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  2. Ruth Eckerd Hall, Inc.
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Filings through Oct 24, 2026.

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Ruth Eckerd Hall, Inc.

EIN 59-1803628-performing arts-Latest filing 2025
Plans
3
Retirement
2
$6.7M assets
Health & Benefits
1
$120K premiums
Participants
609
1111 NORTH MCMULLEN BOOTH ROAD - CLEARWATER, FL 33759727-712-2762rutheckerdhall.comLinkedIn51-200 employeesperforming arts
Plans on this EIN
3 filings
#002403(b)-$4.8M - 467 part#001403(b)-$1.9M - 30 part#502Fully insured-$120K - 112 lives

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

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 497 participants

Assets by plan

Share of aggregate retirement assets

  • DEFERRED ANNUITY 403(B) (#002)$4.8M
  • DEFERRED ANNUITY 403(B) (#001)$1.9M
Total $6.7MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • LINCOLN FINANCIAL ADVISORS CORP$4.8M
  • (Not disclosed)$1.9M
Total $6.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY 403(B) (#002)467
  • DEFERRED ANNUITY 403(B) (#001)30
Total 497Select a row to open it

Benefits portfolio analytics

1 plan / $120K premiums / 112 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$120K
  • Vision$120K
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • Other$120K
Total $120K6 rows
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Plan summaries

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

Retirement#002

RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN

403(b)

Assets$4.8M
Participants467
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN

403(b)

Assets$1.9M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

RUTH ECKERD HALL WELFARE BENEFIT PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$120K
Covered lives112
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN403(b)$4.8M4672025
#001RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN403(b)$1.9M302025
  • RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN$4.8M
    #002 · 403(b) · 2025467
  • RUTH ECKERD HALL, INC. TAX DEFERRED ANNUITY 403(B) PLAN$1.9M
    #001 · 403(b) · 202530

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502RUTH ECKERD HALL WELFARE BENEFIT PLANFully insuredSUN LIFE ASSURANCE COMPANY OF CANADA$120K1122025
  • RUTH ECKERD HALL WELFARE BENEFIT PLAN$120K
    #502 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025112
Retirement plans
Health & Benefits plans

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