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Sponsor portfolioTH

COMMUNITY MEMORIAL HOSPITAL ASSOCIATION

EIN 41-0743546-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$43.0M assets
Welfare
1
$407K premiums
Participants
1,362
512 SKYLINE BOULEVARD - CLOQUET, MN 55720218-878-4641cloquethospital.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001MoneyPurchase-$22.5M - 441 part#005403b-$20.5M - 518 part#503Mixed-$407K - 498 lives

Retirement portfolio analytics

2 plans aggregated / $43.0M assets / 959 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • MONEY PURCHASE PLAN (#001)52%
  • HOSPITAL ASSOCIATION 403(B) (#005)48%
Total $43.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ALERUS FINANCIAL, N.A.100%
Total $43.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOSPITAL ASSOCIATION 403(B) (#005)518
  • MONEY PURCHASE PLAN (#001)441
Total 959Click row to drill in

Benefits portfolio analytics

1 plan / $407K premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$210K
  • Other$179K
  • Life$115K
  • Long-term disability$115K
  • Short-term disability$59K
  • Vision$18K
Total $407K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • DELTA DENTAL OF CALIFORNIA52%
  • STANDARD INSURANCE COMPANY28%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $407K5 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • USI INSURANCE SERVICES LLC60%
  • RELIABLE AGENCY, INC.29%
  • NATIONAL ENROLLMENT PARTNERS LLC3%
  • JACQUELINE BARTHELEMY3%
  • ASHLEY MARIA HOUTMAN3%
  • +3 more
Total $72K8 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

COMMUNITY MEMORIAL HOSPITAL ASSOCIATION MONEY PURCHASE PLAN

MoneyPurchase

Assets$22.5M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

COMMUNITY MEMORIAL HOSPITAL ASSOCIATION 403(B) PLAN

403b

Assets$20.5M
Participants518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COMMUNITY MEMORIAL HOSPITAL ASSOCIATION EMPLOYEE BENEFIT PLAN

Mixed - DELTA DENTAL OF MINNESOTA

Premiums$407K
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY MEMORIAL HOSPITAL ASSOCIATION MONEY PURCHASE PLANMoneyPurchase$22.5M4412024
005COMMUNITY MEMORIAL HOSPITAL ASSOCIATION 403(B) PLAN403b$20.5M5182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COMMUNITY MEMORIAL HOSPITAL ASSOCIATION EMPLOYEE BENEFIT PLANMixedDELTA DENTAL OF MINNESOTA$407K4982025
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