Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COREWELL HEALTH
EIN 38-3382353Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$3.44B assets
Welfare
1
$668.0M premiums
Participants
103,867
100 MICHIGAN ST. NE - GRAND RAPIDS, MI 49503616-391-2543
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.44B assets / 46,003 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $668.0M premiums / 60,972 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$623.4M
- Prescription drug$623.4M
- Other$21.2M
- Life$18.9M
- Long-term disability$16.1M
- Vision$7.3M
Carrier market share
Premium dollars by Schedule A carrier
93%top
- PRIORITY HEALTH93%
- RELIASTAR LIFE INSURANCE COMPANY3%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
- ULLIANCE, INC.0%
- +3 more
Broker market share
Schedule A broker compensation
58%top
- CUSTOM BENEFIT PROGRAMS INC58%
- WINSTON FINANCIAL SERVICES24%
- STRATEGIC EMPLOYEE BENEFIT SERVICES8%
- MARSH & MCLENNAN AGENCY LLC6%
- AON CONSULTING INC3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SPECTRUM HEALTH SYSTEM 403(B) PLAN
403b
Assets$3.21B
Participants42,410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SPECTRUM HEALTH PENSION PLAN
TraditionalDB
Assets$229.3M
Participants3,593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560
COREWELL HEALTH BENEFIT PLAN
Mixed - PRIORITY HEALTH INSURANCE COMPANY
Premiums$668.0M
Covered lives60,972
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPECTRUM HEALTH SYSTEM 403(B) PLAN | 403b | $3.21B | 42,410 | 2024 | |
| 001 | SPECTRUM HEALTH PENSION PLAN | TraditionalDB | $229.3M | 3,593 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 560 | COREWELL HEALTH BENEFIT PLAN | Mixed | PRIORITY HEALTH INSURANCE COMPANY | $668.0M | 60,972 | 2024 |
Retirement plans
Welfare plans