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Sponsor portfolio

SAMARITAN BETHANY, INC.

EIN 41-1373420-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$5.8M assets
Welfare
2
$6K premiums
Participants
502
101 7TH STREET NW, P.O. BOX 5947 - ROCHESTER, MN 559035947507-289-5042samaritanbethany.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$5.8M - 292 part#502Fully Insured-$6K - 101 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $6K premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$6K
  • Other$6K
Total $6K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $6K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • FK BENEFITS LLC100%
Total $9121 slice

Plan deep-dives

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

SAMARITAN BETHANY, INC. 403(B) RETIREMENT PLAN

403b

Assets$5.8M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SAMARITAN BETHANY, INC. EMPLOYEE LIFE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$6K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SAMARITAN BETHANY, INC. EMPLOYEE DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAMARITAN BETHANY, INC. 403(B) RETIREMENT PLAN403b$5.8M2922024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SAMARITAN BETHANY, INC. EMPLOYEE LIFE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$6K1012025
503SAMARITAN BETHANY, INC. EMPLOYEE DENTAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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