Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PREMIER HEALTH
EIN 31-1446699hospital & health careLatest filing 2025
Plans
4
Retirement
3
$1.23B assets
Welfare
1
$10.9M premiums
Participants
56,517
110 N. MAIN STREET, SUITE 1100 - DAYTON, OH 45402937-499-5417premierhealth.comLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $1.23B assets / 44,766 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- FID INV INST OPS CO66%
- (Not disclosed)34%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $10.9M premiums / 17,366 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$4.5M
- Other$2.9M
- Long-term disability$2.5M
- Vision$1.2M
- Stop-loss$366K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY74%
- VISION SERVICE PLAN11%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- HM LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
35%top
- USI INSURANCE SERVICES LLC35%
- GALLAGHER BENEFIT SERVICES, INC.23%
- JAMES DUNCAN DAVIDSON22%
- EOI SERVICE COMPANY INC14%
- AON CONSULTING INC4%
- +3 more
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$10.9M
Covered lives17,366
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMPLOYEE RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | 403b | $570.8M | 15,445 | 2024 | |
| 001 | PREMIER HEALTH PARTNERS EMPLOYEES RETIREMENT PLAN | CashBalance | $415.3M | 14,944 | 2024 | |
| 003 | THE EMPLOYER RETIREMENT SAVINGS PLAN - PREMIER HEALTH PARTNERS | ProfitSharing | $243.8M | 14,377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PREMIER HEALTH BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $10.9M | 17,366 | 2025 |
Retirement plans
Welfare plans