Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SWEDISHAMERICAN HEALTH SYSTEM
EIN 36-3241458Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$413.8M assets
Welfare
1
$45.4M premiums
Participants
9,775
1415 E. STATE STREET, SUITE 300 - ROCKFORD, IL 61104779-696-7314
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $413.8M assets / 6,175 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $45.4M premiums / 4,569 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$43.4M
- Prescription drug$43.4M
- Other$1.2M
- Life$720K
- Long-term disability$459K
- Vision$273K
Carrier market share
Premium dollars by Schedule A carrier
96%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION96%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
68%top
- THE HORTON GROUP68%
- BUSINESSSOLVER INC.17%
- MARSH & MCLENNAN AGENCY LLC9%
- BSC AGENCY LLC5%
- M3 INSURANCE SOLUTIONS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN
403b
Assets$402.2M
Participants6,012
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
SWEDISHAMERICAN 401(K) INCENTIVESAVER PLAN
401k
Assets$11.6M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
SWEDISHAMERICAN PERSONAL SOLUTIONS PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$45.4M
Covered lives4,569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SWEDISHAMERICAN 403(B) INCENTIVESAVER PLAN | 403b | $402.2M | 6,012 | 2024 | |
| 005 | SWEDISHAMERICAN 401(K) INCENTIVESAVER PLAN | 401k | $11.6M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | SWEDISHAMERICAN PERSONAL SOLUTIONS PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $45.4M | 4,569 | 2024 |
Retirement plans
Welfare plans