What public Form 5500 filings show about the UMB Financial Corporation 401(k) plan — and how to find and check your own account.
UMB Financial Corporation (EIN 43-0903811) reports UMB PROFIT SHARING AND 401(K) SAVINGS PLAN on its most recent Form 5500, with $717.6M in plan assets across 3,665 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UMB Financial Corporation filing — schedules, fees, and providers.
UMB Financial Corporation’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask UMB Financial CorporationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RUBINBROWN LLP, CBIZ INVESTMENT ADVISORY SERVICES.
