PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MARGARET MARY COMMUNITY HOSPITAL
Sponsor portfolioTH

MARGARET MARY COMMUNITY HOSPITAL

EIN 35-6067049-medical practice-Latest filing 2025
Plans
7
Retirement
2
$59.3M assets
Welfare
5
$1.2M premiums
Participants
3,902
321 MITCHELL AVENUE - BATESVILLE, IN 470060226812-934-6624LinkedIn501-1000 employeesmedical practice
Plans on this EIN
7 filings
#004403b-$42.3M - 958 part#003ProfitSharing-$17.0M - 735 part#511Fully Insured-$425K - 1,349 lives#501Fully Insured-$382K - 601 lives#510Fully Insured-$159K - 1,232 lives#515Fully Insured-$120K - 560 lives#512Fully Insured-$77K - 451 lives

Retirement portfolio analytics

2 plans aggregated / $59.3M assets / 1,693 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • MARY HEALTH Savings (#004)71%
  • HEALTH RETIREMENT PLAN (#003)29%
Total $59.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MARY HEALTH Savings (#004)958
  • HEALTH RETIREMENT PLAN (#003)735
Total 1,693Click row to drill in

Benefits portfolio analytics

5 plans / $1.2M premiums / 4,193 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$502K
  • Dental$425K
  • Life$382K
  • Short-term disability$382K
  • Long-term disability$382K
  • Health$159K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • SYMETRA LIFE INSURANCE COMPANY43%
  • DELTA DENTAL OF CALIFORNIA37%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
  • UNIFIED LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN7%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • GALLAGHER BENEFIT SERVICES, INC.67%
  • VHA MID-AMERICA INSURANCE SERVICES14%
  • GREGORY & APPEL, INC.12%
  • VHA MID AMERICA INSURANCE SERV4%
  • WATCHTOWER TECHNOLOGIES INC2%
  • +1 more
Total $134K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MARGARET MARY HEALTH SAVINGS PLAN

403b

Assets$42.3M
Participants958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MARGARET MARY HEALTH RETIREMENT PLAN

ProfitSharing

Assets$17.0M
Participants735
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

MARGARET MARY COMMUNITY HOSPITAL DENTAL PLAN

Fully Insured - DELTA DENTAL OF INDIANA

Premiums$425K
Covered lives1,349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MARGARET MARY COMMUNITY HOSPITAL EMPLOYEE GROUP LIFE AND DISABILITY INSURANCE PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$382K
Covered lives601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

MARGARET MARY HEALTH NON-GRANDFATHERED EMPLOYEE HEALTH BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$159K
Covered lives1,232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

MARGARET MARY COMMUNITY HOSPITAL CRITICAL ILLNESS, ACCIDENT AND INDEMNITY PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$120K
Covered lives560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

MARGARET MARY COMMUNITY HOSPITAL VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$77K
Covered lives451
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004MARGARET MARY HEALTH SAVINGS PLAN403b$42.3M9582024
003MARGARET MARY HEALTH RETIREMENT PLANProfitSharing$17.0M7352024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
511MARGARET MARY COMMUNITY HOSPITAL DENTAL PLANFully InsuredDELTA DENTAL OF INDIANA$425K1,3492025
501MARGARET MARY COMMUNITY HOSPITAL EMPLOYEE GROUP LIFE AND DISABILITY INSURANCE PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$382K6012025
510MARGARET MARY HEALTH NON-GRANDFATHERED EMPLOYEE HEALTH BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$159K1,2322025
515MARGARET MARY COMMUNITY HOSPITAL CRITICAL ILLNESS, ACCIDENT AND INDEMNITY PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$120K5602025
512MARGARET MARY COMMUNITY HOSPITAL VISION PLANFully InsuredVISION SERVICE PLAN$77K4512025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica