% or $8,905 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-131$2,907,012$139,979$1,069iApproximate average salary by contribution assumption: employee only about $26,714 at 4% or $17,809 at 6%; with 50% employer match about $17,809 at 4% or $11,873 at 6%; with 100% employer match about $13,357 at 4% or $8,905 at 6%.
20101158$2,933,591$167,622$1,061iApproximate average salary by contribution assumption: employee only about $26,522 at 4% or $17,682 at 6%; with 50% employer match about $17,682 at 4% or $11,788 at 6%; with 100% employer match about $13,261 at 4% or $8,841 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-158$2,933,591$167,622$1,061iApproximate average salary by contribution assumption: employee only about $26,522 at 4% or $17,682 at 6%; with 50% employer match about $17,682 at 4% or $11,788 at 6%; with 100% employer match about $13,261 at 4% or $8,841 at 6%.
20091131$2,593,884$275,124$2,100iApproximate average salary by contribution assumption: employee only about $52,505 at 4% or $35,003 at 6%; with 50% employer match about $35,003 at 4% or $23,335 at 6%; with 100% employer match about $26,252 at 4% or $17,502 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-131$2,593,884$275,124$2,100iApproximate average salary by contribution assumption: employee only about $52,505 at 4% or $35,003 at 6%; with 50% employer match about $35,003 at 4% or $23,335 at 6%; with 100% employer match about $26,252 at 4% or $17,502 at 6%.
20081768$2,202,017$372,864$486iApproximate average salary by contribution assumption: employee only about $12,138 at 4% or $8,092 at 6%; with 50% employer match about $8,092 at 4% or $5,394 at 6%; with 100% employer match about $6,069 at 4% or $4,046 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-768$2,202,017$372,864$486iApproximate average salary by contribution assumption: employee only about $12,138 at 4% or $8,092 at 6%; with 50% employer match about $8,092 at 4% or $5,394 at 6%; with 100% employer match about $6,069 at 4% or $4,046 at 6%.
20071780$4,221,754$589,883$756iApproximate average salary by contribution assumption: employee only about $18,907 at 4% or $12,604 at 6%; with 50% employer match about $12,604 at 4% or $8,403 at 6%; with 100% employer match about $9,453 at 4% or $6,302 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-780$4,221,754$589,883$756iApproximate average salary by contribution assumption: employee only about $18,907 at 4% or $12,604 at 6%; with 50% employer match about $12,604 at 4% or $8,403 at 6%; with 100% employer match about $9,453 at 4% or $6,302 at 6%.
20061794$3,686,694$588,199$741iApproximate average salary by contribution assumption: employee only about $18,520 at 4% or $12,347 at 6%; with 50% employer match about $12,347 at 4% or $8,231 at 6%; with 100% employer match about $9,260 at 4% or $6,173 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-794$3,686,694$588,199$741iApproximate average salary by contribution assumption: employee only about $18,520 at 4% or $12,347 at 6%; with 50% employer match about $12,347 at 4% or $8,231 at 6%; with 100% employer match about $9,260 at 4% or $6,173 at 6%.
20052595$3,257,073$581,000$976iApproximate average salary by contribution assumption: employee only about $24,412 at 4% or $16,275 at 6%; with 50% employer match about $16,275 at 4% or $10,850 at 6%; with 100% employer match about $12,206 at 4% or $8,137 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-595$3,257,073$581,000$976iApproximate average salary by contribution assumption: employee only about $24,412 at 4% or $16,275 at 6%; with 50% employer match about $16,275 at 4% or $10,850 at 6%; with 100% employer match about $12,206 at 4% or $8,137 at 6%.
TEN BROECK HEALTHCARE EMPLOYEE BENEFIT PLAN-371---
20041360$0$0-
TEN BROECK HEALTHCARE EMPLOYEE BENEFIT PLAN-360---
20031542$2,451,739$404,749$747iApproximate average salary by contribution assumption: employee only about $18,669 at 4% or $12,446 at 6%; with 50% employer match about $12,446 at 4% or $8,297 at 6%; with 100% employer match about $9,335 at 4% or $6,223 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-542$2,451,739$404,749$747iApproximate average salary by contribution assumption: employee only about $18,669 at 4% or $12,446 at 6%; with 50% employer match about $12,446 at 4% or $8,297 at 6%; with 100% employer match about $9,335 at 4% or $6,223 at 6%.
20021511$1,389,642$325,712$637iApproximate average salary by contribution assumption: employee only about $15,935 at 4% or $10,623 at 6%; with 50% employer match about $10,623 at 4% or $7,082 at 6%; with 100% employer match about $7,968 at 4% or $5,312 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-511$1,389,642$325,712$637iApproximate average salary by contribution assumption: employee only about $15,935 at 4% or $10,623 at 6%; with 50% employer match about $10,623 at 4% or $7,082 at 6%; with 100% employer match about $7,968 at 4% or $5,312 at 6%.
20011478$1,487,485$327,828$686iApproximate average salary by contribution assumption: employee only about $17,146 at 4% or $11,431 at 6%; with 50% employer match about $11,431 at 4% or $7,620 at 6%; with 100% employer match about $8,573 at 4% or $5,715 at 6%.
UMC Incentive-Based Retirement Plan and Trust Agreement-478$1,487,485$327,828$686iApproximate average salary by contribution assumption: employee only about $17,146 at 4% or $11,431 at 6%; with 50% employer match about $11,431 at 4% or $7,620 at 6%; with 100% employer match about $8,573 at 4% or $5,715 at 6%.