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  2. Bon Secours Mercy Health, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Bon Secours Mercy Health, Inc.

EIN 52-1301088-hospital & health care-Latest filing 2025
Plans
7
Retirement
5
$382.7M assets
Health & Benefits
2
$27.5M premiums
Participants
47,920
1701 MERCY HEALTH PLACE - CINCINNATI, OH 45237513-639-0333bsmhealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
7 filings
#024401(k)-$308.4M - 5,470 part#025403(b)-$71.8M - 1,236 part#033Cash balance-$1.3M - 0 part#002401(k)-$889K - 47 part#012Cash balance-$353K - 0 part#520Mixed-$27.5M - 63,593 lives#521Self-funded-0 lives+1 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

5 plans aggregated / $382.7M assets / 6,753 participants

Assets by plan

Share of aggregate retirement assets

  • SAVINGS PLAN 401 (#024)$308.4M
  • SAVINGS PLAN 403B (#025)$71.8M
  • HOSPITAL RETIREMENT PLAN (#033)$1.3M
  • THE VALLEY 401(K) (#002)$889K
  • SYSTEM, INC. PENSION (#012)$353K
Total $382.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 401 (#024)5,470
  • SAVINGS PLAN 403B (#025)1,236
  • THE VALLEY 401(K) (#002)47
Total 6,753Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#024

BON SECOURS MERCY HEALTH RETIREMENT SAVINGS PLAN 401

401(k)

Assets$308.4M
Participants5,470
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#025

MERCY HEALTH RETIREMENT SAVINGS PLAN 403B

403(b)

Assets$71.8M
Participants1,236
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#033

COMMUNITY HOSPITAL RETIREMENT PLAN

Cash balance

Assets$1.3M
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HOSPICE OF THE VALLEY 401(K) PLAN

401(k)

Assets$889K
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#012

LIBERTY HEALTH SYSTEM, INC. PENSION PLAN

Cash balance

Assets$353K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#520

BON SECOURS MERCY HEALTH WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$27.5M
Covered lives63,593
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#521

BON SECOURS MERCY HEALTH RETIREE WELFARE BENEFITS PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

5 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#024BON SECOURS MERCY HEALTH RETIREMENT SAVINGS PLAN 401401(k)$308.4M5,4702025
#025MERCY HEALTH RETIREMENT SAVINGS PLAN 403B403(b)$71.8M1,2362025
#033COMMUNITY HOSPITAL RETIREMENT PLANCash balance$1.3M02025
#002HOSPICE OF THE VALLEY 401(K) PLAN401(k)$889K472025
#012LIBERTY HEALTH SYSTEM, INC. PENSION PLANCash balance$353K02024
  • BON SECOURS MERCY HEALTH RETIREMENT SAVINGS PLAN 401$308.4M
    #024 · 401(k) · 20255,470
  • MERCY HEALTH RETIREMENT SAVINGS PLAN 403B$71.8M
    #025 · 403(b) · 20251,236
  • COMMUNITY HOSPITAL RETIREMENT PLAN$1.3M
    #033 · Cash balance · 20250
  • HOSPICE OF THE VALLEY 401(K) PLAN$889K
    #002 · 401(k) · 202547
  • LIBERTY HEALTH SYSTEM, INC. PENSION PLAN$353K
    #012 · Cash balance · 20240

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#520BON SECOURS MERCY HEALTH WELFARE BENEFITS PLANMixedDELTA DENTAL OF OHIO$27.5M63,5932025
#521BON SECOURS MERCY HEALTH RETIREE WELFARE BENEFITS PLANSelf-funded-$002024
  • BON SECOURS MERCY HEALTH WELFARE BENEFITS PLAN$27.5M
    #520 · Mixed · DELTA DENTAL OF OHIO · 202563,593
  • BON SECOURS MERCY HEALTH RETIREE WELFARE BENEFITS PLAN$0
    #521 · Self-funded · 20240
Retirement plans
Health & Benefits plans

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