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  1. Companies/
  2. OWENSBORO HEALTH, INC.
Sponsor portfolioTH

OWENSBORO HEALTH, INC.

EIN 61-1286361-hospital & health care-Latest filing 2024
Plans
4
Retirement
3
$457.4M assets
Welfare
1
$2.5M premiums
Participants
11,997
1201 PLEASANT VALLEY ROAD - OWENSBORO, KY 42303270-688-2000owensborohealth.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
4 filings
#004403b-$205.2M - 4,560 part#002403b-$129.3M - 1,080 part#001CashBalance-$123.0M - 1,755 part#508Mixed-$2.5M - 5,742 lives

Retirement portfolio analytics

3 plans aggregated / $457.4M assets / 7,395 participants

Assets by plan

Share of aggregate retirement assets

45%top
  • SAFE HARBOR PLAN (#004)45%
  • 403(B) MATCH PLAN (#002)28%
  • HEALTH RETIREMENT PLAN (#001)27%
Total $457.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAFE HARBOR PLAN (#004)4,560
  • HEALTH RETIREMENT PLAN (#001)1,755
  • 403(B) MATCH PLAN (#002)1,080
Total 7,395Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 5,742 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.6M
  • Vision$432K
  • Other$340K
  • Long-term disability$78K
Total $2.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • EYEMED VISION CARE17%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • HOUCHENS INSURANCE GROUP INC79%
  • AON CONSULTING INC6%
  • ALLIANT INSURANCE SERVICES, INC.5%
  • MICHAEL A BOOK5%
  • MERCER HEALTH AND BENEFITS, LLC3%
  • +1 more
Total $69K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN

403b

Assets$205.2M
Participants4,560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OWENSBORO HEALTH 403(B) MATCH PLAN

403b

Assets$129.3M
Participants1,080
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OWENSBORO HEALTH RETIREMENT PLAN

CashBalance

Assets$123.0M
Participants1,755
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

OWENSBORO HEALTH, INC. WRAP AROUND WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF KENTUCKY

Premiums$2.5M
Covered lives5,742
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004OWENSBORO HEALTH 403(B) SAFE HARBOR PLAN403b$205.2M4,5602024
002OWENSBORO HEALTH 403(B) MATCH PLAN403b$129.3M1,0802024
001OWENSBORO HEALTH RETIREMENT PLANCashBalance$123.0M1,7552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508OWENSBORO HEALTH, INC. WRAP AROUND WELFARE BENEFITS PLANMixedDELTA DENTAL OF KENTUCKY$2.5M5,7422024
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