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  2. THE GUTHRIE CLINIC
Sponsor portfolioTH

THE GUTHRIE CLINIC

EIN 23-3055017-medical devices-Latest filing 2024
Plans
4
Retirement
3
$952.3M assets
Welfare
1
$9.5M premiums
Participants
22,722
1 GUTHRIE SQUARE - SAYRE, PA 188401625570-887-5004LinkedIn1-10 employeesmedical devices
Plans on this EIN
4 filings
#006403b-$629.8M - 13,622 part#002401k-$222.9M - 800 part#001TraditionalDB-$99.6M - 874 part#501Mixed-$9.5M - 5,891 lives

Retirement portfolio analytics

3 plans aggregated / $952.3M assets / 15,296 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • 403(B) RETIREMENT Savings (#006)66%
  • 401(K) RETIREMENT Savings (#002)23%
  • GUTHRIE RETIREMENT PLAN (#001)10%
Total $952.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT Savings (#006)13,622
  • GUTHRIE RETIREMENT PLAN (#001)874
  • 401(K) RETIREMENT Savings (#002)800
Total 15,296Click row to drill in

Benefits portfolio analytics

1 plan / $9.5M premiums / 5,891 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.0M
  • Life$2.8M
  • Long-term disability$2.3M
  • Other$893K
  • Vision$545K
Total $9.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY56%
  • DELTA DENTAL OF CALIFORNIA31%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • VISION SERVICE PLAN6%
Total $9.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • ALLIANT INSURANCE SERVICES, INC.13%
  • USI INSURANCE SERVICES LLC1%
Total $920K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

GUTHRIE 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$629.8M
Participants13,622
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GUTHRIE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$222.9M
Participants800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GUTHRIE RETIREMENT PLAN

TraditionalDB

Assets$99.6M
Participants874
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE GUTHRIE CLINIC HEALTH AND WELFARE PLANS

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$9.5M
Covered lives5,891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
006GUTHRIE 403(B) RETIREMENT SAVINGS PLAN403b$629.8M13,6222024
002GUTHRIE 401(K) RETIREMENT SAVINGS PLAN401k$222.9M8002024
001GUTHRIE RETIREMENT PLANTraditionalDB$99.6M8742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE GUTHRIE CLINIC HEALTH AND WELFARE PLANSMixedDELTA DENTAL OF PENNSYLVANIA$9.5M5,8912024
Retirement plans
Welfare plans
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