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Sponsor portfolioTH

MARIETTA MEMORIAL HOSPITAL

EIN 31-4379509-hospital & health care-Latest filing 2024
Plans
4
Retirement
3
$204.1M assets
Welfare
1
$6.5M premiums
Participants
11,611
401 MATTHEW STREET - MARIETTA, OH 457500449740-374-1725masterpieceevent.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
4 filings
#006403b-$111.1M - 4,008 part#001TraditionalDB-$62.3M - 1,022 part#007ProfitSharing-$30.7M - 2,989 part#505Mixed-$6.5M - 3,550 lives

Retirement portfolio analytics

3 plans aggregated / $204.1M assets / 8,019 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • HEALTH SYSTEM HOSPITALS (#006)54%
  • HOSPITAL RETIREMENT PLAN (#001)31%
  • DEFINED CONTRIBUTION PLAN (#007)15%
Total $204.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • NATIONWIDE69%
  • (Not disclosed)31%
Total $204.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SYSTEM HOSPITALS (#006)4,008
  • DEFINED CONTRIBUTION PLAN (#007)2,989
  • HOSPITAL RETIREMENT PLAN (#001)1,022
Total 8,019Click row to drill in

Benefits portfolio analytics

1 plan / $6.5M premiums / 3,550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.8M
  • Other$1.9M
  • Long-term disability$1.4M
  • Life$857K
  • Short-term disability$330K
Total $6.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY49%
  • HCC LIFE INSURANCE COMPANY43%
  • HCCB7%
  • VISIONPLUS OF AMERICA1%
Total $6.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • THOMAS-FENNER-WOODS AGENCY INC83%
  • KEYSTONE INS & BNFTS GRP LLC15%
  • BENEFIT EDUCATORS LLC2%
Total $709K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS

403b

Assets$111.1M
Participants4,008
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARIETTA MEMORIAL HOSPITAL RETIREMENT PLAN

TraditionalDB

Assets$62.3M
Participants1,022
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN

ProfitSharing

Assets$30.7M
Participants2,989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MEMORIAL HEALTH SYSTEM EMPLOYEE BENEFITS PLAN

Mixed - THE NORTH RIVER INSURANCE CO

Premiums$6.5M
Covered lives3,550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
006RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS403b$111.1M4,0082024
001MARIETTA MEMORIAL HOSPITAL RETIREMENT PLANTraditionalDB$62.3M1,0222024
007MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLANProfitSharing$30.7M2,9892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MEMORIAL HEALTH SYSTEM EMPLOYEE BENEFITS PLANMixedTHE NORTH RIVER INSURANCE CO$6.5M3,5502024
Retirement plans
Welfare plans
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