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Sponsor portfolioTH

ST. FRANCIS HEALTH SERVICES OF MORRIS

EIN 41-1484416-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$57.1M assets
Welfare
2
$10.5M premiums
Participants
6,309
801 NEVADA AVENUE, SUITE 100 - MORRIS, MN 56267320-589-2004LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#003ProfitSharing-$38.7M - 1,984 part#005403b-$18.3M - 2,478 part#502Fully Insured-$9.4M - 744 lives#501Mixed-$1.0M - 1,001 lives

Retirement portfolio analytics

2 plans aggregated / $57.1M assets / 4,462 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEES RETIREMENT PLAN (#003)68%
  • DEFERRED ANNUITY PLAN (#005)32%
Total $57.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $57.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#005)2,478
  • EMPLOYEES RETIREMENT PLAN (#003)1,984
Total 4,462Click row to drill in

Benefits portfolio analytics

2 plans / $10.5M premiums / 1,745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.4M
  • Prescription drug$9.4M
  • Dental$1.0M
  • Vision$1.0M
  • Life$1.0M
  • Short-term disability$1.0M
  • +2 more
Total $10.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Total $10.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • DIGITAL INSURANCE LLC46%
  • ALLIANT INSURANCE SERVICES, INC.26%
  • NATIONAL ENROLLMENT PARTNERS LLC22%
  • SABILITY LP6%
Total $416K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLAN

ProfitSharing

Assets$38.7M
Participants1,984
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ST. FRANCIS HEALTH SERVICES OF MORRIS TAX DEFERRED ANNUITY PLAN

403b

Assets$18.3M
Participants2,478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MINNESOTA

Premiums$9.4M
Covered lives744
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ST. FRANCIS HEALTH SERVICES EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives1,001
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ST. FRANCIS HEALTH SERVICES OF MORRIS EMPLOYEES RETIREMENT PLANProfitSharing$38.7M1,9842024
005ST. FRANCIS HEALTH SERVICES OF MORRIS TAX DEFERRED ANNUITY PLAN403b$18.3M2,4782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ST FRANCIS HEALTH SERVICES EMPLOYEE MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF MINNESOTA$9.4M7442025
501ST. FRANCIS HEALTH SERVICES EMPLOYEE HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.0M1,0012025
Retirement plans
Welfare plans
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