University Medical Group
Plan context: Umg 401K Jointly Funded Retirement Plan
EIN 93-0608012 • Portland, OR • 37 filings • 8 plans
Current Snapshot
Latest Year
2020
2020 Participants
172
2020 Assets
$24,276,436
2020 Contributions
$1,645,367
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 2 | 0 | $0 | $1,645,367 | - |
| University Medical Group Health & Welfare Plan | - | 0 | - | - | - |
| Umg 401K Jointly Funded Retirement Plan | - | 0 | - | $1,645,367 | - |
| 2019 | 2 | 172 | $24,276,436 | $1,690,986 | $9,831iApproximate average salary by contribution assumption: employee only about $245,783 at 4% or $163,855 at 6%; with 50% employer match about $163,855 at 4% or $109,237 at 6%; with 100% employer match about $122,891 at 4% or $81,928 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 167 | $24,276,436 | $1,690,986 | $10,126iApproximate average salary by contribution assumption: employee only about $253,142 at 4% or $168,761 at 6%; with 50% employer match about $168,761 at 4% or $112,507 at 6%; with 100% employer match about $126,571 at 4% or $84,381 at 6%. |
| University Medical Group Health & Welfare Plan | - | 172 | - | - | - |
| 2018 | 2 | 161 | $19,797,004 | $1,646,932 | $10,229iApproximate average salary by contribution assumption: employee only about $255,735 at 4% or $170,490 at 6%; with 50% employer match about $170,490 at 4% or $113,660 at 6%; with 100% employer match about $127,867 at 4% or $85,245 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 156 | $19,797,004 | $1,646,932 | $10,557iApproximate average salary by contribution assumption: employee only about $263,931 at 4% or $175,954 at 6%; with 50% employer match about $175,954 at 4% or $117,303 at 6%; with 100% employer match about $131,966 at 4% or $87,977 at 6%. |
| University Medical Group Health & Welfare Plan | - | 161 | - | - | - |
| 2017 | 2 | 160 | $21,704,237 | $1,643,880 | $10,274iApproximate average salary by contribution assumption: employee only about $256,856 at 4% or $171,238 at 6%; with 50% employer match about $171,238 at 4% or $114,158 at 6%; with 100% employer match about $128,428 at 4% or $85,619 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 149 | $21,704,237 | $1,643,880 | $11,033iApproximate average salary by contribution assumption: employee only about $275,819 at 4% or $183,879 at 6%; with 50% employer match about $183,879 at 4% or $122,586 at 6%; with 100% employer match about $137,909 at 4% or $91,940 at 6%. |
| University Medical Group Health & Welfare Plan | - | 160 | - | - | - |
| 2016 | 2 | 145 | $18,081,946 | $1,383,498 | $9,541iApproximate average salary by contribution assumption: employee only about $238,534 at 4% or $159,023 at 6%; with 50% employer match about $159,023 at 4% or $106,015 at 6%; with 100% employer match about $119,267 at 4% or $79,511 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 130 | $18,081,946 | $1,383,498 | $10,642iApproximate average salary by contribution assumption: employee only about $266,057 at 4% or $177,372 at 6%; with 50% employer match about $177,372 at 4% or $118,248 at 6%; with 100% employer match about $133,029 at 4% or $88,686 at 6%. |
| University Medical Group Health & Welfare Plan | - | 145 | - | - | - |
| 2015 | 2 | 139 | $16,418,477 | $1,234,319 | $8,880iApproximate average salary by contribution assumption: employee only about $222,000 at 4% or $148,000 at 6%; with 50% employer match about $148,000 at 4% or $98,667 at 6%; with 100% employer match about $111,000 at 4% or $74,000 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 138 | $16,418,477 | $1,234,319 | $8,944iApproximate average salary by contribution assumption: employee only about $223,609 at 4% or $149,072 at 6%; with 50% employer match about $149,072 at 4% or $99,382 at 6%; with 100% employer match about $111,804 at 4% or $74,536 at 6%. |
| University Medical Group Health & Welfare Plan | - | 139 | - | - | - |
| 2014 | 2 | 141 | $16,813,690 | $1,364,667 | $9,678iApproximate average salary by contribution assumption: employee only about $241,962 at 4% or $161,308 at 6%; with 50% employer match about $161,308 at 4% or $107,539 at 6%; with 100% employer match about $120,981 at 4% or $80,654 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 127 | $16,813,690 | $1,364,667 | $10,745iApproximate average salary by contribution assumption: employee only about $268,635 at 4% or $179,090 at 6%; with 50% employer match about $179,090 at 4% or $119,393 at 6%; with 100% employer match about $134,318 at 4% or $89,545 at 6%. |
