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PREMIER HEALTH PARTNERS

EIN 31-1446699-hospital & health care-Latest filing 2024
Plans
4
Retirement
3
$1.23B assets
Welfare
1
$9.6M premiums
Participants
55,750
110 N. MAIN STREET, SUITE 1100 - DAYTON, OH 45402937-499-5417premierhealth.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
4 filings
#002403b-$570.8M - 15,445 part#001CashBalance-$415.3M - 14,944 part#003ProfitSharing-$243.8M - 14,377 part#501Mixed-$9.6M - 16,707 lives

Retirement portfolio analytics

3 plans aggregated / $1.23B assets / 44,766 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • PREMIER HEALTH PARTNERS (#002)46%
  • EMPLOYEES RETIREMENT PLAN (#001)34%
  • PREMIER HEALTH PARTNERS (#003)20%
Total $1.23BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • FID INV INST OPS CO66%
  • (Not disclosed)34%
Total $1.23BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PREMIER HEALTH PARTNERS (#002)15,445
  • EMPLOYEES RETIREMENT PLAN (#001)14,944
  • PREMIER HEALTH PARTNERS (#003)14,377
Total 44,766Click row to drill in

Benefits portfolio analytics

1 plan / $9.6M premiums / 16,707 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Long-term disability$2.3M
  • Other$2.3M
  • Vision$1.1M
  • Life$636K
  • Stop-loss$376K
Total $9.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
  • VISION SERVICE PLAN12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • HM LIFE INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • +2 more
Total $9.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • EOI SERVICE COMPANY INC48%
  • USI INSURANCE SERVICES LLC29%
  • GALLAGHER BENEFIT SERVICES, INC.18%
  • AON CONSULTING INC4%
  • WENDELL W BECULHEIMER0%
  • +3 more
Total $2.9M8 slices

Plan deep-dives

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

EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS

403b

Assets$570.8M
Participants15,445
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PREMIER HEALTH PARTNERS EMPLOYEES RETIREMENT PLAN

CashBalance

Assets$415.3M
Participants14,944
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE EMPLOYER RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS

ProfitSharing

Assets$243.8M
Participants14,377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PREMIER HEALTH BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$9.6M
Covered lives16,707
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS403b$570.8M15,4452024
001PREMIER HEALTH PARTNERS EMPLOYEES RETIREMENT PLANCashBalance$415.3M14,9442024
003THE EMPLOYER RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERSProfitSharing$243.8M14,3772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PREMIER HEALTH BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$9.6M16,7072024
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