Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Spectrum Health Systems, Inc.
EIN 04-2478978mental health careLatest filing 2025
Plans
3
Retirement
2
$34.5M assets
Health & Benefits
1
$1.8M premiums
Participants
2,226
149 OAK STREET - WESTBOROUGH, MA 01581508-792-5400spectrumhealthsystems.orgLinkedIn1001-5000 employeesmental health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $34.5M assets / 1,505 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 837 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.3M
- Dental$320K
- Other$138K
- Life$100K
- Long-term disability$100K
- Vision$48K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SPECTRUM HEALTH SYSTEMS, INC.
Other DC
Assets$29.7M
Participants1,473
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
403(B) THRIFT PLAN FOR EMPLOYEES OF SPECTRUM HEALTH SYSTEMS, INC.
401(k)
Assets$4.9M
Participants32
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SPECTRUM HEALTH SYSTEMS, INC. HEALTH AND WELFARE PLAN
Mixed - HARVARD PILGRIM HEALTH CARE
Premiums$1.8M
Covered lives837
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF SPECTRUM HEALTH SYSTEMS, INC. | Other DC | $29.7M | 1,473 | 2025 |
| #003 | 403(B) THRIFT PLAN FOR EMPLOYEES OF SPECTRUM HEALTH SYSTEMS, INC. | 401(k) | $4.9M | 32 | 2025 |
- #002 · Other DC · 20251,473
- #003 · 401(k) · 202532
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SPECTRUM HEALTH SYSTEMS, INC. HEALTH AND WELFARE PLAN | Mixed | HARVARD PILGRIM HEALTH CARE | $1.8M | 837 | 2025 |
- #501 · Mixed · HARVARD PILGRIM HEALTH CARE · 2025837
Retirement plans
Health & Benefits plans