Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
DUNCAN REGIONAL HOSPITAL, INC.
EIN 73-1008550hospital & health careLatest filing 2024
Plans
3
Retirement
2
$64.8M assets
Welfare
1
$326K premiums
Participants
1,716
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $64.8M assets / 912 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $326K premiums / 1,397 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$211K
- Vision$115K
Carrier market share
Premium dollars by Schedule A carrier
65%top
- SYMETRA LIFE INSURANCE COMPANY65%
- VISION SERVICE PLAN35%
Broker market share
Schedule A broker compensation
76%top
- LIFECARE HEALTH SERVICES, LLC76%
- VHA MID AMERICA INSURANCE24%
- MONTSHIRE GLOBAL DISTRIBUTORS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DUNCAN REGIONAL HOSPITAL 403(B) PLAN
403b
Assets$60.6M
Participants784
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DUNCAN REGIONAL HOSPITAL RETIREMENT PLAN
MoneyPurchase
Assets$4.2M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DUNCAN REGIONAL HOSPITAL WELFARE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$326K
Covered lives1,397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DUNCAN REGIONAL HOSPITAL 403(B) PLAN | 403b | $60.6M | 784 | 2024 | |
| 001 | DUNCAN REGIONAL HOSPITAL RETIREMENT PLAN | MoneyPurchase | $4.2M | 128 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DUNCAN REGIONAL HOSPITAL WELFARE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $326K | 1,397 | 2024 |
Retirement plans
Welfare plans