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Sponsor portfolioTH

TRUMAN MEDICAL CENTERS

EIN 44-0661018-medical practice-Latest filing 2024
Plans
3
Retirement
2
$394.4M assets
Welfare
1
$2.8M premiums
Participants
12,430
2301 HOLMES STREET - KANSAS CITY, MO 64108816-404-1000LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#003403b-$296.7M - 6,080 part#002CashBalance-$97.7M - 2,099 part#501Mixed-$2.8M - 4,234 lives

Retirement portfolio analytics

2 plans aggregated / $394.4M assets / 8,179 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • UNIVERSITY HEALTH 403(B) (#003)75%
  • BALANCE RETIREMENT PLAN (#002)25%
Total $394.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNIVERSITY HEALTH 403(B) (#003)6,080
  • BALANCE RETIREMENT PLAN (#002)2,099
Total 8,179Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 4,234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.8M
  • Other$2.5M
  • Long-term disability$2.5M
Total $2.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • TRANSAMERICA LIFE INSURANCE COMPANY9%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • CBIZ BENEFITS & INSURANCE SERVICES50%
  • NATIONAL INSURANCE MARKETING BROKER42%
  • NATIONAL INSURANCEMARKETING BROKERS8%
Total $697K3 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

UNIVERSITY HEALTH 403(B) PLAN

403b

Assets$296.7M
Participants6,080
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$97.7M
Participants2,099
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY HEALTH EMPLOYEE HEALTH CARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.8M
Covered lives4,234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003UNIVERSITY HEALTH 403(B) PLAN403b$296.7M6,0802024
002TRUMAN MEDICAL CENTERS CASH BALANCE RETIREMENT PLANCashBalance$97.7M2,0992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY HEALTH EMPLOYEE HEALTH CARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.8M4,2342024
Retirement plans
Welfare plans
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