| University Medical Group Health & Welfare Plan | - | 141 | - | - | - |
| 2013 | 2 | 141 | $15,478,750 | $1,225,730 | $8,693iApproximate average salary by contribution assumption: employee only about $217,328 at 4% or $144,885 at 6%; with 50% employer match about $144,885 at 4% or $96,590 at 6%; with 100% employer match about $108,664 at 4% or $72,443 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 134 | $15,478,750 | $1,225,730 | $9,147iApproximate average salary by contribution assumption: employee only about $228,681 at 4% or $152,454 at 6%; with 50% employer match about $152,454 at 4% or $101,636 at 6%; with 100% employer match about $114,340 at 4% or $76,227 at 6%. |
| University Medical Group Health & Welfare Plan | - | 141 | - | - | - |
| 2012 | 2 | 144 | $12,537,065 | $1,278,588 | $8,879iApproximate average salary by contribution assumption: employee only about $221,977 at 4% or $147,985 at 6%; with 50% employer match about $147,985 at 4% or $98,656 at 6%; with 100% employer match about $110,989 at 4% or $73,992 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 144 | $12,537,065 | $1,278,588 | $8,879iApproximate average salary by contribution assumption: employee only about $221,977 at 4% or $147,985 at 6%; with 50% employer match about $147,985 at 4% or $98,656 at 6%; with 100% employer match about $110,989 at 4% or $73,992 at 6%. |
| University Medical Group Health & Welfare Plan | - | 143 | - | - | - |
| 2011 | 2 | 170 | $11,034,517 | $1,409,762 | $8,293iApproximate average salary by contribution assumption: employee only about $207,318 at 4% or $138,212 at 6%; with 50% employer match about $138,212 at 4% or $92,141 at 6%; with 100% employer match about $103,659 at 4% or $69,106 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 167 | $11,034,517 | $1,409,762 | $8,442iApproximate average salary by contribution assumption: employee only about $211,042 at 4% or $140,695 at 6%; with 50% employer match about $140,695 at 4% or $93,797 at 6%; with 100% employer match about $105,521 at 4% or $70,347 at 6%. |
| University Medical Group Health & Welfare Plan | - | 170 | - | - | - |
| 2010 | 2 | 176 | $10,821,206 | $1,331,104 | $7,563iApproximate average salary by contribution assumption: employee only about $189,077 at 4% or $126,052 at 6%; with 50% employer match about $126,052 at 4% or $84,034 at 6%; with 100% employer match about $94,539 at 4% or $63,026 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 175 | $10,821,206 | $1,331,104 | $7,606iApproximate average salary by contribution assumption: employee only about $190,158 at 4% or $126,772 at 6%; with 50% employer match about $126,772 at 4% or $84,515 at 6%; with 100% employer match about $95,079 at 4% or $63,386 at 6%. |
| University Medical Group Health & Welfare Plan | - | 176 | - | - | - |
| 2009 | 2 | 176 | $9,427,935 | $1,344,517 | $7,639iApproximate average salary by contribution assumption: employee only about $190,983 at 4% or $127,322 at 6%; with 50% employer match about $127,322 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,661 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 155 | $9,427,935 | $1,344,517 | $8,674iApproximate average salary by contribution assumption: employee only about $216,858 at 4% or $144,572 at 6%; with 50% employer match about $144,572 at 4% or $96,381 at 6%; with 100% employer match about $108,429 at 4% or $72,286 at 6%. |
| University Medical Group Health & Welfare Plan | - | 176 | - | - | - |
| 2008 | 1 | 157 | $6,588,306 | $1,194,719 | $7,610iApproximate average salary by contribution assumption: employee only about $190,242 at 4% or $126,828 at 6%; with 50% employer match about $126,828 at 4% or $84,552 at 6%; with 100% employer match about $95,121 at 4% or $63,414 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 157 | $6,588,306 | $1,194,719 | $7,610iApproximate average salary by contribution assumption: employee only about $190,242 at 4% or $126,828 at 6%; with 50% employer match about $126,828 at 4% or $84,552 at 6%; with 100% employer match about $95,121 at 4% or $63,414 at 6%. |
