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Sponsor portfolioTH

BON SECOURS MERCY HEALTH, INC.

EIN 52-1301088-hospital & health care-Latest filing 2025
Plans
6
Retirement
4
$70.7M assets
Welfare
2
$27.5M premiums
Participants
42,501
4600 MCAULEY PLACE, SUITE 100 - BLUE ASH, OH 45242513-952-4637bsmhealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
6 filings
#025403b-$68.2M - 1,298 part#033CashBalance-$1.3M - 0 part#002401k-$921K - 36 part#012CashBalance-$353K - 0 part#520Mixed-$27.5M - 63,593 lives#521Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $70.7M assets / 1,334 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • SAVINGS PLAN 403B (#025)96%
  • HOSPITAL RETIREMENT PLAN (#033)2%
  • THE VALLEY 401(K) (#002)1%
  • SYSTEM, INC. PENSION (#012)0%
Total $70.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 403B (#025)1,298
  • THE VALLEY 401(K) (#002)36
Total 1,334Click row to drill in

Benefits portfolio analytics

2 plans / $27.5M premiums / 63,593 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$21.6M
  • Vision$5.8M
Total $27.5M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • DELTA DENTAL OF CALIFORNIA79%
  • EYEMED VISION CARE21%
  • CATILIZE HEALTH, INC.0%
Total $27.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $746K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#025

MERCY HEALTH RETIREMENT SAVINGS PLAN 403B

403b

Assets$68.2M
Participants1,298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033

COMMUNITY HOSPITAL RETIREMENT PLAN

CashBalance

Assets$1.3M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HOSPICE OF THE VALLEY 401(K) PLAN

401k

Assets$921K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

LIBERTY HEALTH SYSTEM, INC. PENSION PLAN

CashBalance

Assets$353K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

BON SECOURS MERCY HEALTH WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$27.5M
Covered lives63,593
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

BON SECOURS MERCY HEALTH RETIREE WELFARE BENEFITS PLAN

Self Funded

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

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
025MERCY HEALTH RETIREMENT SAVINGS PLAN 403B403b$68.2M1,2982024
033COMMUNITY HOSPITAL RETIREMENT PLANCashBalance$1.3M02024
002HOSPICE OF THE VALLEY 401(K) PLAN401k$921K362024
012LIBERTY HEALTH SYSTEM, INC. PENSION PLANCashBalance$353K02024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520BON SECOURS MERCY HEALTH WELFARE BENEFITS PLANMixedDELTA DENTAL OF OHIO$27.5M63,5932025
521BON SECOURS MERCY HEALTH RETIREE WELFARE BENEFITS PLANSelf Funded-$002024
Retirement plans
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