Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MERITER HEALTH SERVICES, INC.
EIN 39-1412318hospital & health careLatest filing 2024
Plans
3
Retirement
2
$527.1M assets
Welfare
1
$38.1M premiums
Participants
10,130
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $527.1M assets / 7,273 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $38.1M premiums / 4,352 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$37.8M
- Vision$170K
- Dental$149K
Carrier market share
Premium dollars by Schedule A carrier
99%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION99%
- FIDELITY SECURITY LIFE INSURANCE COMPANY0%
- DELTA DENTAL OF CALIFORNIA0%
- AMERICAN DENTAL PLAN OF WISCONSIN, INC.0%
Broker market share
Schedule A broker compensation
65%top
- MERCER HEALTH AND BENEFITS, LLC65%
- HOLMES MURPHY & ASSOCIATES35%
- QUARTZ HEALTH SOLUTIONS INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MERITER 401(K) PLAN
401k
Assets$334.6M
Participants4,718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN
CashBalance
Assets$192.4M
Participants2,555
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
UNITYPOINT HEALTH-MERITER EMPLOYEE BENEFITS PLAN
Mixed - QUARTZ HEALTH SOLUTIONS
Premiums$38.1M
Covered lives4,352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MERITER 401(K) PLAN | 401k | $334.6M | 4,718 | 2024 | |
| 002 | MERITER HEALTH SERVICES EMPLOYEE RETIREMENT PLAN | CashBalance | $192.4M | 2,555 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | UNITYPOINT HEALTH-MERITER EMPLOYEE BENEFITS PLAN | Mixed | QUARTZ HEALTH SOLUTIONS | $38.1M | 4,352 | 2024 |
Retirement plans
Welfare plans