Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE INFIRMARY HEALTH SYSTEM, INC.
EIN 63-0841123hospital & health careLatest filing 2024
Plans
4
Retirement
2
$387.7M assets
Welfare
2
$4.2M premiums
Participants
17,966
5 MOBILE INFIRMARY CIRCLE - MOBILE, AL 36607251-435-2211infirmaryhealthsystem.comLinkedIn5001-10000 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $387.7M assets / 13,292 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.2M premiums / 7,280 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.9M
- Life$3.1M
- Long-term disability$2.8M
- Vision$392K
Carrier market share
Premium dollars by Schedule A carrier
67%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY67%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
38%top
- GALLAGHER BENEFIT SERVICES, INC.38%
- THE ORIENTATION COMPANY, INC.32%
- COBBS ALLEN & HALL INC15%
- WILLIS TOWERS WATSON US LLC11%
- HODGES-MACE BENEFITS GRP INC4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE INFIRMARY 401(K) PLAN
401k
Assets$372.2M
Participants7,517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE INFIRMARY 403(B) PLAN
403b
Assets$15.5M
Participants5,775
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INFIRMARY HEALTH SYSTEM WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$4.2M
Covered lives7,280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
INFIRMARY HEALTH SYSTEM INC. FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE INFIRMARY 401(K) PLAN | 401k | $372.2M | 7,517 | 2024 | |
| 002 | THE INFIRMARY 403(B) PLAN | 403b | $15.5M | 5,775 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INFIRMARY HEALTH SYSTEM WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $4.2M | 7,280 | 2024 | |
| 505 | INFIRMARY HEALTH SYSTEM INC. FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans