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Form 5500 · Employee benefit plan · SANTA MONICA, CA

UMG RECORDINGS, INC.

The filing calls this plan UNIVERSAL MUSIC GROUP HEALTH AND SECURITY BENEFITS PROGRAMS.

Public Form 5500 records show how UMG RECORDINGS, INC. of SANTA MONICA, CA, a information and media employer, structures its employee benefits. Its broker of record is MERCER HUMAN RESOURCE CONSULTING. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-2613071 · plan 501 · plan year 2025, filed Sep 2, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Both, as reported

The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
3,548
Active at start of year
3,347
Active at end of year
3,352
Disclosed commissions
$219,547
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — KAISER FOUNDATION HEALTH PLAN, INC.528 of 3,548 participants (15%)
Dentalinsured — DELTA DENTAL OF CALIFORNIA308 of 3,548 participants (8.7%)
Visioninsured — VISION SERVICE PLAN3,298 of 3,548 participants (93%)
Lifeinsured — HARTFORD LIFE AND ACCIDENT3,565 of 3,548 participants
Disabilityinsured — HARTFORD LIFE AND ACCIDENT3,565 of 3,548 participants

Dental: DELTA DENTAL OF CALIFORNIA covers 308 of 3,548 participants (8.7%) on Schedule A.

Also declared: severance, death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 7 insured contracts covering health, dental, vision, life and disability.

Reported premium across the insured contracts is $8,347,631, with $219,547 in disclosed broker commissions — about 2.6% of premium.

The health contract's policy period ended in December, while at least one ancillary line's policy period ended in June. The plan is on a split renewal cycle.

MERCER HUMAN RESOURCE CONSULTING is the broker of record on 1 of the 7 contracts; the rest name a different broker or none.

6 carriers appear on the filing, including KAISER FOUNDATION HEALTH PLAN, INC., HARTFORD LIFE AND ACCIDENT, VISION SERVICE PLAN and JOURNEY MEDITATION, INC.. KAISER FOUNDATION HEALTH PLAN, INC. writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD LIFE AND ACCIDENTLife, Disability3,565Jan 1, 2026$2,906,844$189,688
HARTFORD LIFE AND ACCIDENT—3,352Jan 1, 2026$334,604$16,730
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA—3,352Jul 1, 2025$65,646$13,129
KAISER FOUNDATION HEALTH PLAN, INC.Health528Jan 1, 2026$4,399,555$0
VISION SERVICE PLANVision3,298Jan 1, 2026$484,049$0
JOURNEY MEDITATION, INC.—78Jan 1, 2026$97,579$0
DELTA DENTAL OF CALIFORNIADental308Jan 1, 2026$59,354$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
UMG RECORDINGS, INC.
EIN 13-2613071

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

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