Sponsor portfolioTH

NORTON HEALTHCARE, INC.

EIN 61-1028725hospital & health careLatest filing 2024

Plans

Retirement

$2.44B assets

Welfare

$47.3M premiums

Participants

46,128

9500 ORMSBY STATION RD, SUITE 101 - LOUISVILLE, KY 402234069502-629-2363nortonhealthcare.comLinkedIn10001+ employeeshospital & health care

Plans on this EIN

3 filings

#002403b-$2.27B - 26,534 part #001CashBalance-$168.7M - 4,519 part #510Mixed-$47.3M - 50,096 lives

Retirement portfolio analytics

2 plans aggregated / $2.44B assets / 31,053 participants

Assets by plan

Share of aggregate retirement assets

93%top

Participants by plan

Active + retired + deferred vested

403(B) RETIREMENT Savings (#002)26,534
INC. RETIREMENT PLAN (#001)4,519

Benefits portfolio analytics

1 plan / $47.3M premiums / 50,096 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$17.9M
Life$15.0M
Short-term disability$12.5M
Long-term disability$10.9M
Dental$8.9M
Vision$1.7M
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

50%top

UNUM LIFE INSURANCE COMPANY OF AMERICA50%
DELTA DENTAL OF CALIFORNIA19%
RELIASTAR LIFE INSURANCE COMPANY15%
BOSTON MUTUAL LIFE INSURANCE COMPANY7%
METROPOLITAN LIFE INSURANCE COMPANY4%
+3 more

Broker market share

Schedule A broker compensation

Split broker

53%top

LOCKTON COMPANIES, LLC53%
BCINSOURCING, LLC27%
AON CONSULTING INC12%
SYSTEMS INC, HEALTH & BENEFIT8%

Plan deep-dives

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

Retirement#002

NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN

403b

Assets$2.27B

Participants26,534

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001