PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CHILDREN'S HEALTH SYSTEM, INC.
Sponsor portfolioTH

CHILDREN'S HEALTH SYSTEM, INC.

EIN 54-1278830-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$400.6M assets
Welfare
1
$6.2M premiums
Participants
5,787
601 CHILDREN'S LANE - NORFOLK, VA 235071910757-668-6764
Plans on this EIN
3 filings
#001401k-$321.8M - 4,966 part#002403b-$78.8M - 821 part#501Mixed-$6.2M - 5,691 lives

Retirement portfolio analytics

2 plans aggregated / $400.6M assets / 5,787 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • SYSTEM, INC. 401(K) (#001)80%
  • DEFINED CONTRIBUTION PLAN (#002)20%
Total $400.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SYSTEM, INC. 401(K) (#001)4,966
  • DEFINED CONTRIBUTION PLAN (#002)821
Total 5,787Click row to drill in

Benefits portfolio analytics

1 plan / $6.2M premiums / 5,691 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.4M
  • Long-term disability$3.4M
  • Health$1.5M
  • Other$1.1M
  • Short-term disability$724K
  • Vision$246K
Total $6.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • HARTFORD LIFE AND ACCIDENT57%
  • OPTIMA HEALTH PLAN24%
  • AFLAC12%
  • VISION SERVICE PLAN4%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $6.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • CHILD HEALTH CORP OF AMERICA54%
  • MARSH & MCLENNAN AGENCY LLC24%
  • BROWN AND BROWN OF FLORIDA, INC.7%
  • DAVID W HARLESS3%
  • CHILD HEALTH CORPORATION OF AMERICA3%
  • +3 more
Total $368K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN

401k

Assets$321.8M
Participants4,966
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHILDREN'S HEALTH SYSTEM, INC. DEFINED CONTRIBUTION PLAN

403b

Assets$78.8M
Participants821
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$6.2M
Covered lives5,691
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN401k$321.8M4,9662024
002CHILDREN'S HEALTH SYSTEM, INC. DEFINED CONTRIBUTION PLAN403b$78.8M8212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$6.2M5,6912024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica