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Sponsor portfolioTH

STEVENS COMMUNITY MEDICAL CENTER

EIN 36-3311936-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$41.7M assets
Welfare
1
$244K premiums
Participants
871
400 EAST 1ST STREET - MORRIS, MN 56267320-589-7646scmcinc.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$28.5M - 372 part#001MoneyPurchase-$13.2M - 260 part#501Mixed-$244K - 239 lives

Retirement portfolio analytics

2 plans aggregated / $41.7M assets / 632 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • MEDICAL CENTER 403(B) (#002)68%
  • MONEY PURCHASE PENSION (#001)32%
Total $41.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
68%top
  • ALERUS FINANCIAL, N.A.68%
  • JOHN HANCOCK LIFE INSURANCE COMPANY32%
Total $41.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL CENTER 403(B) (#002)372
  • MONEY PURCHASE PENSION (#001)260
Total 632Click row to drill in

Benefits portfolio analytics

1 plan / $244K premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$244K
  • Short-term disability$244K
  • Long-term disability$244K
  • Other$244K
Total $244K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $244K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STEVENS COMMUNITY MEDICAL CENTER 403(B) PLAN

403b

Assets$28.5M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STEVENS COMMUNITY MEDICAL CENTER MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$13.2M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STEVENS COMMUNITY MEDICAL CENTER WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$244K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002STEVENS COMMUNITY MEDICAL CENTER 403(B) PLAN403b$28.5M3722024
001STEVENS COMMUNITY MEDICAL CENTER MONEY PURCHASE PENSION PLANMoneyPurchase$13.2M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STEVENS COMMUNITY MEDICAL CENTER WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$244K2392025
Retirement plans
Welfare plans
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