Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JEFFERSON HOSPITAL ASSOCIATION, INC
EIN 71-0329353medical practiceLatest filing 2024
Plans
6
Retirement
2
$134.5M assets
Welfare
4
$1.5M premiums
Participants
5,131
Retirement portfolio analytics
2 plans aggregated / $134.5M assets / 2,168 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
97%top
- SOUTHEASTERN EMPLOYEE BENEFIT SERVI97%
- (Not disclosed)3%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $1.5M premiums / 3,457 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$365K
- Long-term disability$356K
- Short-term disability$307K
- Life$304K
- Stop-loss$108K
- Vision$89K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
- SIRIUS AMERICA INSURANCE COMPANY7%
- BLUE CROSS OF CALIFORNIA6%
Broker market share
Schedule A broker compensation
100%top
- FIRST ARKANSAS INSURANCE100%
- FIRST ARKANSAS INSURANCE OF PINE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$130.1M
Participants2,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER
OtherDC
Assets$4.4M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JEFFERSON HOSPITAL ASSOCIATION DISABILITY PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$663K
Covered lives907
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
JEFFERSON HOSPITAL ASSOCIATION GROUP LIFE PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$657K
Covered lives1,138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
JEFFERSON HOSPITAL ASSOCIATION, INC. MEDICAL PLAN
Mixed - SIRIUSPOINT AMERICA INSURANCE COMPANY
Premiums$197K
Covered lives1,283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
JEFFERSON HOSPITAL ASSOCIATION ACCIDENT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$11K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | 401k | $130.1M | 2,031 | 2024 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | OtherDC | $4.4M | 137 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JEFFERSON HOSPITAL ASSOCIATION DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $663K | 907 | 2024 | |
| 505 | JEFFERSON HOSPITAL ASSOCIATION GROUP LIFE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $657K | 1,138 | 2024 | |
| 502 | JEFFERSON HOSPITAL ASSOCIATION, INC. MEDICAL PLAN | Mixed | SIRIUSPOINT AMERICA INSURANCE COMPANY | $197K | 1,283 | 2024 | |
| 504 | JEFFERSON HOSPITAL ASSOCIATION ACCIDENT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $11K | 129 | 2024 |
Retirement plans
Welfare plans