Plan5500

Umb Financial Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Umb Financial Corp. (EIN 43-0903811) is a plan sponsor located in Kansas City, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-0903811
Location
Kansas City, MO
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Umb Financial Corp.

  • 4 loaded plans hold $1.3B in reported assets.
  • The largest, Umb Master Trust, holds 50% of this company's reported plan assets.
  • Plans cover 11,197 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.3BSummed across loaded plans$1,341,022,454
Total reported assets$1.3B$1,341,022,454
Total reported participants11.2K11,197
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.3B total assets
Net assets$1.3BLiabilities$0
Contributions & income
Employer contributions$17.1M
Participant contributions$36.2M
Total income / additions$266.6M
Expenses & distributions
Benefits paid / distributions$58.7M
Total expenses$58.9M
Net increase / (decrease)$207.7M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets50%Umb Master Trust
Participants per plan2,799Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Umb Master Trust$666M
    Plan #200 · not reported in the loaded dataset participants · 2023
  2. 2
    Umb Profit Sharing And 401(K) Savings Plan$615.5M
    Plan #001 · 4,817 participants · 2023
  3. 3
    Esop Of Umb$59.6M
    Plan #004 · 2,640 participants · 2023
  4. 4
    Umb Financial Corp. Healthcare Plannot reported in the loaded dataset
    Plan #501 · 3,740 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Umb Financial Corp.. Open one for its full reported snapshot.

  1. 2023
    Umb Financial Corp. Healthcare Plan3,740 participants · 2No schedules
    View filing →
  2. 2023
    Umb Master TrustParticipants not reported · 4Sch HSch C
    View filing →
  3. 2023
    Umb Profit Sharing And 401(K) Savings Plan4,817 participants · 2Sch HSch C
    View filing →
  4. 2023
    Esop Of Umb2,640 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Umb Financial Corp. report on Form 5500?
Umb Financial Corp. (EIN 43-0903811) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Umb Financial Corp.?
The Employer Identification Number (EIN) reported for Umb Financial Corp. is 43-0903811.
What is the latest Form 5500 filing year for Umb Financial Corp.?
The latest loaded Form 5500 filing year for Umb Financial Corp. is 2023.

Related Form 5500 pages