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SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION

EIN 72-0551963-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$161.6M assets
Welfare
1
$2.5M premiums
Participants
7,342
1701 OAK PARK BOULEVARD - LAKE CHARLES, LA 70601337-494-3255LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$109.9M - 3,421 part#002ProfitSharing-$51.7M - 2,480 part#501Mixed-$2.5M - 2,982 lives

Retirement portfolio analytics

2 plans aggregated / $161.6M assets / 5,901 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • HEALTH SYSTEM 403(B) (#001)68%
  • SYSTEM RETIREMENT PLAN (#002)32%
Total $161.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SYSTEM 403(B) (#001)3,421
  • SYSTEM RETIREMENT PLAN (#002)2,480
Total 5,901Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 2,982 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$709K
  • Long-term disability$581K
  • Short-term disability$445K
  • Vision$214K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA41%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA34%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • UNITED HEALTHCARE INSURANCE COMPANY8%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • HUB INTERNATIONAL MIDWEST LIMITED85%
  • PCF INSURANCE SERVICES OF THE WEST6%
  • DAMON MARK PATTERSON3%
  • NATIONAL BENEFITS GROUP OF AMERICA3%
  • PLANSOURCE BENEFIT ADMINISTRATION1%
  • +3 more
Total $431K8 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

LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN

403b

Assets$109.9M
Participants3,421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAKE CHARLES MEMORIAL HEALTH SYSTEM RETIREMENT PLAN

ProfitSharing

Assets$51.7M
Participants2,480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAKE CHARLES MEMORIAL HOSPITAL WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.5M
Covered lives2,982
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN403b$109.9M3,4212024
002LAKE CHARLES MEMORIAL HEALTH SYSTEM RETIREMENT PLANProfitSharing$51.7M2,4802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAKE CHARLES MEMORIAL HOSPITAL WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$2.5M2,9822024
Retirement plans
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