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MERCY HEALTH CORPORATION

EIN 47-2158680-hospital & health care-Latest filing 2024
Plans
8
Retirement
3
$975.6M assets
Welfare
5
$5.7M premiums
Participants
35,344
3401 N. PERRYVILLE ROAD, SUITE 303 - ROCKFORD, IL 61114608-756-6804LinkedIn1-10 employeeshospital & health care
Plans on this EIN
8 filings
#003403b-$827.7M - 12,559 part#002401k-$147.9M - 1,770 part#001TraditionalDB-$5K - 0 part#507Fully Insured-$2.2M - 5,382 lives#508Fully Insured-$1.8M - 3,067 lives#509Fully Insured-$1.7M - 4,521 lives#504Self Funded-0 lives#506Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $975.6M assets / 14,329 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYEES RETIREMENT PLAN (#003)85%
  • SYSTEM RETIREMENT PLAN (#002)15%
  • SYSTEM BASIC PENSION (#001)0%
Total $975.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
  • (Not disclosed)0%
Total $975.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES RETIREMENT PLAN (#003)12,559
  • SYSTEM RETIREMENT PLAN (#002)1,770
Total 14,329Click row to drill in

Benefits portfolio analytics

5 plans / $5.7M premiums / 12,970 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.2M
  • Other$2.2M
  • Short-term disability$1.8M
  • Long-term disability$1.7M
Total $5.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $5.7M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BRENT RUSSELL ROHLIK100%
Total $477K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN

403b

Assets$827.7M
Participants12,559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROCKFORD HEALTH SYSTEM RETIREMENT PLAN

401k

Assets$147.9M
Participants1,770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROCKFORD HEALTH SYSTEM BASIC PENSION PLAN

TraditionalDB

Assets$5K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

MERCY HEALTH CORPORATION EMPLOYEES' LIFE INSURANCE PLAN

Fully Insured - GUARDIAN

Premiums$2.2M
Covered lives5,382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

MERCY HEALTH CORPORATION EMPLOYEES' SHORT TERM DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$1.8M
Covered lives3,067
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

MERCY HEALTH CORPORATION EMPLOYEES' LONG TERM DISABILITY PLAN

Fully Insured - GUARDIAN

Premiums$1.7M
Covered lives4,521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MERCY HEALTH CORPORATION EMPLOYEES' DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

MERCY HEALTH CORPORATION EMPLOYEES' HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN403b$827.7M12,5592024
002ROCKFORD HEALTH SYSTEM RETIREMENT PLAN401k$147.9M1,7702024
001ROCKFORD HEALTH SYSTEM BASIC PENSION PLANTraditionalDB$5K02024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
507MERCY HEALTH CORPORATION EMPLOYEES' LIFE INSURANCE PLANFully InsuredGUARDIAN$2.2M5,3822024
508MERCY HEALTH CORPORATION EMPLOYEES' SHORT TERM DISABILITY PLANFully InsuredGUARDIAN$1.8M3,0672024
509MERCY HEALTH CORPORATION EMPLOYEES' LONG TERM DISABILITY PLANFully InsuredGUARDIAN$1.7M4,5212024
504MERCY HEALTH CORPORATION EMPLOYEES' DENTAL PLANSelf Funded-$002024
506MERCY HEALTH CORPORATION EMPLOYEES' HEALTH PLANSelf Funded-$002024
Retirement plans
Welfare plans
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