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Sponsor portfolio

HOLZER HEALTH SYSTEM

EIN 31-1156690-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$272.0M assets
Welfare
1
$3.2M premiums
Participants
7,903
100 JACKSON PIKE - GALLIPOLIS, OH 45631740-446-5000holzer.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001ProfitSharing-$183.3M - 2,633 part#002403b-$88.7M - 3,049 part#501Mixed-$3.2M - 2,595 lives

Retirement portfolio analytics

2 plans aggregated / $272.0M assets / 5,682 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#001)67%
  • SYSTEM 403B PLAN (#002)33%
Total $272.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MILLIMAN, INC.100%
Total $272.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEM 403B PLAN (#002)3,049
  • PROFIT SHARING PLAN (#001)2,633
Total 5,682Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 2,595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.8M
  • Other$1.5M
  • Life$1.5M
  • Short-term disability$1.5M
  • Dental$855K
  • Vision$489K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA46%
  • SUPERIOR DENTAL CARE27%
  • VISION SERVICE PLAN15%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY9%
  • AMERICAN UNITED LIFE INSURANCE COMPANY1%
  • +1 more
Total $3.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • THE WISEMAN AGENCY INC.70%
  • RONALD R. TOLER15%
  • CHRISTOPHER AM. TOLER7%
  • PATRICK F. THUECKS3%
  • ANTHONY SPATICHIA3%
  • +1 more
Total $149K6 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

HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN

ProfitSharing

Assets$183.3M
Participants2,633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOLZER HEALTH SYSTEM 403B PLAN

403b

Assets$88.7M
Participants3,049
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLZER HEALTH SYSTEM GROUP HEALTH BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.2M
Covered lives2,595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLANProfitSharing$183.3M2,6332024
002HOLZER HEALTH SYSTEM 403B PLAN403b$88.7M3,0492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLZER HEALTH SYSTEM GROUP HEALTH BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.2M2,5952024
Retirement plans
Welfare plans
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