Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Jones Memorial Hospital
EIN 22-2807681hospital & health careLatest filing 2025
Plans
4
Retirement
3
$27.9M assets
Health & Benefits
1
$3.8M premiums
Participants
948
191 NORTH MAIN STREET - WELLSVILLE, NY 14895585-596-4018starolean.comLinkedIn201-500 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $27.9M assets / 856 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$13.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.8M premiums / 217 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Life$384K
- Short-term disability$384K
- Long-term disability$384K
- Other$384K
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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#003
JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN
403(b)
Assets$14.8M
Participants660
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
JONES MEMORIAL HOSPITAL PENSION PLAN
Traditional DB
Assets$12.9M
Participants192
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
JONES MEMORIAL HOSPITAL SUPPLEMENTAL RETIREMENT PLAN
403(b)
Assets$232K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
JONES MEMORIAL HOSPITAL EMPLOYEE BENEFIT PLAN
Mixed - UNIVERA HEALTHCARE
Premiums$3.8M
Covered lives217
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JONES MEMORIAL HOSPITAL DEFINED CONTRIBUTION 403(B) PLAN | 403(b) | $14.8M | 660 | 2025 |
| #001 | JONES MEMORIAL HOSPITAL PENSION PLAN | Traditional DB | $12.9M | 192 | 2025 |
| #002 | JONES MEMORIAL HOSPITAL SUPPLEMENTAL RETIREMENT PLAN | 403(b) | $232K | 4 | 2025 |
- #003 · 403(b) · 2025660
- #001 · Traditional DB · 2025192
- #002 · 403(b) · 20254
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | JONES MEMORIAL HOSPITAL EMPLOYEE BENEFIT PLAN | Mixed | UNIVERA HEALTHCARE | $3.8M | 217 | 2025 |
- #506 · Mixed · UNIVERA HEALTHCARE · 2025217
Retirement plans
Health & Benefits plans