Sponsor portfolio

DAY KIMBALL HOSPITAL

EIN 06-0646599hospital & health careLatest filing 2024

Plans

Retirement

$64.7M assets

Welfare

$678K premiums

Participants

2,956

320 POMFRET STREET - PUTNAM, CT 062601869860-928-6541daykimball.orgLinkedIn1001-5000 employeeshospital & health care

Plans on this EIN

3 filings

#002401k-$61.7M - 1,095 part #003403b-$3.0M - 1,101 part #501Mixed-$678K - 967 lives

Retirement portfolio analytics

2 plans aggregated / $64.7M assets / 2,196 participants

Assets by plan

Share of aggregate retirement assets

95%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

95%top

USI CONSULTING GROUP95%
(Not disclosed)5%

Participants by plan

Active + retired + deferred vested

KIMBALL HOSPITAL 403(B) (#003)1,101
DEFINED CONTRIBUTION PLAN (#002)1,095

Benefits portfolio analytics

1 plan / $678K premiums / 967 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$555K
Short-term disability$169K
Long-term disability$133K
Life$66K
Vision$56K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

80%top

LIFE INSURANCE COMPANY OF NORTH AMERICA80%
CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
EYEMED VISION CARE8%

Broker market share

Schedule A broker compensation

Split broker

81%top

C M SMITH AGENCY, INC.81%
GCG FINANCIAL LLC17%
BENEFIT TECHNOLOGY RESOURCES, LLC3%

Plan deep-dives

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

Retirement#002