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Sponsor portfolioTH

OCHSNER CLINIC FOUNDATION

EIN 72-0502505-hospital & health care-Latest filing 2024
Plans
4
Retirement
3
$3.33B assets
Welfare
1
$26.7M premiums
Participants
104,700
1514 JEFFERSON HIGHWAY, BH 543 - NEW ORLEANS, LA 701212429504-842-3400LinkedIn201-500 employeeshospital & health care
Plans on this EIN
4 filings
#002401k-$2.69B - 43,649 part#001TraditionalDB-$444.2M - 4,410 part#003403b-$193.9M - 35,912 part#501Fully Insured-$26.7M - 48,069 lives

Retirement portfolio analytics

3 plans aggregated / $3.33B assets / 83,971 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CLINIC FOUNDATION 401(K) (#002)81%
  • FOUNDATION RETIREMENT PLAN (#001)13%
  • CLINIC FOUNDATION 403(B) (#003)6%
Total $3.33BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • THE VANGUARD GROUP, INC.87%
  • (Not disclosed)13%
Total $3.33BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLINIC FOUNDATION 401(K) (#002)43,649
  • CLINIC FOUNDATION 403(B) (#003)35,912
  • FOUNDATION RETIREMENT PLAN (#001)4,410
Total 83,971Click row to drill in

Benefits portfolio analytics

1 plan / $26.7M premiums / 48,069 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$24.1M
  • Other$19.0M
  • Short-term disability$19.0M
  • Long-term disability$19.0M
  • Dental$5.1M
  • Health$2.5M
  • +2 more
Total $26.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA71%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • HUMANA INSURANCE COMPANY9%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY0%
Total $26.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $1.5M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OCHSNER CLINIC FOUNDATION 401(K) PLAN

401k

Assets$2.69B
Participants43,649
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OCHSNER CLINIC FOUNDATION RETIREMENT PLAN

TraditionalDB

Assets$444.2M
Participants4,410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OCHSNER CLINIC FOUNDATION 403(B) PLAN

403b

Assets$193.9M
Participants35,912
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCHSNER CLINIC FOUNDATION EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$26.7M
Covered lives48,069
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002OCHSNER CLINIC FOUNDATION 401(K) PLAN401k$2.69B43,6492024
001OCHSNER CLINIC FOUNDATION RETIREMENT PLANTraditionalDB$444.2M4,4102024
003OCHSNER CLINIC FOUNDATION 403(B) PLAN403b$193.9M35,9122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCHSNER CLINIC FOUNDATION EMPLOYEE WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$26.7M48,0692024
Retirement plans
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