Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOUTHWEST COMMUNITY HEALTH SYSTEM
EIN 34-1455141medical practiceLatest filing 2024
Plans
3
Retirement
2
$350.1M assets
Welfare
1
$2.3M premiums
Participants
6,652
18697 BAGLEY ROAD - MIDDLEBURG HEIGHTS, OH 441303417440-816-8028LinkedIn1-10 employeesmedical practice
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 / $2.3M premiums / 1,589 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.0M
- Other$1.8M
- Short-term disability$1.7M
- Long-term disability$1.6M
- Vision$165K
- Dental$75K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY71%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN7%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
72%top
- THE JAMES B OSWALD COMPANY72%
- CENTRO BENEFITS RESEARCH LLC19%
- JAMES H. VAN EPPS4%
- CHARLES D. BLOCK4%
- 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$2.3M
Covered lives1,589
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 | $2.3M | 1,589 | 2024 |
Retirement plans
Welfare plans