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UNIVERSITY MANAGEMENT, INC.

Company Details

Name: UNIVERSITY MANAGEMENT, INC.
Jurisdiction: MISSISSIPPI
Business Type: Profit Corporation
Status: Good Standing
Effective Date: 11 Jan 1982 (43 years ago)
Business ID: 502552
ZIP code: 39701
County: Lowndes
State of Incorporation: MISSISSIPPI
Principal Office Address: 104 1/2 3rd Street SouthColumbus, MS 39701

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN DENTAL 2023 640657688 2025-01-30 UNIVERSITY MANAGEMENT INC 134
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 139
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN 2023 640657688 2025-01-30 UNIVERSITY MANAGEMENT INC 171
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 179
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN DENTAL 2022 640657688 2024-03-07 UNIVERSITY MANAGEMENT INC 140
Three-digit plan number (PN) 502
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 134
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN 2022 640657688 2024-03-07 UNIVERSITY MANAGEMENT INC 197
Three-digit plan number (PN) 501
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 171
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN DENTAL 2022 640657688 2024-03-13 UNIVERSITY MANAGEMENT INC 140
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 134
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN 2022 640657688 2024-03-13 UNIVERSITY MANAGEMENT INC 197
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 171
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN DENTAL 2021 640657688 2023-04-14 UNIVERSITY MANAGEMENT INC 165
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 140
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN 2021 640657688 2023-04-14 UNIVERSITY MANAGEMENT INC 168
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 197
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN DENTAL 2020 640657688 2022-03-21 UNIVERSITY MANAGEMENT INC 176
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 165
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
UNIVERSITY MANAGEMENT INC WELFARE BENEFIT PLAN 2020 640657688 2022-03-21 UNIVERSITY MANAGEMENT INC 175
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address P O BOX 1368, COLUMBUS, MS, 39703
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Plan administrator’s name and address

Administrator’s EIN 640657688
Plan administrator’s name UNIVERSITY MANAGEMENT INC
Plan administrator’s address P O BOX 1368, COLUMBUS, MS, 39703
Administrator’s telephone number 6623276982

Number of participants as of the end of the plan year

Active participants 168
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
File https://efast2-filings-public.s3.amazonaws.com/prd/2021/01/26/20210126111353NAL0006039680001.pdf
Three-digit plan number (PN) 502
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address PO BOX 1368, COLUMBUS, MS, 397031368
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Number of participants as of the end of the plan year

Active participants 176

Signature of

Role Plan administrator
Date 2021-01-26
Name of individual signing ROBERT FORT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2021/01/26/20210126105829NAL0006672819001.pdf
Three-digit plan number (PN) 501
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address PO BOX 1368, COLUMBUS, MS, 397031368
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Number of participants as of the end of the plan year

Active participants 175

Signature of

Role Plan administrator
Date 2021-01-26
Name of individual signing ROBERT FORT
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2020/01/30/20200130153322NAL0003936787001.pdf
Three-digit plan number (PN) 501
Effective date of plan 2000-07-01
Business code 722410
Sponsor’s telephone number 6623276982
Plan sponsor’s mailing address PO BOX 1368, COLUMBUS, MS, 397031368
Plan sponsor’s address 104 3RD STREET SOUTH, COLUMBUS, MS, 39701

Number of participants as of the end of the plan year

Active participants 98

Signature of

Role Employer/plan sponsor
Date 2020-01-30
Name of individual signing ROBERT FORT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JOHN T BEAN III Agent 104 THIRD ST S, P O BOX 709, COLUMBUS, MS 39703

Director

Name Role Address
John T Bean Iii Director PO Box 1368, Columbus, MS 39703
Bernard W Bean Director PO Box 1368, Columbus, MS 39703
John Bryant Bean Director PO Box 1368, Columbus, MS 39703

President

Name Role Address
John T Bean Iii President PO Box 1368, Columbus, MS 39703

Vice President

Name Role Address
Bernard W Bean Vice President PO Box 1368, Columbus, MS 39703

Secretary

Name Role Address
John Bryant Bean Secretary PO Box 1368, Columbus, MS 39703

Treasurer

Name Role Address
John Bryant Bean Treasurer PO Box 1368, Columbus, MS 39703

Filings

Type Status Filed Date Description
Annual Report Filed 2025-03-18 Annual Report For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2024-03-18 Annual Report For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2023-04-13 Annual Report For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2022-04-13 Annual Report For UNIVERSITY MANAGEMENT, INC.
Amendment Form Filed 2022-01-24 Amendment For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2021-04-19 Annual Report For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2020-06-23 Annual Report For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2019-04-04 Annual Report For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2018-04-04 Annual Report For UNIVERSITY MANAGEMENT, INC.
Annual Report Filed 2017-03-15 Annual Report For UNIVERSITY MANAGEMENT, INC.

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8209347010 2020-04-08 0470 PPP P O Box 1368, COLUMBUS, MS, 39703
Loan Status Date 2021-07-15
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2659000
Loan Approval Amount (current) 2659000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 40010
Servicing Lender Name Renasant Bank
Servicing Lender Address 209 Troy St, TUPELO, MS, 38804-4827
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address COLUMBUS, LOWNDES, MS, 39703-0001
Project Congressional District MS-01
Number of Employees 500
NAICS code 722511
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 40010
Originating Lender Name Renasant Bank
Originating Lender Address TUPELO, MS
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 2689209.19
Forgiveness Paid Date 2021-06-10
9773908406 2021-02-17 0470 PPS 104 3rd Street South, COLUMBUS, MS, 39701
Loan Status Date 2021-10-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 2000000
Loan Approval Amount (current) 2000000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529471
Servicing Lender Name Itria Ventures LLC
Servicing Lender Address One Penn Plaza, Suite 4530, New York, NY, 10119
Rural or Urban Indicator R
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address COLUMBUS, LOWNDES, MS, 39701
Project Congressional District MS-01
Number of Employees 300
NAICS code 722511
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 529471
Originating Lender Name Itria Ventures LLC
Originating Lender Address New York, NY
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 2010000
Forgiveness Paid Date 2021-09-02

Date of last update: 19 Apr 2025

Sources: Mississippi Secretary of State