PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. HENRY FORD HEALTH SYSTEM
Sponsor portfolioTH

HENRY FORD HEALTH SYSTEM

EIN 38-1357020-medical practice-Latest filing 2024
Plans
7
Retirement
4
$4.20B assets
Welfare
3
$38.6M premiums
Participants
121,631
ONE FORD PLACE, 4E - DETROIT, MI 482023450313-876-8495LinkedIn1-10 employeesmedical practice
Plans on this EIN
7 filings
#005ProfitSharing-$1.84B - 18,638 part#014403b-$1.41B - 16,675 part#016403b-$932.2M - 41,205 part#004TraditionalDB-$16.8M - 219 part#507Mixed-$38.6M - 36,407 lives#508Fully Insured-$70K - 76 lives#510Unknown-0 lives

Retirement portfolio analytics

4 plans aggregated / $4.20B assets / 76,737 participants

Assets by plan

Share of aggregate retirement assets

44%top
  • SYSTEM RETIREMENT Savings (#005)44%
  • SYSTEM HERITAGE 403(B) (#014)34%
  • SYSTEM AMBASSADOR 403(B) (#016)22%
  • COLLECTIVELY BARGAINED EMPLOYE... (#004)0%
Total $4.20BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $4.20BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEM AMBASSADOR 403(B) (#016)41,205
  • SYSTEM RETIREMENT Savings (#005)18,638
  • SYSTEM HERITAGE 403(B) (#014)16,675
  • COLLECTIVELY BARGAINED EMPLOYE... (#004)219
Total 76,737Click row to drill in

Benefits portfolio analytics

3 plans / $38.6M premiums / 36,483 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$13.2M
  • Short-term disability$12.6M
  • Life$10.5M
  • Other$1.9M
  • Vision$307K
  • Health$70K
  • +1 more
Total $38.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • VISION SERVICE PLAN1%
  • HEALTH ALLIANCE PLAN0%
Total $38.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • CATALYST SOLUTIONS GROUP74%
  • MARSH & MCLENNAN AGENCY LLC18%
  • M FINANCIAL HOLDINGS INC6%
  • FLYNN & CO EMPLOYEE BENEFIT SERVICE3%
Total $823K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

HENRY FORD HEALTH SYSTEM RETIREMENT SAVINGS PLAN

ProfitSharing

Assets$1.84B
Participants18,638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

HENRY FORD HEALTH SYSTEM HERITAGE 403(B) PLAN

403b

Assets$1.41B
Participants16,675
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

HENRY FORD HEALTH SYSTEM AMBASSADOR 403(B) PLAN

403b

Assets$932.2M
Participants41,205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

HENRY FORD MEDICAL CENTER UNION FACILITIES RETIREMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

TraditionalDB

Assets$16.8M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

HENRY FORD HEALTH SYSTEM WELFARE BENEFIT PLANS

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$38.6M
Covered lives36,407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

HENRY FORD HEALTH SYSTEM MEDICAL PLAN FOR RETIREES

Fully Insured - HEALTH ALLIANCE PLAN

Premiums$70K
Covered lives76
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE HENRY FORD HEALTH SYSTEM RETIREE HEALTH REIMBURSEMENT ARRANGEMENT

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
005HENRY FORD HEALTH SYSTEM RETIREMENT SAVINGS PLANProfitSharing$1.84B18,6382024
014HENRY FORD HEALTH SYSTEM HERITAGE 403(B) PLAN403b$1.41B16,6752024
016HENRY FORD HEALTH SYSTEM AMBASSADOR 403(B) PLAN403b$932.2M41,2052024
004HENRY FORD MEDICAL CENTER UNION FACILITIES RETIREMENT PLAN FOR COLLECTIVELY BARGAINED EMPLOYEESTraditionalDB$16.8M2192024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
507HENRY FORD HEALTH SYSTEM WELFARE BENEFIT PLANSMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$38.6M36,4072024
508HENRY FORD HEALTH SYSTEM MEDICAL PLAN FOR RETIREESFully InsuredHEALTH ALLIANCE PLAN$70K762024
510THE HENRY FORD HEALTH SYSTEM RETIREE HEALTH REIMBURSEMENT ARRANGEMENTUnknown-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica