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Sponsor portfolio

T.J. REGIONAL HEALTH

EIN 61-0461767-Latest filing 2025
Plans
5
Retirement
3
$118.9M assets
Welfare
2
$1.9M premiums
Participants
3,906
1301 NORTH RACE STREET - GLASGOW, KY 42141270-651-4444
Plans on this EIN
5 filings
#003403b-$83.2M - 1,666 part#001TraditionalDB-$32.7M - 933 part#002403b-$2.9M - 24 part#508Mixed-$1.9M - 2,204 lives#501Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $118.9M assets / 2,623 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • HEALTH INC. 403(B) (#003)70%
  • INC. RETIREMENT PLAN (#001)28%
  • HOSPITAL 403B PLAN (#002)2%
Total $118.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH INC. 403(B) (#003)1,666
  • INC. RETIREMENT PLAN (#001)933
  • HOSPITAL 403B PLAN (#002)24
Total 2,623Click row to drill in

Benefits portfolio analytics

2 plans / $1.9M premiums / 2,204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.4M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Vision$163K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • SYMETRA LIFE INSURANCE COMPANY74%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • PROTECTIVE LIFE INSURANCE COMPANY4%
  • AFLAC3%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HOUCHENS INSURANCE GROUP INC89%
  • JODY DAN BRYANT9%
  • BRANDI DICKEN1%
  • MURPHY M DEMUNBRUN JR0%
  • WANDA JEAN ANDERSON0%
  • +3 more
Total $331K8 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

TJ REGIONAL HEALTH INC. 403(B) PLAN

403b

Assets$83.2M
Participants1,666
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

T. J. SAMSON COMMUNITY HOSPITAL, INC. RETIREMENT PLAN

TraditionalDB

Assets$32.7M
Participants933
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

T J SAMSON COMMUNITY HOSPITAL 403B PLAN

403b

Assets$2.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

T.J. REGIONAL HEALTH WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives2,204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

TJ REGIONAL HEALTH HEALTH FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003TJ REGIONAL HEALTH INC. 403(B) PLAN403b$83.2M1,6662024
001T. J. SAMSON COMMUNITY HOSPITAL, INC. RETIREMENT PLANTraditionalDB$32.7M9332024
002T J SAMSON COMMUNITY HOSPITAL 403B PLAN403b$2.9M242024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508T.J. REGIONAL HEALTH WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.9M2,2042025
501TJ REGIONAL HEALTH HEALTH FLEXIBLE SPENDING ACCOUNTSelf Funded-$002025
Retirement plans
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