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Sponsor portfolioTH

MONTEFIORE MEDICAL CENTER

EIN 13-1740114-hospital & health care-Latest filing 2024
Plans
4
Retirement
2
$4.34B assets
Welfare
2
$11.6M premiums
Participants
45,593
555 S BROADWAY, BUILDING A - BRONX, NY 104672401212-956-8340montekids.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
4 filings
#008403b-$4.33B - 25,425 part#003TraditionalDB-$5.0M - 42 part#501Mewa-$11.6M - 15,868 lives#503Mewa-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.34B assets / 25,467 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • MEDICAL CENTER 403(B) (#008)100%
  • HSRP RETIREMENT PLAN (#003)0%
Total $4.34BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL CENTER 403(B) (#008)25,425
  • HSRP RETIREMENT PLAN (#003)42
Total 25,467Click row to drill in

Benefits portfolio analytics

2 plans / $11.6M premiums / 15,868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$6.2M
  • Long-term disability$6.2M
  • Other$4.3M
  • Life$4.0M
  • Vision$1.1M
Total $11.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • PRINCIPAL LIFE INSURANCE COMPANY54%
  • METROPOLITAN LIFE INSURANCE COMPANY37%
  • UNITEDHEALTHCARE INSURANCE COMPANY9%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $11.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HAVENS & COMPANY INC76%
  • USI INSURANCE SERVICES LLC14%
  • ALIGHT SOLUTIONS5%
  • WINSTON FINANCIAL SERVICES4%
Total $568K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

MONTEFIORE MEDICAL CENTER 403(B) PLAN

403b

Assets$4.33B
Participants25,425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MONTEFIORE MEDICAL CENTER HSRP RETIREMENT PLAN

TraditionalDB

Assets$5.0M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTEFIORE MEDICAL CENTER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mewa - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$11.6M
Covered lives15,868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MONTEFIORE MEDICAL CENTER RETIREE MEDICAL PLAN

Mewa

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
008MONTEFIORE MEDICAL CENTER 403(B) PLAN403b$4.33B25,4252024
003MONTEFIORE MEDICAL CENTER HSRP RETIREMENT PLANTraditionalDB$5.0M422024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTEFIORE MEDICAL CENTER EMPLOYEE HEALTH & WELFARE BENEFIT PLANMewaPRINCIPAL LIFE INSURANCE COMPANY$11.6M15,8682024
503MONTEFIORE MEDICAL CENTER RETIREE MEDICAL PLANMewa-$002024
Retirement plans
Welfare plans
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