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Sponsor portfolio

BETHANY ST. JOSEPH CORPORATION

EIN 51-0201995-hospital & health care-Latest filing 2024
Plans
3
Retirement
1
$19.4M assets
Welfare
2
$1.6M premiums
Participants
717
2501 SHELBY ROAD - LA CROSSE, WI 54601608-788-5700bsjcorp.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$19.4M - 322 part#501Mixed-$1.6M - 254 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $1.6M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Life$23K
  • Vision$11K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION98%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • PRINCIPAL LIFE INSURANCE COMPANY0%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • USI INSURANCE SERVICES LLC75%
  • M3 INSURANCE SOLUTIONS INC25%
Total $31K2 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

BETHANY ST. JOSEPH CORPORATION RETIREMENT PLAN

403b

Assets$19.4M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BETHANY ST. JOSEPH CORPORATION COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.6M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE BETHANY-ST. JOSEPH CORPORATION HEALTH REIMBURSEMENT PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BETHANY ST. JOSEPH CORPORATION RETIREMENT PLAN403b$19.4M3222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BETHANY ST. JOSEPH CORPORATION COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.6M2542024
502THE BETHANY-ST. JOSEPH CORPORATION HEALTH REIMBURSEMENT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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