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Sponsor portfolio

WEXFORD HEALTH SOURCES, INC.

EIN 59-2363973-Latest filing 2025
Plans
3
Retirement
2
$83.0M assets
Welfare
1
$2.4M premiums
Participants
6,496
501 HOLIDAY DRIVE, FOSTER PLAZA 4 - PITTSBURGH, PA 15220412-937-8590
Plans on this EIN
3 filings
#001401k-$48.2M - 3,566 part#002401k-$34.8M - 1,588 part#501Mixed-$2.4M - 1,468 lives

Retirement portfolio analytics

2 plans aggregated / $83.0M assets / 5,154 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • EMPLOYEES' RETIREMENT PLAN (#001)58%
  • EMPLOYEES RETIREMENT PLAN (#002)42%
Total $83.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
Total $83.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)3,566
  • EMPLOYEES RETIREMENT PLAN (#002)1,588
Total 5,154Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 1,468 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$952K
  • Short-term disability$845K
  • Life$666K
  • Long-term disability$230K
  • Health$167K
  • Prescription drug$167K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
  • BLUE CROSS OF CALIFORNIA7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • COMBINED INSURANCE COMPANY OF AMERICA1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $316K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WEXFORD HEALTH SOURCES, INC. EMPLOYEES' RETIREMENT PLAN

401k

Assets$48.2M
Participants3,566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEXFORD HEALTH SOURCES, INC. UNION EMPLOYEES RETIREMENT PLAN

401k

Assets$34.8M
Participants1,588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEXFORD HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives1,468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEXFORD HEALTH SOURCES, INC. EMPLOYEES' RETIREMENT PLAN401k$48.2M3,5662024
002WEXFORD HEALTH SOURCES, INC. UNION EMPLOYEES RETIREMENT PLAN401k$34.8M1,5882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEXFORD HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2.4M1,4682025
Retirement plans
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