| 2007 | 1 | 149 | $7,977,652 | $646,600 | $4,340iApproximate average salary by contribution assumption: employee only about $108,490 at 4% or $72,327 at 6%; with 50% employer match about $72,327 at 4% or $48,218 at 6%; with 100% employer match about $54,245 at 4% or $36,163 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 149 | $7,977,652 | $646,600 | $4,340iApproximate average salary by contribution assumption: employee only about $108,490 at 4% or $72,327 at 6%; with 50% employer match about $72,327 at 4% or $48,218 at 6%; with 100% employer match about $54,245 at 4% or $36,163 at 6%. |
| 2006 | 1 | 140 | $6,829,021 | $919,312 | $6,567iApproximate average salary by contribution assumption: employee only about $164,163 at 4% or $109,442 at 6%; with 50% employer match about $109,442 at 4% or $72,961 at 6%; with 100% employer match about $82,081 at 4% or $54,721 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 140 | $6,829,021 | $919,312 | $6,567iApproximate average salary by contribution assumption: employee only about $164,163 at 4% or $109,442 at 6%; with 50% employer match about $109,442 at 4% or $72,961 at 6%; with 100% employer match about $82,081 at 4% or $54,721 at 6%. |
| 2005 | 1 | 135 | $5,797,284 | $878,255 | $6,506iApproximate average salary by contribution assumption: employee only about $162,640 at 4% or $108,427 at 6%; with 50% employer match about $108,427 at 4% or $72,284 at 6%; with 100% employer match about $81,320 at 4% or $54,213 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 135 | $5,797,284 | $878,255 | $6,506iApproximate average salary by contribution assumption: employee only about $162,640 at 4% or $108,427 at 6%; with 50% employer match about $108,427 at 4% or $72,284 at 6%; with 100% employer match about $81,320 at 4% or $54,213 at 6%. |
| 2004 | 1 | 121 | $4,829,371 | $750,406 | $6,202iApproximate average salary by contribution assumption: employee only about $155,043 at 4% or $103,362 at 6%; with 50% employer match about $103,362 at 4% or $68,908 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 121 | $4,829,371 | $750,406 | $6,202iApproximate average salary by contribution assumption: employee only about $155,043 at 4% or $103,362 at 6%; with 50% employer match about $103,362 at 4% or $68,908 at 6%; with 100% employer match about $77,521 at 4% or $51,681 at 6%. |
| 2003 | 2 | 129 | $4,247,934 | $735,509 | $5,702iApproximate average salary by contribution assumption: employee only about $142,541 at 4% or $95,027 at 6%; with 50% employer match about $95,027 at 4% or $63,351 at 6%; with 100% employer match about $71,270 at 4% or $47,514 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 127 | $4,247,934 | $735,509 | $5,791iApproximate average salary by contribution assumption: employee only about $144,785 at 4% or $96,523 at 6%; with 50% employer match about $96,523 at 4% or $64,349 at 6%; with 100% employer match about $72,393 at 4% or $48,262 at 6%. |
| University Medical Group Health & Welfare Plan | - | 129 | - | - | - |
| 2002 | 2 | 123 | $3,091,518 | $584,245 | $4,750iApproximate average salary by contribution assumption: employee only about $118,749 at 4% or $79,166 at 6%; with 50% employer match about $79,166 at 4% or $52,777 at 6%; with 100% employer match about $59,374 at 4% or $39,583 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 114 | $3,091,518 | $584,245 | $5,125iApproximate average salary by contribution assumption: employee only about $128,124 at 4% or $85,416 at 6%; with 50% employer match about $85,416 at 4% or $56,944 at 6%; with 100% employer match about $64,062 at 4% or $42,708 at 6%. |
| University Medical Group Health & Welfare Plan | - | 123 | - | - | - |
| 2001 | 2 | 116 | $0 | $0 | - |
| Umg 401K Jointly Funded Retirement Plan | - | 94 | - | - | - |
| University Medical Group Health & Welfare Plan | - | 116 | - | - | - |
| 2000 | 1 | 79 | $0 | $0 | - |
| Umg 401K Jointly Funded Retirement Plan | - | 79 | - | - | - |
| 1999 | 1 | 69 | $2,784,194 | $346,289 | $5,019iApproximate average salary by contribution assumption: employee only about $125,467 at 4% or $83,645 at 6%; with 50% employer match about $83,645 at 4% or $55,763 at 6%; with 100% employer match about $62,734 at 4% or $41,822 at 6%. |
| Umg 401K Jointly Funded Retirement Plan | - | 69 | $2,784,194 | $346,289 | $5,019iApproximate average salary by contribution assumption: employee only about $125,467 at 4% or $83,645 at 6%; with 50% employer match about $83,645 at 4% or $55,763 at 6%; with 100% employer match about $62,734 at 4% or $41,822 at 6%. |