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  2. CATHOLIC HEALTHCARE TRUST
Sponsor portfolioTH

CATHOLIC HEALTHCARE TRUST

EIN 02-0315693-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
2
$533.7M assets
Welfare
2
$23K premiums
Participants
9,551
100 MCGREGOR ST - MANCHESTER, NH 031023730603-663-6552
Plans on this EIN
4 filings
#003403b-$290.7M - 3,810 part#005TraditionalDB-$243.0M - 1,931 part#502Mixed-$23K - 2,088 lives#003Fully Insured-20 lives

Retirement portfolio analytics

2 plans aggregated / $533.7M assets / 5,741 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • ANNUITY RETIREMENT PLAN (#003)54%
  • MEDICAL CENTER PENSION (#005)46%
Total $533.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ANNUITY RETIREMENT PLAN (#003)3,810
  • MEDICAL CENTER PENSION (#005)1,931
Total 5,741Click row to drill in

Benefits portfolio analytics

2 plans / $23K premiums / 2,108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$20K
  • Other$3K
Total $23K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • VISION SERVICE PLAN87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • HARTFORD LIFE AND ACCIDENT0%
Total $23K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $2571 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CATHOLIC MEDICAL CENTER 403(B) TAX-SHELTERED ANNUITY RETIREMENT PLAN

403b

Assets$290.7M
Participants3,810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CATHOLIC MEDICAL CENTER PENSION PLAN

TraditionalDB

Assets$243.0M
Participants1,931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CATHOLIC MEDICAL CENTER WELFARE BENEFIT PLAN

Mixed - VISION SERVICE PLAN

Premiums$23K
Covered lives2,088
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#003

CATHOLIC MEDICAL CENTER 403(B) TAX-SHELTERED ANNUITY RETIREMENT PLAN

Fully Insured - BRIGHTHOUSE LIFE INSURANCE COMPANY

Premiums$0
Covered lives20
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CATHOLIC MEDICAL CENTER 403(B) TAX-SHELTERED ANNUITY RETIREMENT PLAN403b$290.7M3,8102024
005CATHOLIC MEDICAL CENTER PENSION PLANTraditionalDB$243.0M1,9312025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CATHOLIC MEDICAL CENTER WELFARE BENEFIT PLANMixedVISION SERVICE PLAN$23K2,0882025
003CATHOLIC MEDICAL CENTER 403(B) TAX-SHELTERED ANNUITY RETIREMENT PLANFully InsuredBRIGHTHOUSE LIFE INSURANCE COMPANY$0202024
Retirement plans
Welfare plans
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