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Sponsor portfolioTH

MEMORIAL HEALTH SYSTEM

EIN 37-1110690-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$852.9M assets
Welfare
1
$6.0M premiums
Participants
20,106
701 N. 1ST STREET - SPRINGFIELD, IL 62781217-788-3922memorial.healthLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$719.0M - 11,172 part#003403b-$133.9M - 1,843 part#501Mixed-$6.0M - 12,621 lives

Retirement portfolio analytics

2 plans aggregated / $852.9M assets / 13,015 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CONTRIBUTION RETIREMENT Saving... (#002)84%
  • HEALTH SYSTEM 403(B) (#003)16%
Total $852.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT Saving... (#002)11,172
  • HEALTH SYSTEM 403(B) (#003)1,843
Total 13,015Click row to drill in

Benefits portfolio analytics

1 plan / $6.0M premiums / 12,621 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.4M
  • Long-term disability$3.4M
  • Other$3.4M
  • Short-term disability$1.8M
  • Vision$826K
Total $6.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • METROPOLITAN LIFE INSURANCE COMPANY56%
  • HARTFORD LIFE AND ACCIDENT30%
  • EYEMED VISION CARE14%
Total $6.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • GALLAGHER BENEFIT SERVICES, INC.43%
  • BCINSOURCING, LLC32%
  • LOCKTON COMPANIES, LLC25%
Total $905K3 slices

Plan deep-dives

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

MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN

401k

Assets$719.0M
Participants11,172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MEMORIAL HEALTH SYSTEM 403(B) PLAN

403b

Assets$133.9M
Participants1,843
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEMORIAL HEALTH SYSTEM CONSOLIDATED WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$6.0M
Covered lives12,621
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEMORIAL HEALTH SYSTEM DEFINED CONTRIBUTION RETIREMENT SAVINGS PLAN401k$719.0M11,1722024
003MEMORIAL HEALTH SYSTEM 403(B) PLAN403b$133.9M1,8432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEMORIAL HEALTH SYSTEM CONSOLIDATED WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$6.0M12,6212024
Retirement plans
Welfare plans
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