Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $189.3M assets / 7,726 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.3M premiums / 3,659 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
401(k)
Traditional DB
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SHEPPARD PRATT HEALTH SYSTEM 403(B) RETIREMENT PLAN | 403(b) | $156.6M | 5,580 | 2025 |
| #002 | SHEPPARD PRATT HEALTH SYSTEM THRIFT PLAN | 401(k) | $32.7M | 2,146 | 2025 |
| #001 | SHEPPARD PRATT HEALTH SYSTEM PENSION PLAN | Traditional DB | $635 | 0 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SHEPPARD PRATT LIFE, ACCIDENT AND HEALTH PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.3M | 3,659 | 2025 |