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  2. MARY WASHINGTON HEALTHCARE
Sponsor portfolioTH

MARY WASHINGTON HEALTHCARE

EIN 54-1240646-hospital & health care-Latest filing 2025
Plans
4
Retirement
3
$528.6M assets
Welfare
1
$2.6M premiums
Participants
10,577
1001 SAM PERRY BOULEVARD - FREDERICKSBURG, VA 22401540-741-2500marywashingtonhealthcare.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#003403b-$400.3M - 4,415 part#001TraditionalDB-$128.0M - 1,552 part#002401k-$270K - 50 part#508Mixed-$2.6M - 4,560 lives

Retirement portfolio analytics

3 plans aggregated / $528.6M assets / 6,017 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • WASHINGTON HEALTHCARE 403(B) (#003)76%
  • BENEFIT RETIREMENT PLAN (#001)24%
  • WASHINGTON HEALTHCARE 401(K) (#002)0%
Total $528.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WASHINGTON HEALTHCARE 403(B) (#003)4,415
  • BENEFIT RETIREMENT PLAN (#001)1,552
  • WASHINGTON HEALTHCARE 401(K) (#002)50
Total 6,017Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 4,560 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$1.9M
  • Long-term disability$1.9M
  • Vision$527K
Total $2.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY72%
  • VISION SERVICE PLAN20%
  • ARAG INSURANCE COMPANY5%
  • ALLONE HEALTH3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • GALLAGHER BENEFIT SERVICES, INC.67%
  • LOCKTON COMPANIES, LLC33%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $290K3 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

MARY WASHINGTON HEALTHCARE 403(B) PLAN

403b

Assets$400.3M
Participants4,415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARY WASHINGTON HEALTHCARE DEFINED BENEFIT RETIREMENT PLAN

TraditionalDB

Assets$128.0M
Participants1,552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARY WASHINGTON HEALTHCARE 401(K) PLAN

401k

Assets$270K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

MARY WASHINGTON HEALTHCARE WELFARE BENEFIT PLANS

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives4,560
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003MARY WASHINGTON HEALTHCARE 403(B) PLAN403b$400.3M4,4152024
001MARY WASHINGTON HEALTHCARE DEFINED BENEFIT RETIREMENT PLANTraditionalDB$128.0M1,5522024
002MARY WASHINGTON HEALTHCARE 401(K) PLAN401k$270K502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508MARY WASHINGTON HEALTHCARE WELFARE BENEFIT PLANSMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2.6M4,5602025
Retirement plans
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