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  2. INFIRMARY HEALTH SYSTEM INC.
Sponsor portfolio

INFIRMARY HEALTH SYSTEM INC.

EIN 63-0841123-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$387.7M assets
Welfare
2
$3.8M premiums
Participants
18,272
5 MOBILE INFIRMARY CIRCLE - MOBILE, AL 36607251-435-2211infirmaryhealthsystem.comLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
4 filings
#003401k-$372.2M - 7,517 part#002403b-$15.5M - 5,775 part#501Mixed-$3.8M - 7,486 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $387.7M assets / 13,292 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • THE INFIRMARY 401(K) (#003)96%
  • THE INFIRMARY 403(B) (#002)4%
Total $387.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE INFIRMARY 401(K) (#003)7,517
  • THE INFIRMARY 403(B) (#002)5,775
Total 13,292Click row to drill in

Benefits portfolio analytics

2 plans / $3.8M premiums / 7,486 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Life$2.6M
  • Long-term disability$2.3M
  • Vision$403K
Total $3.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY61%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA28%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • THE ORIENTATION COMPANY, INC.33%
  • GALLAGHER BENEFIT SERVICES, INC.32%
  • COBBS ALLEN & HALL INC31%
  • WILLIS TOWERS WATSON US LLC4%
  • CUSTOM BENEFIT PROGRAMS INC0%
  • +3 more
Total $376K8 slices

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$3.8M
Covered lives7,486
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 #NameTypeAssetsParticipantsLatest year
003THE INFIRMARY 401(K) PLAN401k$372.2M7,5172024
002THE INFIRMARY 403(B) PLAN403b$15.5M5,7752024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INFIRMARY HEALTH SYSTEM WELFARE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$3.8M7,4862025
505INFIRMARY HEALTH SYSTEM INC. FLEXIBLE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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