Sponsor portfolioTH

AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN

EIN 54-1453954Health Care and Social AssistanceLatest filing 2024

Plans

Retirement

$265.1M assets

Welfare

$2.5M premiums

Participants

9,474

78 MEDICAL CENTER DRIVE - FISHERSVILLE, VA 229390000540-332-5277

Plans on this EIN

3 filings

#005403b-$149.3M - 3,482 part #002403b-$115.8M - 3,337 part #510Mixed-$2.5M - 2,459 lives

Retirement portfolio analytics

2 plans aggregated / $265.1M assets / 6,819 participants

Assets by plan

Share of aggregate retirement assets

56%top

Participants by plan

Active + retired + deferred vested

CARE 403B PLAN (#005)3,482
CARE RETIREMENT Savings (#002)3,337

Benefits portfolio analytics

1 plan / $2.5M premiums / 2,459 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.3M
Long-term disability$1.2M
Life$394K
Vision$173K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

55%top

RELIANCE STANDARD LIFE INSURANCE COMPANY55%
SUN LIFE ASSURANCE COMPANY OF CANADA35%
FIDELITY SECURITY LIFE INSURANCE COMPANY7%
CANOPY3%

Broker market share

Schedule A broker compensation

Split broker

70%top

MCGRIFF INSURANCE SERVICES INC70%
GIS BENEFITS INC30%
MARK J MATSOCK & ASSOCIATES INC0%

Plan deep-dives

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

Retirement#005

AUGUSTA HEALTH CARE 403B PLAN

403b

Assets$149.3M

Participants3,482

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002