Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 5 health and benefits plans.
2 plans aggregated / $66.9M assets / 1,594 participants
Share of aggregate retirement assets
Active + retired + deferred vested
5 plans / $1.2M premiums / 4,193 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Profit-sharing
Fully insured - DELTA DENTAL OF INDIANA
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Fully insured - UNITED HEALTHCARE INSURANCE COMPANY
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Fully insured - VISION SERVICE PLAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | MARGARET MARY HEALTH SAVINGS PLAN | 403(b) | $48.2M | 735 | 2025 |
| #003 | MARGARET MARY HEALTH RETIREMENT PLAN | Profit-sharing | $18.7M | 859 | 2025 |
5 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | MARGARET MARY COMMUNITY HOSPITAL DENTAL PLAN | Fully insured | DELTA DENTAL OF INDIANA | $425K | 1,349 | 2025 |
| #501 | MARGARET MARY COMMUNITY HOSPITAL EMPLOYEE GROUP LIFE AND DISABILITY INSURANCE PLAN | Fully insured | SYMETRA LIFE INSURANCE COMPANY | $382K | 601 | 2025 |
| #510 | MARGARET MARY HEALTH NON-GRANDFATHERED EMPLOYEE HEALTH BENEFITS PLAN | Fully insured | UNITED HEALTHCARE INSURANCE COMPANY | $159K | 1,232 | 2025 |
| #515 | MARGARET MARY COMMUNITY HOSPITAL CRITICAL ILLNESS, ACCIDENT AND INDEMNITY PLAN | Fully insured | SYMETRA LIFE INSURANCE COMPANY | $120K | 560 | 2025 |
| #512 | MARGARET MARY COMMUNITY HOSPITAL VISION PLAN | Fully insured | VISION SERVICE PLAN | $77K | 451 | 2025 |