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  2. EXETER HEALTH RESOURCES, INC.
Sponsor portfolioTH

EXETER HEALTH RESOURCES, INC.

EIN 02-0222126-hospital & health care-Latest filing 2024
Plans
5
Retirement
2
$289.9M assets
Welfare
3
$1K premiums
Participants
6,089
5 ALUMNI DR - EXETER, NH 038332515603-778-7311LinkedIn51-200 employeeshospital & health care
Plans on this EIN
5 filings
#002403b-$174.6M - 2,145 part#001CashBalance-$115.4M - 1,960 part#506Fully Insured-$1K - 2,548 lives#505Self Funded-0 lives#507Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $289.9M assets / 4,105 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • 403(B) RETIREMENT Savings (#002)60%
  • ACCOUNT BALANCE PENSION (#001)40%
Total $289.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#002)2,145
  • ACCOUNT BALANCE PENSION (#001)1,960
Total 4,105Click row to drill in

Benefits portfolio analytics

3 plans / $1K premiums / 2,548 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $1K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $2441 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EXETER HEALTH RESOURCES 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$174.6M
Participants2,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EXETER HEALTH RESOURCES, INC. ACCOUNT BALANCE PENSION PLAN

CashBalance

Assets$115.4M
Participants1,960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

EXETER HEALTH RESOURCES INC BUSINESS TRAVEL ACCIDENT

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$1K
Covered lives2,548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

EXETER HEALTH SECTION 125 FLEXIBLE SPENDING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

EXETER HEALTH RESOURCES, INC. SHORT TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EXETER HEALTH RESOURCES 403(B) RETIREMENT SAVINGS PLAN403b$174.6M2,1452024
001EXETER HEALTH RESOURCES, INC. ACCOUNT BALANCE PENSION PLANCashBalance$115.4M1,9602024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
506EXETER HEALTH RESOURCES INC BUSINESS TRAVEL ACCIDENTFully InsuredHARTFORD LIFE AND ACCIDENT$1K2,5482024
505EXETER HEALTH SECTION 125 FLEXIBLE SPENDING PLANSelf Funded-$002024
507EXETER HEALTH RESOURCES, INC. SHORT TERM DISABILITY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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