PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Augusta Health Care
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Augusta Health Care

EIN 54-1453954-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$313.9M assets
Health & Benefits
1
$2.2M premiums
Participants
9,910
78 MEDICAL CENTER DRIVE - FISHERSVILLE, VA 229390000540-332-5277
Plans on this EIN
3 filings
#005403(b)-$179.9M - 3,716 part#002403(b)-$134.0M - 3,561 part#510Mixed-$2.2M - 3,263 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $313.9M assets / 7,277 participants

Assets by plan

Share of aggregate retirement assets

  • CARE 403B PLAN (#005)$179.9M
  • CARE RETIREMENT Savings (#002)$134.0M
Total $313.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CARE 403B PLAN (#005)3,716
  • CARE RETIREMENT Savings (#002)3,561
Total 7,277Select a row to open it

Benefits portfolio analytics

1 plan / $2.2M premiums / 3,263 covered lives

Coverage 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
Total $2.2M5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

AUGUSTA HEALTH CARE 403B PLAN

403(b)

Assets$179.9M
Participants3,716
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN

403(b)

Assets$134.0M
Participants3,561
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

AUGUSTA HEALTH WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.2M
Covered lives3,263
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005AUGUSTA HEALTH CARE 403B PLAN403(b)$179.9M3,7162025
#002AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN403(b)$134.0M3,5612025
  • AUGUSTA HEALTH CARE 403B PLAN$179.9M
    #005 · 403(b) · 20253,716
  • AUGUSTA HEALTH CARE RETIREMENT SAVINGS PLAN$134.0M
    #002 · 403(b) · 20253,561

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510AUGUSTA HEALTH WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.2M3,2632025
  • AUGUSTA HEALTH WELFARE BENEFIT PLAN$2.2M
    #510 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20253,263
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica