Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ESSENTIA HEALTH
EIN 20-0360007hospital & health careLatest filing 2025
Plans
3
Retirement
2
$2.28B assets
Welfare
1
$12.3M premiums
Participants
35,788
502 EAST 2ND STREET - DULUTH, MN 558051913218-786-8376essentiahealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.28B assets / 21,878 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $12.3M premiums / 13,833 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.1M
- Life$4.1M
- Short-term disability$3.6M
- Long-term disability$2.4M
- Vision$1.2M
Carrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- FIDELITY SECURITY LIFE INSURANCE COMPANY10%
- BERKLEY LIFE AND HEALTH INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- REUBEN WARNER ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ESSENTIA HEALTH RETIREMENT PLAN
401k
Assets$2.19B
Participants20,507
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ESSENTIA HEALTH 403(B) PLAN
403b
Assets$90.4M
Participants1,371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESSENTIA HEALTH WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$12.3M
Covered lives13,833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ESSENTIA HEALTH RETIREMENT PLAN | 401k | $2.19B | 20,507 | 2024 | |
| 001 | ESSENTIA HEALTH 403(B) PLAN | 403b | $90.4M | 1,371 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ESSENTIA HEALTH WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $12.3M | 13,833 | 2025 |
Retirement plans
Welfare plans