Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MEMORIAL HOSPITAL ASSOCIATION
EIN 37-0684691medical practiceLatest filing 2025
Plans
5
Retirement
2
$16.2M assets
Welfare
3
$1.1M premiums
Participants
1,897
Retirement portfolio analytics
2 plans aggregated / $16.2M assets / 954 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.1M premiums / 943 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$757K
- Dental$207K
- Vision$207K
- Life$140K
- Long-term disability$140K
- Other$140K
Carrier market share
Premium dollars by Schedule A carrier
99%top
- SUN LIFE ASSURANCE COMPANY OF CANADA99%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
73%top
- DANONE SIMPSON INSURANCE SERVICES73%
- GIS BENEFITS INC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
MEMORIAL HOSPITAL EMPLOYEE'S TAX DEFERRED ANNUITY PLAN
403b
Assets$12.3M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
MEMORIAL HOSPITAL EMPLOYEE'S PENSION PLAN
OtherDC
Assets$3.8M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MEMORIAL HOSPITAL HEALTH PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$757K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
MEMORIAL HOSPITAL EMPLOYEES GROUP DENTAL AND VISION PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$207K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
MEMORIAL HOSPITAL EMPLOYEES' GROUP LIFE PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$140K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | MEMORIAL HOSPITAL EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | 403b | $12.3M | 484 | 2024 | |
| 004 | MEMORIAL HOSPITAL EMPLOYEE'S PENSION PLAN | OtherDC | $3.8M | 470 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MEMORIAL HOSPITAL HEALTH PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $757K | 217 | 2025 | |
| 505 | MEMORIAL HOSPITAL EMPLOYEES GROUP DENTAL AND VISION PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $207K | 363 | 2025 | |
| 504 | MEMORIAL HOSPITAL EMPLOYEES' GROUP LIFE PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $140K | 363 | 2025 |
Retirement plans
Welfare plans