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Sponsor portfolioTH

SHEPPARD PRATT HEALTH SYSTEM

EIN 52-0591684-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$189.3M assets
Welfare
1
$1.3M premiums
Participants
11,331
6501 N CHARLES ST - BALTIMORE, MD 21204410-938-3317
Plans on this EIN
4 filings
#003403b-$156.6M - 5,580 part#002401k-$32.7M - 2,146 part#001TraditionalDB-$635 - 0 part#501Mixed-$1.3M - 3,659 lives

Retirement portfolio analytics

3 plans aggregated / $189.3M assets / 7,726 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • 403(B) RETIREMENT PLAN (#003)83%
  • SYSTEM THRIFT PLAN (#002)17%
  • HEALTH SYSTEM PENSION (#001)0%
Total $189.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#003)5,580
  • SYSTEM THRIFT PLAN (#002)2,146
Total 7,726Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 3,659 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$628K
  • Life$533K
  • Other$533K
  • Dental$162K
Total $1.3M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
  • UNITED CONCORDIA INSURANCE COMPANY12%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • ALLEGEANT LLC56%
  • WILLIS TOWERS WATSON US LLC44%
Total $37K2 slices

Plan deep-dives

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

SHEPPARD PRATT HEALTH SYSTEM 403(B) RETIREMENT PLAN

403b

Assets$156.6M
Participants5,580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SHEPPARD PRATT HEALTH SYSTEM THRIFT PLAN

401k

Assets$32.7M
Participants2,146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHEPPARD PRATT HEALTH SYSTEM PENSION PLAN

TraditionalDB

Assets$635
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHEPPARD PRATT LIFE, ACCIDENT AND HEALTH PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives3,659
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SHEPPARD PRATT HEALTH SYSTEM 403(B) RETIREMENT PLAN403b$156.6M5,5802025
002SHEPPARD PRATT HEALTH SYSTEM THRIFT PLAN401k$32.7M2,1462025
001SHEPPARD PRATT HEALTH SYSTEM PENSION PLANTraditionalDB$63502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHEPPARD PRATT LIFE, ACCIDENT AND HEALTH PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.3M3,6592025
Retirement plans
Welfare plans
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