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  2. ADAGIO HEALTH, INC.
Sponsor portfolioTH

ADAGIO HEALTH, INC.

EIN 23-7104168-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$6.4M assets
Welfare
1
$1.1M premiums
Participants
511
603 STANWIX STREET, SUITE 500 - PITTSBURGH, PA 152221451412-779-3174adagiohealth.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$4.1M - 265 part#001ProfitSharing-$2.3M - 54 part#510Fully Insured-$1.1M - 295 lives

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 319 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • HEALTH, INC. 403(B) (#002)64%
  • INC. RETIREMENT PLAN (#001)36%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH, INC. 403(B) (#002)265
  • INC. RETIREMENT PLAN (#001)54
Total 319Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$852K
  • Prescription drug$852K
  • Life$138K
  • Short-term disability$138K
  • Long-term disability$138K
  • Other$138K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UPMC HEALTH OPTIONS87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ADAGIO HEALTH, INC. 403(B) PLAN

401k

Assets$4.1M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADAGIO HEALTH, INC. RETIREMENT PLAN

ProfitSharing

Assets$2.3M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ADAGIO HEALTH INC. WELFARE BENEFITS WRAP PLAN

Fully Insured - UPMC HEALTH OPTIONS

Premiums$1.1M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADAGIO HEALTH, INC. 403(B) PLAN401k$4.1M2652025
001ADAGIO HEALTH, INC. RETIREMENT PLANProfitSharing$2.3M542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ADAGIO HEALTH INC. WELFARE BENEFITS WRAP PLANFully InsuredUPMC HEALTH OPTIONS$1.1M2952025
Retirement plans
Welfare plans
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