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  2. TUFTS MEDICINE, INC.
Sponsor portfolioTH

TUFTS MEDICINE, INC.

EIN 47-2250732-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$1.21B assets
Welfare
1
$5.3M premiums
Participants
27,866
800 DISTRICT AVE, STE 520 - BURLINGTON, MA 01803978-942-2220tuftsmedicine.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$991.9M - 15,751 part#002CashBalance-$219.8M - 2,021 part#501Mixed-$5.3M - 14,832 lives

Retirement portfolio analytics

2 plans aggregated / $1.21B assets / 17,772 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • 403(B) RETIREMENT PLAN (#001)82%
  • TUFTS MEDICINE, INC. (#002)18%
Total $1.21BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#001)15,751
  • TUFTS MEDICINE, INC. (#002)2,021
Total 17,772Click row to drill in

Benefits portfolio analytics

1 plan / $5.3M premiums / 14,832 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Life$2.2M
  • Long-term disability$1.5M
  • Short-term disability$1.2M
  • Vision$771K
Total $5.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA41%
  • HARTFORD LIFE AND ACCIDENT29%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY15%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • ESI EMPLOYEE ASSISTANCE GROUP4%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • WILLIS TOWERS WATSON US LLC53%
  • MERCER HEALTH AND BENEFITS, LLC47%
Total $418K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN

401k

Assets$991.9M
Participants15,751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONSOLIDATED PENSION PLAN OF TUFTS MEDICINE, INC.

CashBalance

Assets$219.8M
Participants2,021
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TUFTS MEDICINE CORPORATE HEALTH AND WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$5.3M
Covered lives14,832
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN401k$991.9M15,7512024
002CONSOLIDATED PENSION PLAN OF TUFTS MEDICINE, INC.CashBalance$219.8M2,0212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TUFTS MEDICINE CORPORATE HEALTH AND WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$5.3M14,8322024
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