Form 5500 · Employee benefit plan · KANSAS CITY, MO
UMB FINANCIAL CORP.
UMB FINANCIAL CORP.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-0903811 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 5,805 | December | $97,254 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 4,298 | December | $82,048 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,210 | December | $64,717 |
| GENWORTH LIFE INSURANCE COMPANY | — | 201 | December | $34,425 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Disability | 3,502 | December | $33,507 |
| METLIFE LEGAL PLANS | — | 419 | December | $10,047 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Dental | 0 | December | $9,491 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 30 | December | $377 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 4 | December | $198 |
| VISION SERVICE PLAN | Vision | 2,409 | December | $0 |
| FIRST UNUM LIFE INSURANCE COMPANY | Disability | 22 | December | $0 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 3,664 | June | $0 |
Questions
Who is UMB FINANCIAL CORP.'s benefits broker?
Per its most recent Form 5500 Schedule A, UMB FINANCIAL CORP.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does UMB FINANCIAL CORP. use?
UMB FINANCIAL CORP.'s benefit plan is written through METROPOLITAN LIFE INSURANCE COMPANY, among 12 disclosed carriers.
When does UMB FINANCIAL CORP.'s group plan renew?
The most recent Schedule A policy period for UMB FINANCIAL CORP. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UMB FINANCIAL CORP.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.