PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. DEACONESS HEALTH SYSTEM
Sponsor portfolioTH

DEACONESS HEALTH SYSTEM

EIN 35-1532889-hospital & health care-Latest filing 2025
Plans
7
Retirement
3
$1.14B assets
Welfare
4
$16.1M premiums
Participants
50,579
600 MARY STREET - EVANSVILLE, IN 47747816-450-5000deaconess.comLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
7 filings
#010401k-$854.6M - 14,681 part#333TraditionalDB-$262.0M - 3,835 part#004403b-$18.9M - 706 part#503Fully Insured-$8.1M - 18,636 lives#505Fully Insured-$5.7M - 11,125 lives#501Fully Insured-$2.3M - 10,313 lives#510Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.14B assets / 19,222 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • SYSTEM, INC. 401(K) (#010)75%
  • INC. RETIREMENT PLAN (#333)23%
  • ANNUITY THRIFT PLAN (#004)2%
Total $1.14BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEM, INC. 401(K) (#010)14,681
  • INC. RETIREMENT PLAN (#333)3,835
  • ANNUITY THRIFT PLAN (#004)706
Total 19,222Click row to drill in

Benefits portfolio analytics

4 plans / $16.1M premiums / 40,074 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.7M
  • Short-term disability$4.2M
  • Other$3.3M
  • Life$2.3M
  • Long-term disability$1.5M
  • Vision$1.4M
  • +1 more
Total $16.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • HARTFORD LIFE AND ACCIDENT56%
  • HEALTH RESOURCES, INC.36%
  • VISION SERVICE PLAN9%
Total $16.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • BROWN & BROWN INSURANCE SERVICES56%
  • ALEXANDER BENEFITS CONSULTING35%
  • HAYS COMPANIES, INC.9%
  • WATCHTOWER BENEFITS, LLC1%
Total $1.3M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#010

DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN

401k

Assets$854.6M
Participants14,681
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

DEACONESS HEALTH SYSTEM, INC. RETIREMENT PLAN

TraditionalDB

Assets$262.0M
Participants3,835
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN

403b

Assets$18.9M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

DEACONESS HEALTH SYSTEM, INC. EMPLOYEE HEALTH BENEFIT PLAN

Fully Insured - HEALTH RESOURCES INC.

Premiums$8.1M
Covered lives18,636
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DEACONESS HEALTH SYSTEM, INC. GROUP DISABILITY INCOME INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$5.7M
Covered lives11,125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

DEACONESS HEALTH SYSTEM, INC. GROUP TERM LIFE INSURANCE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$2.3M
Covered lives10,313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

DEACONESS HEALTH SYSTEM, INC. FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
010DEACONESS HEALTH SYSTEM, INC. 401(K) PLAN401k$854.6M14,6812024
333DEACONESS HEALTH SYSTEM, INC. RETIREMENT PLANTraditionalDB$262.0M3,8352024
004DEACONESS HEALTH SYSTEM, INC. TAX SHELTERED ANNUITY THRIFT PLAN403b$18.9M7062024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503DEACONESS HEALTH SYSTEM, INC. EMPLOYEE HEALTH BENEFIT PLANFully InsuredHEALTH RESOURCES INC.$8.1M18,6362025
505DEACONESS HEALTH SYSTEM, INC. GROUP DISABILITY INCOME INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$5.7M11,1252025
501DEACONESS HEALTH SYSTEM, INC. GROUP TERM LIFE INSURANCE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$2.3M10,3132025
510DEACONESS HEALTH SYSTEM, INC. FLEXIBLE BENEFITS PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica