Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SENTARA HEALTH
EIN 52-1271901hospital & health careLatest filing 2024
Plans
13
Retirement
5
$7.14B assets
Welfare
8
$34.7M premiums
Participants
306,756
1330 SENTARA PARK, THIRD FLOOR - VIRGINIA BEACH, VA 23464757-455-7744sentara.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
13 filings#003403b-$3.74B - 43,573 part#001TraditionalDB-$3.22B - 31,635 part#006ProfitSharing-$159.8M - 22,393 part#007OtherDC-$14.2M - 513 part#002403b-$122K - 28 part#509Fully Insured-$15.8M - 29,604 lives#510Fully Insured-$8.8M - 29,737 lives#512Fully Insured-$5.0M - 30,077 lives#514Fully Insured-$2.9M - 22,310 lives#518Fully Insured-$1.4M - 29,661 lives#513Fully Insured-$822K - 4,415 lives#511Self Funded-0 lives#517Self Funded-0 lives
Retirement portfolio analytics
5 plans aggregated / $7.14B assets / 98,142 participantsParticipants by plan
Active + retired + deferred vested
- SENTARA PENSION (#001)31,635
Benefits portfolio analytics
8 plans / $34.7M premiums / 145,804 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$15.8M
- Life$8.8M
- Long-term disability$5.0M
- Vision$2.9M
- Other$2.2M
- Dental$822K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA89%
- VISION SERVICE PLAN8%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
97%top
- SUMMIT GROUP OF VIRGINIA97%
- MERCER HEALTH AND BENEFITS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SENTARA 403(B) SAVINGS PLAN
403b
Assets$3.74B
Participants43,573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SENTARA PENSION PLAN
TraditionalDB
Assets$3.22B
Participants31,635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
SENTARA 401(A) RETIREMENT PLAN
ProfitSharing
Assets$159.8M
Participants22,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
TIDEWATER HEALTH CARE, INC. 401(A) RETIREMENT PLAN
OtherDC
Assets$14.2M
Participants513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TIDEWATER HEALTH CARE, INC. 403(B) RETIREMENT PLAN
403b
Assets$122K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
SENTARA SHORT-TERM DISABILITY PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$15.8M
Covered lives29,604
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
SENTARA EMPLOYEES LIFE INSURANCE PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$8.8M
Covered lives29,737
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
SENTARA EMPLOYEES LONG-TERM DISABILITY PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$5.0M
Covered lives30,077
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
SENTARA EMPLOYEES VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$2.9M
Covered lives22,310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518
SENTARA EMPLOYEES ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.4M
Covered lives29,661
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513
SENTARA EMPLOYEES GROUP DENTAL PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$822K
Covered lives4,415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
SENTARA EMPLOYEES MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517
SENTARA HEALTHCARE FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SENTARA 403(B) SAVINGS PLAN | 403b | $3.74B | 43,573 | 2024 | |
| 001 | SENTARA PENSION PLAN | TraditionalDB | $3.22B | 31,635 | 2024 | |
| 006 | SENTARA 401(A) RETIREMENT PLAN | ProfitSharing | $159.8M | 22,393 | 2024 | |
| 007 | TIDEWATER HEALTH CARE, INC. 401(A) RETIREMENT PLAN | OtherDC | $14.2M | 513 | 2024 | |
| 002 | TIDEWATER HEALTH CARE, INC. 403(B) RETIREMENT PLAN | 403b | $122K | 28 | 2024 |
Welfare plans8
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | SENTARA SHORT-TERM DISABILITY PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $15.8M | 29,604 | 2024 | |
| 510 | SENTARA EMPLOYEES LIFE INSURANCE PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $8.8M | 29,737 | 2024 | |
| 512 | SENTARA EMPLOYEES LONG-TERM DISABILITY PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $5.0M | 30,077 | 2024 | |
| 514 | SENTARA EMPLOYEES VISION PLAN | Fully Insured | VISION SERVICE PLAN | $2.9M | 22,310 | 2024 | |
| 518 | SENTARA EMPLOYEES ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.4M | 29,661 | 2024 | |
| 513 | SENTARA EMPLOYEES GROUP DENTAL PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $822K | 4,415 | 2024 | |
| 511 | SENTARA EMPLOYEES MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 517 | SENTARA HEALTHCARE FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans