Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BEACON HEALTH SYSTEM, INC.
EIN 45-3864076hospital & health careLatest filing 2024
Plans
7
Retirement
2
$753.7M assets
Welfare
5
$6.4M premiums
Participants
29,958
615 N MICHIGAN ST - SOUTH BEND, IN 46601574-647-6508beaconhealthsystem.orgLinkedIn5001-10000 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $753.7M assets / 12,682 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $6.4M premiums / 12,096 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$3.7M
- Vision$3.7M
- Life$2.7M
- Short-term disability$2.7M
- Long-term disability$2.7M
Carrier market share
Premium dollars by Schedule A carrier
57%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY43%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
56%top
- GALLAGHER BENEFIT SERVICES, INC.56%
- ACRISURE LLC33%
- TONY RICE11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BEACON RETIREMENT SAVINGS 403(B) PLAN
403b
Assets$694.9M
Participants10,766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BEACON RETIREMENT SAVINGS 401(A) PLAN
401k
Assets$58.8M
Participants1,916
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.7M
Covered lives4,874
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
LIFE AND LONG TERM DISABILITY PLAN
Fully Insured - LINCOLN FINANCIAL GROUP
Premiums$2.7M
Covered lives6,444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
EDUCATION ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ADOPTION ASSISTANCE
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
TRAVEL ACCIDENT INSURANCE
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$0
Covered lives778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BEACON RETIREMENT SAVINGS 403(B) PLAN | 403b | $694.9M | 10,766 | 2024 | |
| 004 | BEACON RETIREMENT SAVINGS 401(A) PLAN | 401k | $58.8M | 1,916 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.7M | 4,874 | 2024 | |
| 502 | LIFE AND LONG TERM DISABILITY PLAN | Fully Insured | LINCOLN FINANCIAL GROUP | $2.7M | 6,444 | 2024 | |
| 505 | EDUCATION ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 | |
| 507 | ADOPTION ASSISTANCE | Unknown | - | $0 | 0 | 2024 | |
| 509 | TRAVEL ACCIDENT INSURANCE | Fully Insured | HARTFORD LIFE AND ACCIDENT | $0 | 778 | 2024 |
Retirement plans
Welfare plans