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  2. WELLSTAR HEALTH SYSTEM, INC.
Sponsor portfolioTH

WELLSTAR HEALTH SYSTEM, INC.

EIN 58-1649541-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$4.33B assets
Welfare
1
$63.9M premiums
Participants
110,519
793 SAWYER ROAD - MARIETTA, GA 30062470-644-0100wellstar.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$2.84B - 48,753 part#003TraditionalDB-$1.50B - 21,242 part#505Mixed-$63.9M - 46,615 lives

Retirement portfolio analytics

2 plans aggregated / $4.33B assets / 69,995 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • SUPPLEMENTAL RETIREMENT Saving... (#002)65%
  • SYSTEM, INC. PENSION (#003)35%
Total $4.33BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLEMENTAL RETIREMENT Saving... (#002)48,753
  • SYSTEM, INC. PENSION (#003)21,242
Total 69,995Click row to drill in

Benefits portfolio analytics

1 plan / $63.9M premiums / 46,615 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$20.2M
  • Dental$20.2M
  • Life$13.4M
  • Long-term disability$5.3M
  • Vision$4.7M
Total $63.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
32%top
  • METROPOLITAN LIFE INSURANCE COMPANY32%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA24%
  • SPRING HEALTH16%
  • AFLAC15%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • +2 more
Total $63.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • LOCKTON COMPANIES, LLC64%
  • BCINSOURCING, LLC26%
  • HEALTH AND BENEFIT SYSTEMS, INC.10%
  • AHA FINANCIAL SOLUTIONS, INC.0%
Total $5.5M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN

403b

Assets$2.84B
Participants48,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WELLSTAR HEALTH SYSTEM, INC. PENSION PLAN

TraditionalDB

Assets$1.50B
Participants21,242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

WELLSTAR HEALTH SYSTEM, INC. FLEXIBLE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$63.9M
Covered lives46,615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WELLSTAR HEALTH SYSTEM, INC. SUPPLEMENTAL RETIREMENT SAVINGS PLAN403b$2.84B48,7532025
003WELLSTAR HEALTH SYSTEM, INC. PENSION PLANTraditionalDB$1.50B21,2422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WELLSTAR HEALTH SYSTEM, INC. FLEXIBLE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$63.9M46,6152025
Retirement plans
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