Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BALLAD HEALTH
EIN 61-1771290hospital & health careLatest filing 2025
Plans
4
Retirement
3
$1.34B assets
Welfare
1
$17.3M premiums
Participants
37,642
311 PRINCETON ROAD, SUITE 1 - JOHNSON CITY, TN 376012080423-302-3255balladhealth.orgLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $1.34B assets / 26,419 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $17.3M premiums / 17,587 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.6M
- Dental$5.4M
- Life$4.4M
- Short-term disability$3.5M
- Vision$1.3M
- Long-term disability$1.3M
Carrier market share
Premium dollars by Schedule A carrier
52%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
- DELTA DENTAL OF CALIFORNIA31%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- VISION SERVICE PLAN8%
- ARAG INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- BLOCK, CHARLES, D0%
- VAN EPPS, JAMES, H0%
- USI INSURANCE SERVICES LLC0%
- SMITH, THOMAS, CHRISTOPHER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BALLAD HEALTH 403(B) PLAN
403b
Assets$731.3M
Participants16,790
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BALLAD HEALTH 401(A) PLAN
ProfitSharing
Assets$486.3M
Participants7,727
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BALLAD HEALTH 401(K) PLAN
401k
Assets$126.4M
Participants1,902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BALLAD HEALTH BENEFIT PLAN
Mixed - DELTA DENTAL OF TENNESSEE
Premiums$17.3M
Covered lives17,587
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BALLAD HEALTH 403(B) PLAN | 403b | $731.3M | 16,790 | 2025 | |
| 003 | BALLAD HEALTH 401(A) PLAN | ProfitSharing | $486.3M | 7,727 | 2025 | |
| 002 | BALLAD HEALTH 401(K) PLAN | 401k | $126.4M | 1,902 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BALLAD HEALTH BENEFIT PLAN | Mixed | DELTA DENTAL OF TENNESSEE | $17.3M | 17,587 | 2025 |
Retirement plans
Welfare plans