Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NAVICENT HEALTH, INC.
EIN 58-2149127hospital & health careLatest filing 2024
Plans
4
Retirement
2
$852.8M assets
Welfare
2
$6.3M premiums
Participants
22,200
HR MSC 132, 777 HEMLOCK STREET - MACON, GA 31201478-633-2701navicenthealth.comLinkedIn1-10 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $852.8M assets / 15,273 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $6.3M premiums / 7,794 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.5M
- Long-term disability$1.9M
- Other$606K
- Vision$456K
- Stop-loss$388K
- Short-term disability$358K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
70%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA70%
- COMMUNITY EYE CARE7%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY6%
- UNITEDHEALTHCARE INSURANCE COMPANY6%
- HARTFORD LIFE AND ACCIDENT6%
- +3 more
Broker market share
Schedule A broker compensation
71%top
- LOCKTON COMPANIES, LLC71%
- LENSERF AND CO INC19%
- WILLIS TOWERS WATSON US LLC5%
- PHOENIX COMMITTED INS PROGRAM LLC3%
- USI INSURANCE SERVICES LLC2%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$575.0M
Participants12,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE RETIREMENT PLAN OF CENTRAL GEORGIA HEALTH SYSTEMS, INC.
TraditionalDB
Assets$277.8M
Participants3,255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
CENTRAL GEORGIA HEALTH SYSTEMS, INC. HEALTH & WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$6.3M
Covered lives7,794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
CENTRAL GEORGIA HEALTH SYSTEM, INC. EMPLOYEE SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NAVICENT HEALTH 403(B) RETIREMENT SAVINGS PLAN | 403b | $575.0M | 12,018 | 2024 | |
| 001 | THE RETIREMENT PLAN OF CENTRAL GEORGIA HEALTH SYSTEMS, INC. | TraditionalDB | $277.8M | 3,255 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | CENTRAL GEORGIA HEALTH SYSTEMS, INC. HEALTH & WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6.3M | 7,794 | 2024 | |
| 516 | CENTRAL GEORGIA HEALTH SYSTEM, INC. EMPLOYEE SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans