Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AUGUSTA HEALTH CARE, INC.
EIN 54-1453954Latest filing 2025
Plans
3
Retirement
2
$265.1M assets
Welfare
1
$2.2M premiums
Participants
9,452
78 MEDICAL CENTER DRIVE - FISHERSVILLE, VA 22939540-332-4700
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $265.1M assets / 6,819 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 3,263 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Life$1.8M
- Short-term disability$1.8M
- Long-term disability$1.8M
- Vision$220K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- SUN LIFE ASSURANCE COMPANY OF CANADA85%
- EYEMED VISION CARE10%
- CANOPY4%
Broker market share
Schedule A broker compensation
87%top
- MCGRIFF INSURANCE SERVICES INC87%
- MARSH & MCLENNAN AGENCY LLC13%
- MERCER HEALTH AND BENEFITS, LLC-0%
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
AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN
403b
Assets$115.8M
Participants3,337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
AUGUSTA HEALTH WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.2M
Covered lives3,263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | AUGUSTA HEALTH CARE 403B PLAN | 403b | $149.3M | 3,482 | 2024 | |
| 002 | AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN | 403b | $115.8M | 3,337 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | AUGUSTA HEALTH WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.2M | 3,263 | 2025 |
Retirement plans
Welfare plans