Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HEALTH CARE SERVICE CORPORATION, A MUTUAL LEGAL RESERVE CO.
EIN 36-1236610hospital & health careLatest filing 2025
Plans
8
Retirement
2
$6.67B assets
Welfare
6
$28.4M premiums
Participants
147,407
A02.012, 1001 E LOOKOUT DR - RICHARDSON, TX 750824144972-766-6192LinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $6.67B assets / 85,318 participantsParticipants by plan
Active + retired + deferred vested
- THE 401K PLAN (#005)46,212
Benefits portfolio analytics
6 plans / $28.4M premiums / 30,937 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.9M
- Prescription drug$3.8M
- Life$659K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- DEARBORN LIFE INSURANCE COMPANY6%
- MEDICAL MUTUAL0%
Broker market share
Schedule A broker compensation
100%top
- PATRIOT GROWTH INSURANCE SERVICES100%
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 EMPLOYEES PENSION PLAN
CashBalance
Assets$2.76B
Participants39,106
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 - HEALTH CARE SERVICE CORP/BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$10.3M
Covered lives4,224
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#507
JJT HOLDINGS, L.P. EMPLOYEE HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.1M
Covered lives118
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 EMPLOYEES PENSION PLAN | CashBalance | $2.76B | 39,106 | 2025 |
Welfare plans6
| 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 | HEALTH CARE SERVICE CORP/BLUE CROSS BLUE SHIELD OF ILLINOIS | $10.3M | 4,224 | 2025 | |
| 501 | SPCA OF TEXAS | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.4M | 187 | 2024 | |
| 507 | JJT HOLDINGS, L.P. EMPLOYEE HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.1M | 118 | 2025 | |
| 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 | 2025 |
Retirement plans
Welfare plans