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Sponsor portfolio

CALDWELL MEDICAL CENTER

EIN 61-0432526-insurance-Latest filing 2025
Plans
3
Retirement
2
$5.1M assets
Welfare
1
$2.0M premiums
Participants
535
100 MEDICAL CENTER DR - PRINCETON, KY 424452430270-365-0324cmcky.orgLinkedIn11-50 employeesinsurance
Plans on this EIN
3 filings
#002403b-$5.0M - 315 part#003ProfitSharing-$101K - 24 part#501Mixed-$2.0M - 311 lives

Retirement portfolio analytics

2 plans aggregated / $5.1M assets / 339 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • DEFERRED ANNUITY PLAN (#002)98%
  • PROFIT SHARING PLAN (#003)2%
Total $5.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFERRED ANNUITY PLAN (#002)315
  • PROFIT SHARING PLAN (#003)24
Total 339Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Vision$1.7M
  • Life$258K
  • Other$258K
  • Long-term disability$88K
  • Dental$84K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • ANTHEM LIFE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • AMERICAN UNITED LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA4%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • HIGGINS INSURANCE INC76%
  • BENEFIT ENROLLMENT SERVICES INC4%
  • DENNIS E TRAYWICK4%
  • INSPIRED INC2%
  • GALLAGHER BENEFIT SERVICES, INC.2%
  • +3 more
Total $103K8 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

CALDWELL MEDICAL CENTER INC. TAX DEFERRED ANNUITY PLAN

403b

Assets$5.0M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CALDWELL COUNTY HOSPITAL, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$101K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALDWELL MEDICAL CENTER EMPLOYEE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$2.0M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CALDWELL MEDICAL CENTER INC. TAX DEFERRED ANNUITY PLAN403b$5.0M3152024
003CALDWELL COUNTY HOSPITAL, INC. PROFIT SHARING PLANProfitSharing$101K242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALDWELL MEDICAL CENTER EMPLOYEE BENEFITS PLANMixedANTHEM HEALTH PLANS OF KY, INC.$2.0M3112025
Retirement plans
Welfare plans
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