· 2022–2024 · DOL EFAST2
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UMB FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
240
Total plan assets
$102.2M
Filings (rows)
2
Direct comp
$145K
Indirect comp
$0
Showing only "UMB FINANCIAL"
View all 2 variants aggregated →
UMB FINANCIAL SERVICES
6
UMB FINANCIAL
2
SERVICES PROVIDED
Other service providers
2
CITs / DFEs sponsored by this firm
Export CSV
(1)
Click a collective trust to see every plan that holds it.
Fund / entity
Plans holding
UMB MASTER TRUST
6
Plans served
All 2 plans
Export CSV
(2)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
MRIGLOBAL
RETIREMENT & PENSION PLAN OF MRIGLOBAL (PLAN I)
KANSAS CITY, MO
Other service providers
116
$54.6M
$72K
$0
MRIGLOBAL
RETIREMENT & PENSION PLAN OF MRIGLOBAL (PLAN I)
KANSAS CITY, MO
Other service providers
124
$47.6M
$73K
$0
UMB FINANCIAL — Form 5500 Service Provider Profile | Form 5500 Search
