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  2. ORLANDO HEALTH, INC.
Sponsor portfolioTH

ORLANDO HEALTH, INC.

EIN 59-1726273-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$2.37B assets
Welfare
1
$34.8M premiums
Participants
105,369
1414 KUHL AVENUE - ORLANDO, FL 328062093407-841-5111orlandohealth.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filings
#003403b-$1.91B - 55,514 part#002ProfitSharing-$458.0M - 14,790 part#504Mixed-$34.8M - 36,197 lives

Retirement portfolio analytics

2 plans aggregated / $2.37B assets / 70,304 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • SAVINGS PLAN 403B (#003)81%
  • SAVINGS PLAN 401A (#002)19%
Total $2.37BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • FID INV INST OPS CO100%
Total $2.37BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 403B (#003)55,514
  • SAVINGS PLAN 401A (#002)14,790
Total 70,304Click row to drill in

Benefits portfolio analytics

1 plan / $34.8M premiums / 36,197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$11.5M
  • Short-term disability$6.2M
  • Life$5.8M
  • Long-term disability$4.5M
  • Vision$3.6M
  • Other$3.5M
Total $34.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY33%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY10%
  • AFLAC9%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $34.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MERCER HEALTH AND BENEFITS, LLC68%
  • THERON A GUTHRIE22%
  • JEFFREY BRET HAWKINS6%
  • CAHILL INC3%
  • JAMIE LYNN HAWKINS1%
  • +3 more
Total $1.2M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B

403b

Assets$1.91B
Participants55,514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A

ProfitSharing

Assets$458.0M
Participants14,790
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ORLANDO HEALTH TEAM MEMBER HEALTHCARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$34.8M
Covered lives36,197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ORLANDO HEALTH RETIREMENT SAVINGS PLAN 403B403b$1.91B55,5142024
002ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401AProfitSharing$458.0M14,7902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ORLANDO HEALTH TEAM MEMBER HEALTHCARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$34.8M36,1972024
Retirement plans
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