Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE METHODIST HOSPITALS, INC.
EIN 35-0868133hospital & health careLatest filing 2024
Plans
3
Retirement
2
$266.1M assets
Welfare
1
$3.6M premiums
Participants
7,066
600 GRANT STREET - GARY, IN 46402219-886-4000methodisthospitals.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $266.1M assets / 5,070 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- VOYA RETIREMENT INSURANCE & ANNUITY72%
- (Not disclosed)28%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.6M premiums / 3,030 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.2M
- Other$1.9M
- Long-term disability$1.9M
- Dental$1.1M
- Short-term disability$340K
- Vision$204K
Carrier market share
Premium dollars by Schedule A carrier
52%top
- HARTFORD LIFE AND ACCIDENT52%
- DELTA DENTAL OF CALIFORNIA31%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- PERSPECTIVES LTD1%
Broker market share
Schedule A broker compensation
50%top
- LOCKTON COMPANIES, LLC50%
- BCINSOURCING, LLC50%
- WORKPLACE SOLUTIONS, INC.0%
- PREMIER INSURANCE MGT SERVICES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE METHODIST HOSPITALS, INC. 401(K) SAVINGS PLAN
401k
Assets$191.2M
Participants3,588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE METHODIST HOSPITALS, INC. RETIREMENT PLAN
TraditionalDB
Assets$74.9M
Participants1,482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE METHODIST HOSPITALS, INC. GROUP HEALTH PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$3.6M
Covered lives3,030
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE METHODIST HOSPITALS, INC. 401(K) SAVINGS PLAN | 401k | $191.2M | 3,588 | 2024 | |
| 001 | THE METHODIST HOSPITALS, INC. RETIREMENT PLAN | TraditionalDB | $74.9M | 1,482 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE METHODIST HOSPITALS, INC. GROUP HEALTH PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $3.6M | 3,030 | 2024 |
Retirement plans
Welfare plans