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Form 5500 · Employee benefit plan · LENOIR, NC

UNIVERSAL MENTAL HEALTH SERVICES, INC.

Public Form 5500 records show how UNIVERSAL MENTAL HEALTH SERVICES, INC. (LENOIR, NC) structures its employee benefits. Its broker of record is SCOTT HAFETZ. Coverage is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA and 4 other carriers. The plan's most recent policy period ended in July.

Benefits broker of record
Plan renews
July

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1877453 · plan 501 · as of Jul 2026

Participants
110
Carriers on file
5
Disclosed commissions
$41,776
Renewal month
July

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINAHealth, Dental211July$29,259
AFLACLife64July$9,751
VISION SERVICE PLANVision147July$1,181
NEW BENEFITS LTDHealth66July$1,178
USABLE LIFELife73July$407

Questions

Who is UNIVERSAL MENTAL HEALTH SERVICES, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, UNIVERSAL MENTAL HEALTH SERVICES, INC.'s broker of record is SCOTT HAFETZ.

What insurance carrier does UNIVERSAL MENTAL HEALTH SERVICES, INC. use?

UNIVERSAL MENTAL HEALTH SERVICES, INC.'s benefit plan is written through BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA, among 5 disclosed carriers.

When does UNIVERSAL MENTAL HEALTH SERVICES, INC.'s group plan renew?

The most recent Schedule A policy period for UNIVERSAL MENTAL HEALTH SERVICES, INC. ended in July. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNIVERSAL MENTAL HEALTH SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.