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  2. ENCOMPASS HEALTH CORPORATION
Sponsor portfolioTH

ENCOMPASS HEALTH CORPORATION

EIN 63-0860407-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$1.73B assets
Welfare
2
$24.0M premiums
Participants
71,023
9001 LIBERTY PARKWAY - BIRMINGHAM, AL 352427509205-970-8156encompasshealth.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
4 filings
#001401k-$1.72B - 39,155 part#002ProfitSharing-$5.4M - 353 part#501Fully Insured-$24.0M - 52,246 lives#504Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.73B assets / 39,508 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • 401(K) RETIREMENT PLAN (#001)100%
  • PLAN OF PR (#002)0%
Total $1.73BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
  • (Not disclosed)0%
Total $1.73BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)39,155
  • PLAN OF PR (#002)353
Total 39,508Click row to drill in

Benefits portfolio analytics

2 plans / $24.0M premiums / 52,246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$20.8M
  • Life$18.1M
  • Short-term disability$17.2M
  • Long-term disability$17.2M
  • Vision$3.2M
  • Health$891K
  • +2 more
Total $24.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY71%
  • VISION SERVICE PLAN13%
  • SPRING HEALTH11%
  • MCS LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $24.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • AON CONSULTING INC1%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • CUSTOM BENEFIT PROGRAMS INC0%
  • MCGRIFF INSURANCE SERVICES INC0%
Total $3.6M5 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

ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN

401k

Assets$1.72B
Participants39,155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ENCOMPASS HEALTH RETIREMENT INVESTMENT PLAN OF PR

ProfitSharing

Assets$5.4M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENCOMPASS HEALTH CORPORATION GROUP LIFE, AD&D, DISABILITY AND MEDICAL PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$24.0M
Covered lives52,246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ENCOMPASS HEALTH CORPORATION RESPONSIBLE EMPLOYEE SAFETY & HEALTH PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN401k$1.72B39,1552024
002ENCOMPASS HEALTH RETIREMENT INVESTMENT PLAN OF PRProfitSharing$5.4M3532024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENCOMPASS HEALTH CORPORATION GROUP LIFE, AD&D, DISABILITY AND MEDICAL PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$24.0M52,2462025
504ENCOMPASS HEALTH CORPORATION RESPONSIBLE EMPLOYEE SAFETY & HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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