Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Jefferson Hospital Association, Inc
EIN 71-0329353medical practiceLatest filing 2025
Plans
6
Retirement
2
$147.3M assets
Health & Benefits
4
$1.3M premiums
Participants
5,299
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $147.3M assets / 2,152 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $1.3M premiums / 3,659 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$381K
- Short-term disability$326K
- Life$315K
- Stop-loss$133K
- Other$101K
- Vision$94K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
JEFFERSON HOSPITAL ASSOCIATION, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k)
Assets$143.0M
Participants2,018
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER
Other DC
Assets$4.3M
Participants134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
JEFFERSON HOSPITAL ASSOCIATION DISABILITY PLAN
Fully insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$707K
Covered lives910
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
JEFFERSON HOSPITAL ASSOCIATION GROUP LIFE PLAN
Fully insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$368K
Covered lives1,166
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
JEFFERSON HOSPITAL ASSOCIATION, INC. MEDICAL PLAN
Mixed - SIRIUSPOINT AMERICA INSURANCE COMPANY
Premiums$227K
Covered lives1,338
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504
JEFFERSON HOSPITAL ASSOCIATION ACCIDENT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$48K
Covered lives245
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | JEFFERSON HOSPITAL ASSOCIATION, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $143.0M | 2,018 | 2025 |
| #002 | TAX DEFERRED ANNUITY PLAN OF JEFFERSON REGIONAL MEDICAL CENTER | Other DC | $4.3M | 134 | 2025 |
- #003 · 401(k) · 20252,018
- #002 · Other DC · 2025134
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | JEFFERSON HOSPITAL ASSOCIATION DISABILITY PLAN | Fully insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $707K | 910 | 2025 |
| #505 | JEFFERSON HOSPITAL ASSOCIATION GROUP LIFE PLAN | Fully insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $368K | 1,166 | 2025 |
| #502 | JEFFERSON HOSPITAL ASSOCIATION, INC. MEDICAL PLAN | Mixed | SIRIUSPOINT AMERICA INSURANCE COMPANY | $227K | 1,338 | 2025 |
| #504 | JEFFERSON HOSPITAL ASSOCIATION ACCIDENT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $48K | 245 | 2025 |
- #501 · Fully insured · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025910
- #505 · Fully insured · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20251,166
- #502 · Mixed · SIRIUSPOINT AMERICA INSURANCE COMPANY · 20251,338
- #504 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025245
Retirement plans
Health & Benefits plans