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Sponsor portfolioTH

METHODIST HOME FOR THE AGING

EIN 63-0376518-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$2.5M premiums
Participants
1,090
1520 COOPER HILL ROAD - BIRMINGHAM, AL 35210205-951-2442LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$2.4M - 595 part#501Mixed-$2.5M - 495 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 495 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Other$516K
  • Life$394K
  • Vision$374K
  • Short-term disability$374K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
  • UNITED AMERICAN INSURANCE COMPANY4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • TELADOC1%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • JENNON M CARUTH45%
  • PROPEL INSURANCE AGENCY, LLC42%
  • GCG FINANCIAL LLC10%
  • UNKNOWN1%
  • CARUTH, JENNON, M1%
  • +3 more
Total $221K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

METHODIST HOMES FOR THE AGING 401(K) RETIREMENT PLAN

401k

Assets$2.4M
Participants595
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METHODIST HOME FOR THE AGING WELFARE BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$2.5M
Covered lives495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001METHODIST HOMES FOR THE AGING 401(K) RETIREMENT PLAN401k$2.4M5952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METHODIST HOME FOR THE AGING WELFARE BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$2.5M4952025
Retirement plans
Welfare plans
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