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Sponsor portfolioTH

MOSAIC HEALTH SYSTEM

EIN 43-1283316-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$453.2M assets
Welfare
1
$3.9M premiums
Participants
9,159
5325 FARAON STREET - ST. JOSEPH, MO 64506816-271-7070
Plans on this EIN
2 filings
#002401k-$453.2M - 5,934 part#501Mixed-$3.9M - 5,324 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 5,324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.1M
  • Long-term disability$719K
  • Short-term disability$513K
  • Vision$455K
Total $3.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
  • RELIASTAR LIFE INSURANCE COMPANY28%
  • VISION SERVICE PLAN12%
  • AFLAC5%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LOCKTON COMPANIES, LLC71%
  • BCINSOURCING, LLC28%
  • T2B SOLUTIONS INC.2%
Total $591K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN

401k

Assets$453.2M
Participants5,934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOSAIC HEALTH SYSTEM COMPREHENSIVE EMPLOYEE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$3.9M
Covered lives5,324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN401k$453.2M5,9342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOSAIC HEALTH SYSTEM COMPREHENSIVE EMPLOYEE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$3.9M5,3242024
Retirement plans
Welfare plans
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