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  2. MEDSTAR HEALTH, INC.
Sponsor portfolioTH

MEDSTAR HEALTH, INC.

EIN 52-2087445-hospital & health care-Latest filing 2024
Plans
5
Retirement
4
$4.86B assets
Welfare
1
$17.2M premiums
Participants
69,857
10980 GRANTCHESTER WAY - COLUMBIA, MD 21044410-772-6500medstarhealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
5 filings
#003403b-$3.46B - 42,791 part#002CashBalance-$699.0M - 5,526 part#001CashBalance-$601.3M - 10,668 part#010401k-$106.3M - 3,015 part#501Mixed-$17.2M - 7,647 lives

Retirement portfolio analytics

4 plans aggregated / $4.86B assets / 62,000 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • INC. RETIREMENT Savings (#003)71%
  • BALANCE RETIREMENT PLAN (#002)14%
  • PENSION EQUITY PLAN (#001)12%
  • MEDSTAR AFFILIATES 401(K) (#010)2%
Total $4.86BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#003)42,791
  • PENSION EQUITY PLAN (#001)10,668
  • BALANCE RETIREMENT PLAN (#002)5,526
  • MEDSTAR AFFILIATES 401(K) (#010)3,015
Total 62,000Click row to drill in

Benefits portfolio analytics

1 plan / $17.2M premiums / 7,647 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.0M
  • Life$3.6M
  • Long-term disability$3.6M
Total $17.2M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
  • ALPHA DENTAL PROGRAMS, INC.0%
Total $17.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • MARSH & MCLENNAN AGENCY LLC48%
  • REUBEN WARNER ASSOCIATES, INC.44%
  • NFP INSURANCE SERVICES INC9%
Total $412K3 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

MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN

403b

Assets$3.46B
Participants42,791
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$699.0M
Participants5,526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEDSTAR HEALTH, INC. PENSION EQUITY PLAN

CashBalance

Assets$601.3M
Participants10,668
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

MEDSTAR AFFILIATES 401(K) PLAN

401k

Assets$106.3M
Participants3,015
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDSTAR HEALTH, INC. FLEX STAR CAFETERIA PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES, INC.

Premiums$17.2M
Covered lives7,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
003MEDSTAR HEALTH, INC. RETIREMENT SAVINGS PLAN403b$3.46B42,7912024
002MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLANCashBalance$699.0M5,5262024
001MEDSTAR HEALTH, INC. PENSION EQUITY PLANCashBalance$601.3M10,6682024
010MEDSTAR AFFILIATES 401(K) PLAN401k$106.3M3,0152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDSTAR HEALTH, INC. FLEX STAR CAFETERIA PLANMixedKAISER FOUNDATION HEALTH PLAN OF MID-ATLANTIC STATES, INC.$17.2M7,6472024
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