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Sponsor portfolioTH

MOSAIC HEALTH SYSTEM

EIN 43-1283316-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$508.3M assets
Welfare
1
$4.1M premiums
Participants
9,602
5325 FARAON STREET - ST. JOSEPH, MO 64506816-271-7070
Plans on this EIN
2 filings
#002401k-$508.3M - 6,281 part#501Mixed-$4.1M - 4,095 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 4,095 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Life$2.5M
  • Short-term disability$2.3M
  • Long-term disability$2.3M
  • Vision$438K
Total $4.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
  • RELIASTAR LIFE INSURANCE COMPANY29%
  • VISION SERVICE PLAN11%
  • AFLAC5%
  • HARTFORD LIFE AND ACCIDENT0%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • LOCKTON COMPANIES, LLC68%
  • BCINSOURCING, LLC30%
  • T2B SOLUTIONS INC.2%
Total $667K3 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$508.3M
Participants6,281
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 - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives4,095
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MOSAIC HEALTH SYSTEM 401(K) RETIREMENT PLAN401k$508.3M6,2812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOSAIC HEALTH SYSTEM COMPREHENSIVE EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$4.1M4,0952025
Retirement plans
Welfare plans
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