Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRIHEALTH, INC.
EIN 31-1438846hospital & health careLatest filing 2024
Plans
3
Retirement
2
$1.41B assets
Welfare
1
$7.1M premiums
Participants
30,678
625 EDEN PARK DR - CINCINNATI, OH 45202513-569-6111trihealth.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.41B assets / 19,369 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
99%top
- GREAT-WEST LIFE & ANNUITY INSURANCE99%
- (Not disclosed)1%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $7.1M premiums / 13,015 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.4M
- Life$2.5M
- Long-term disability$2.2M
- Vision$1.5M
Carrier market share
Premium dollars by Schedule A carrier
66%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY66%
- FIDELITY SECURITY LIFE INSURANCE COMPANY21%
- RELIASTAR LIFE INSURANCE COMPANY13%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
64%top
- GALLAGHER BENEFIT SERVICES, INC.64%
- USI INSURANCE SERVICES LLC32%
- YOUR POLICY LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$1.39B
Participants19,369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRIHEALTH, INC. RETIREMENT PLAN
CashBalance
Assets$20.0M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
TRIHEALTH, INC. HEALTH AND WELFARE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7.1M
Covered lives13,015
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.39B | 19,369 | 2024 | |
| 001 | TRIHEALTH, INC. RETIREMENT PLAN | CashBalance | $20.0M | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | TRIHEALTH, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7.1M | 13,015 | 2024 |
Retirement plans
Welfare plans