Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolioTH
HEALTH CARE SERVICE CORPORATION, A MUTUTAL LEGAL RESERVE CO.
EIN 36-1236610hospital & health careLatest filing 2024
Plans
7
Retirement
2
$6.46B assets
Welfare
5
$28.0M premiums
Participants
135,791
A02.012, 1001 E LOOKOUT DR - RICHARDSON, TX 750824144972-766-6192LinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $6.46B assets / 79,096 participantsParticipants by plan
Active + retired + deferred vested
- THE 401K PLAN (#005)46,212
Benefits portfolio analytics
5 plans / $28.0M premiums / 30,768 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$16.0M
- Long-term disability$15.6M
- Other$15.6M
- Health$8.4M
- Prescription drug$5.2M
Carrier market share
Premium dollars by Schedule A carrier
57%top
- DEARBORN LIFE INSURANCE COMPANY57%
- BLUE CROSS OF CALIFORNIA43%
- MEDICAL MUTUAL0%
- HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
THE 401K PLAN
401k
Assets$3.92B
Participants46,212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE HCSC EMPLOYEE PENSION PLAN
CashBalance
Assets$2.54B
Participants32,884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE PLAN
Mixed - DEARBORN NATIONALLIFE
Premiums$15.6M
Covered lives26,408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
HCSC POST RETIREMENT BENEFIT PLAN
Mixed - HEALTHCARE SERVICE CORP/BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$11.0M
Covered lives4,173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SPCA OF TEXAS
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.4M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
HEALTH CARE SERVICE CORPORATION SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
HEALTH CARE SERVICE CORPORATION MASTER FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | THE 401K PLAN | 401k | $3.92B | 46,212 | 2024 | |
| 004 | THE HCSC EMPLOYEE PENSION PLAN | CashBalance | $2.54B | 32,884 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HEALTH CARE SERVICE CORPORATION EMPLOYEES WELFARE PLAN | Mixed | DEARBORN NATIONALLIFE | $15.6M | 26,408 | 2024 | |
| 512 | HCSC POST RETIREMENT BENEFIT PLAN | Mixed | HEALTHCARE SERVICE CORP/BLUE CROSS BLUE SHIELD OF ILLINOIS | $11.0M | 4,173 | 2024 | |
| 501 | SPCA OF TEXAS | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.4M | 187 | 2024 | |
| 505 | HEALTH CARE SERVICE CORPORATION SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 522 | HEALTH CARE SERVICE CORPORATION MASTER FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans