Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolioTH
MAYO CLINIC
EIN 41-6011702hospital & health careLatest filing 2025
Plans
4
Retirement
2
$26.91B assets
Welfare
2
$78.6M premiums
Participants
297,558
200 FIRST STREET SW - ROCHESTER, MN 55905507-538-1700mayoclinic.orgLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $26.91B assets / 206,440 participantsParticipants by plan
Active + retired + deferred vested
- MAYO 403(B) (#002)112,693
- MAYO PENSION (#001)93,747
Benefits portfolio analytics
2 plans / $78.6M premiums / 96,402 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$53.6M
- Other$18.6M
- Vision$6.4M
- Long-term disability$351K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA87%
- FIDELITY SECURITY LIFE INSURANCE COMPANY8%
- ARAG INSURANCE COMPANY5%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
81%top
- BROWN & BROWN INSURANCE SERVICES81%
- WILLIS TOWERS WATSON US LLC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MAYO 403(B) PLAN
403b
Assets$15.09B
Participants112,693
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MAYO PENSION PLAN
TraditionalDB
Assets$11.82B
Participants93,747
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MAYO CLINIC HEALTH & WELFARE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$78.6M
Covered lives96,402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524
MAYO CLINIC RETIREE HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAYO 403(B) PLAN | 403b | $15.09B | 112,693 | 2025 | |
| 001 | MAYO PENSION PLAN | TraditionalDB | $11.82B | 93,747 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MAYO CLINIC HEALTH & WELFARE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $78.6M | 96,402 | 2025 | |
| 524 | MAYO CLINIC RETIREE HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans