Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VARIETY CARE, INC.
EIN 73-1088577hospital & health careLatest filing 2024
Plans
4
Retirement
3
$30.4M assets
Welfare
1
$678K premiums
Participants
1,495
3000 N GRAND BLVD - OKLAHOMA CITY, OK 731071818405-632-6688varietycare.orgLinkedIn501-1000 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $30.4M assets / 911 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $678K premiums / 696 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$412K
- Long-term disability$192K
- Life$74K
- Short-term disability$74K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
91%top
- TRILOGY PURCHASING ALLIANCE LLC91%
- VHA MID AMERICA INSURANCE SERV9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
VARIETY CARE, INC. 403(B) PLAN
403b
Assets$28.5M
Participants842
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMPLOYEE BENEFITS PLAN OF VARIETY CARE
TraditionalDB
Assets$1.9M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
403(B) THRIFT PLAN OF SOUTHEAST AREA HEALTH CENTER
403b
Assets$2K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VARIETY CARE, INC. GROUP PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$678K
Covered lives696
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | VARIETY CARE, INC. 403(B) PLAN | 403b | $28.5M | 842 | 2024 | |
| 002 | EMPLOYEE BENEFITS PLAN OF VARIETY CARE | TraditionalDB | $1.9M | 67 | 2024 | |
| 001 | 403(B) THRIFT PLAN OF SOUTHEAST AREA HEALTH CENTER | 403b | $2K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VARIETY CARE, INC. GROUP PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $678K | 696 | 2024 |
Retirement plans
Welfare plans