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Sponsor portfolioTH

SHORE MEDICAL CENTER

EIN 21-0660835-hospital & health care-Latest filing 2024
Plans
4
Retirement
3
$268.2M assets
Welfare
1
$2.9M premiums
Participants
5,156
100 MEDICAL CENTER WAY - SOMERS POINT, NJ 082442340609-653-3500shoremedicalcenter.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#001TraditionalDB-$168.5M - 957 part#005401k-$57.9M - 2,022 part#003403b-$41.8M - 456 part#507Fully Insured-$2.9M - 1,735 lives

Retirement portfolio analytics

3 plans aggregated / $268.2M assets / 3,435 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MEDICAL CENTER PENSION (#001)63%
  • AND RETIREMENT PLAN (#005)22%
  • MEDICAL CENTER 403(B) (#003)16%
Total $268.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • GREAT-WEST LIFE & ANNUITY INSURANCE37%
Total $268.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#005)2,022
  • MEDICAL CENTER PENSION (#001)957
  • MEDICAL CENTER 403(B) (#003)456
Total 3,435Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,735 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$537K
  • Life$502K
  • Other$425K
  • Prescription drug$384K
  • Long-term disability$225K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • UNITED AMERICAN INSURANCE COMPANY34%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA28%
  • AETNA LIFE INSURANCE COMPANY21%
  • UNITED HEALTHCARE INSURANCE COMPANY13%
  • VISION SERVICE PLAN2%
  • +3 more
Total $2.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • CONNER STRONG & BUCKELEW64%
  • HOWARD LAMPLUGH35%
  • BALA FINANCIAL GROUP INC.0%
  • SEAN P. MCGOVERN0%
  • THE BROKERS SOURCE LTD0%
Total $229K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHORE MEDICAL CENTER PENSION PLAN

TraditionalDB

Assets$168.5M
Participants957
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SHORE MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$57.9M
Participants2,022
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SHORE MEDICAL CENTER 403(B) PLAN

403b

Assets$41.8M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

SHORE MEDICAL CENTER HEALTHCARE PLAN

Fully Insured - UNITED AMERICAN INSURANCE COMPANY

Premiums$2.9M
Covered lives1,735
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001SHORE MEDICAL CENTER PENSION PLANTraditionalDB$168.5M9572024
005SHORE MEDICAL CENTER 401(K) SAVINGS AND RETIREMENT PLAN401k$57.9M2,0222024
003SHORE MEDICAL CENTER 403(B) PLAN403b$41.8M4562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507SHORE MEDICAL CENTER HEALTHCARE PLANFully InsuredUNITED AMERICAN INSURANCE COMPANY$2.9M1,7352024
Retirement plans
Welfare plans
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