Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MUNSON HEALTHCARE
EIN 38-2640544hospital & health careLatest filing 2025
Plans
4
Retirement
3
$980.8M assets
Welfare
1
$80.4M premiums
Participants
28,361
1105 SIXTH STREET - TRAVERSE CITY, MI 49684231-935-7777bfarlaw.comLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $980.8M assets / 21,801 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- (Not disclosed)62%
- TRANSAMERICA RETIREMENT SOLUTIONS38%
Participants by plan
Active + retired + deferred vested
- MUNSON 403(B) (#003)9,708
- MUNSON 401(K) (#001)9,470
Benefits portfolio analytics
1 plan / $80.4M premiums / 11,768 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$78.6M
- Health$72.2M
- Prescription drug$72.2M
- Life$6.1M
- Short-term disability$6.1M
- Long-term disability$6.1M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- PRIORITY HEALTH90%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MUNSON 403(B) PLAN
403b
Assets$485.7M
Participants9,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MUNSON RETIREMENT PLAN
TraditionalDB
Assets$371.2M
Participants2,623
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MUNSON 401(K) PLAN
401k
Assets$123.9M
Participants9,470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
MUNSON HEALTH AND WELFARE PLAN
Mixed - PRIORITY HEALTH
Premiums$80.4M
Covered lives11,768
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MUNSON 403(B) PLAN | 403b | $485.7M | 9,708 | 2024 | |
| 002 | MUNSON RETIREMENT PLAN | TraditionalDB | $371.2M | 2,623 | 2024 | |
| 001 | MUNSON 401(K) PLAN | 401k | $123.9M | 9,470 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | MUNSON HEALTH AND WELFARE PLAN | Mixed | PRIORITY HEALTH | $80.4M | 11,768 | 2025 |
Retirement plans
Welfare plans