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  1. Companies/
  2. BAYSTATE HEALTH, INC.
Sponsor portfolioTH

BAYSTATE HEALTH, INC.

EIN 04-2105941-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$1.42B assets
Welfare
2
$5.1M premiums
Participants
37,088
759 CHESTNUT STREET - SPRINGFIELD, MA 01199413-794-8100baystatehealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
4 filings
#003401k-$1.41B - 17,769 part#001CashBalance-$6.7M - 0 part#512Mixed-$5.1M - 12,866 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.42B assets / 17,769 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • INC RETIREMENT PLAN (#003)100%
  • INC. RETIREMENT PROGRAM (#001)0%
Total $1.42BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC RETIREMENT PLAN (#003)17,769
Total 17,769Click row to drill in

Benefits portfolio analytics

2 plans / $5.1M premiums / 12,866 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.8M
  • Life$2.6M
  • Long-term disability$2.6M
  • Vision$1.3M
Total $5.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • AFLAC51%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY26%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • MAGELLAN HEALTHCARE6%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $5.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
26%top
  • CUSTOM BENEFIT PROGRAMS INC26%
  • SPRING INSURANCE GROUP LLC24%
  • AON CONSULTING INC21%
  • MERCER HEALTH AND BENEFITS, LLC20%
  • CUENCA & ASSO. INS. AGENCY, INC.9%
  • +1 more
Total $212K6 slices

Plan deep-dives

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

BAYSTATE HEALTH, INC RETIREMENT PLAN

401k

Assets$1.41B
Participants17,769
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAYSTATE HEALTH, INC. RETIREMENT PROGRAM

CashBalance

Assets$6.7M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

BAYSTATE HEALTH, INC. HEALTH BENEFITS PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$5.1M
Covered lives12,866
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

BAYSTATE HEALTH SYSTEM, INC. HEALTH BENEFITS PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BAYSTATE HEALTH, INC RETIREMENT PLAN401k$1.41B17,7692024
001BAYSTATE HEALTH, INC. RETIREMENT PROGRAMCashBalance$6.7M02024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
512BAYSTATE HEALTH, INC. HEALTH BENEFITS PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$5.1M12,8662025
510BAYSTATE HEALTH SYSTEM, INC. HEALTH BENEFITS PLANSelf Funded-$002025
Retirement plans
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