Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOUTHWEST COMMUNITY HEALTH SYSTEM
EIN 34-1455141medical practiceLatest filing 2025
Plans
3
Retirement
2
$350.1M assets
Welfare
1
$2.8M premiums
Participants
6,522
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $350.1M assets / 5,063 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.8M premiums / 1,459 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.4M
- Other$2.1M
- Short-term disability$2.0M
- Long-term disability$1.9M
- Vision$214K
- Dental$64K
Carrier market share
Premium dollars by Schedule A carrier
70%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY70%
- METROPOLITAN LIFE INSURANCE COMPANY14%
- VISION SERVICE PLAN8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
77%top
- THE JAMES B OSWALD COMPANY77%
- CENTRO BENEFITS RESEARCH LLC16%
- JAMES H. VAN EPPS3%
- CHARLES D. BLOCK3%
- ASSUREX GLOBAL CORPORATION0%
- +2 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
SOUTHWEST MATCHING DEFINED CONTRIBUTION RETIREMENT PLAN
403b
Assets$247.1M
Participants3,370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTHWEST RETIREMENT AND CASH BALANCE PLAN
CashBalance
Assets$103.0M
Participants1,693
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525
SOUTHWEST BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.8M
Covered lives1,459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHWEST MATCHING DEFINED CONTRIBUTION RETIREMENT PLAN | 403b | $247.1M | 3,370 | 2024 | |
| 001 | SOUTHWEST RETIREMENT AND CASH BALANCE PLAN | CashBalance | $103.0M | 1,693 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | SOUTHWEST BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.8M | 1,459 | 2025 |
Retirement plans
Welfare plans