Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$188K
- Dental$185K
- Vision$185K
- Life$185K
- Short-term disability$185K
- Long-term disability$185K
Sponsor portfolioTH
SOUTH BEND MEDICAL FOUNDATION
EIN 35-0868178hospital & health careLatest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$188K premiums
Participants
360
3355 DOUGLAS ROAD - SOUTH BEND, IN 46635574-204-4375sbmf.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $188K premiums / 190 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- METROPOLITAN LIFE INSURANCE COMPANY98%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
69%top
- GIBSON INSURANCE AGENCY, INC.69%
- JAMES R NELLIGAN & ASSOCIATES LLC31%
- DAWN WISE0%
- KELLY HALL WIENING0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN
403b
Assets$17.1M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
SOUTH BEND MEDICAL FOUNDATION, INC
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$188K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTH BEND MEDICAL FOUNDATION, INC 403(B) RETIREMENT PLAN | 403b | $17.1M | 254 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | SOUTH BEND MEDICAL FOUNDATION, INC | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $188K | 190 | 2025 |
Retirement plans
Welfare plans