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Sponsor portfolioTH

HAZELDEN BETTY FORD FOUNDATION

EIN 41-0682405-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$139.4M assets
Welfare
1
$1.1M premiums
Participants
3,306
PO BOX 11 - CENTER CITY, MN 55012651-213-4900hazeldenbettyford.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$139.4M - 2,091 part#501Mixed-$1.1M - 1,351 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,351 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$959K
  • Life$672K
  • Long-term disability$672K
  • Vision$121K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
  • VISION SERVICE PLAN11%
  • VITAL WORKLIFE7%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • LOCKTON COMPANIES, LLC60%
  • GALLAGHER BENEFIT SERVICES, INC.40%
Total $82K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HAZELDEN BETTY FORD FOUNDATION RETIREMENT SAVINGS PLAN

401k

Assets$139.4M
Participants2,091
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAZELDEN BETTY FORD FOUNDATION WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,351
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAZELDEN BETTY FORD FOUNDATION RETIREMENT SAVINGS PLAN401k$139.4M2,0912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAZELDEN BETTY FORD FOUNDATION WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.1M1,3512025
Retirement plans
Welfare plans
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