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  2. UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
Sponsor portfolioTH

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC

EIN 63-0649108-medical practice-Latest filing 2024
Plans
8
Retirement
2
$1.60B assets
Welfare
6
$6.3M premiums
Participants
32,440
500 22ND STREET SOUTH, SUITE 500 - BIRMINGHAM, AL 352333110205-731-9262LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
8 filings
#002403b-$1.58B - 9,099 part#004TraditionalDB-$22.2M - 160 part#505Mixed-$3.7M - 4,326 lives#504Fully Insured-$2.1M - 4,326 lives#508Fully Insured-$582K - 2,867 lives#503Self Funded-0 lives#506Self Funded-0 lives#507Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.60B assets / 9,259 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • RETIREMENT ANNUITY PLAN (#002)99%
  • FOR SELECT EMPLOYEES (#004)1%
Total $1.60BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • TIAA99%
  • (Not disclosed)1%
Total $1.60BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT ANNUITY PLAN (#002)9,099
  • FOR SELECT EMPLOYEES (#004)160
Total 9,259Click row to drill in

Benefits portfolio analytics

6 plans / $6.3M premiums / 11,519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.7M
  • Short-term disability$3.7M
  • Long-term disability$3.7M
  • Life$2.1M
  • Vision$582K
Total $6.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • VISION SERVICE PLAN9%
Total $6.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • LOCKTON COMPANIES, LLC4%
Total $1.1M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN

403b

Assets$1.58B
Participants9,099
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. RETIREMENT PLAN FOR SELECT EMPLOYEES

TraditionalDB

Assets$22.2M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. LONG TERM DISABILITY PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.7M
Covered lives4,326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. GROUP LIFE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.1M
Covered lives4,326
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. VISION SERVICE PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$582K
Covered lives2,867
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. HEALTH INSURANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. DENTAL PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN403b$1.58B9,0992024
004UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. RETIREMENT PLAN FOR SELECT EMPLOYEESTraditionalDB$22.2M1602024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
505UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. LONG TERM DISABILITY PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$3.7M4,3262024
504UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. GROUP LIFE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$2.1M4,3262024
508UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. VISION SERVICE PLANFully InsuredVISION SERVICE PLAN$582K2,8672024
503UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. FLEXIBLE BENEFIT PLANSelf Funded-$002024
506UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. HEALTH INSURANCE PLANSelf Funded-$002024
507UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. DENTAL PLANSelf Funded-$002024
Retirement plans
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