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Sponsor portfolioTH

ADENA HEALTH SYSTEM

EIN 31-4379443-hospital & health care-Latest filing 2024
Plans
4
Retirement
3
$348.9M assets
Welfare
1
$3.3M premiums
Participants
12,085
272 HOSPITAL ROAD - CHILLICOTHE, OH 45601740-779-4829adena.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#004403b-$240.5M - 6,832 part#003ProfitSharing-$106.8M - 3,200 part#008ProfitSharing-$1.6M - 17 part#501Mixed-$3.3M - 5,258 lives

Retirement portfolio analytics

3 plans aggregated / $348.9M assets / 10,049 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFERRED ANNUITY/MATCHED Savin... (#004)69%
  • DEFINED CONTRIBUTION PLAN (#003)31%
  • EXECUTIVE RETIREMENT PLAN (#008)0%
Total $348.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY/MATCHED Savin... (#004)6,832
  • DEFINED CONTRIBUTION PLAN (#003)3,200
  • EXECUTIVE RETIREMENT PLAN (#008)17
Total 10,049Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 5,258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$2.0M
  • Long-term disability$2.0M
  • Stop-loss$757K
  • Vision$509K
Total $3.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • METROPOLITAN LIFE INSURANCE COMPANY60%
  • UNITED STATES FIRE INSURANCE COMPANY23%
  • VISION SERVICE PLAN15%
  • BRONSON BATTLE CREEK DBA HELPNET EAP2%
Total $3.3M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN

403b

Assets$240.5M
Participants6,832
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$106.8M
Participants3,200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

ProfitSharing

Assets$1.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADENA HEALTH SYSTEM EMPLOYEE GROUP BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.3M
Covered lives5,258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN403b$240.5M6,8322024
003THE ADENA HEALTH SYSTEM DEFINED CONTRIBUTION PLANProfitSharing$106.8M3,2002024
008ADENA HEALTH SYSTEM SUPPLEMENTAL EXECUTIVE RETIREMENT PLANProfitSharing$1.6M172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADENA HEALTH SYSTEM EMPLOYEE GROUP BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.3M5,2582024
Retirement plans
Welfare plans
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