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Sponsor portfolio

PHELPS MEMORIAL HEALTH CENTER

EIN 47-0481628-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$236K premiums
Participants
738
1215 TIBBALS STREET - HOLDREGE, NE 68949308-995-2842phelpsmemorial.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#004403b-$22.8M - 399 part#506Mixed-$236K - 345 lives

Benefits portfolio analytics

1 plan / $236K premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$236K
  • Life$141K
  • Long-term disability$141K
Total $236K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HARTFORD LIFE AND ACCIDENT60%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY36%
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.4%
Total $236K3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • VIZIENT INSURANCE SERVICES LLC52%
  • GALLAGHER BENEFIT SERVICES, INC.46%
  • TIM OLSON INC2%
Total $35K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

PHELPS MEMORIAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN

403b

Assets$22.8M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PHELPS MEMORIAL HEALTH CENTER EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$236K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004PHELPS MEMORIAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN403b$22.8M3992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PHELPS MEMORIAL HEALTH CENTER EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$236K3452025
Retirement plans
Welfare plans
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