Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolioTH
SAINT FRANCIS HEALTH SYSTEM INC
EIN 73-1501972hospital & health careLatest filing 2024
Plans
11
Retirement
2
$1.37B assets
Welfare
9
$11.2M premiums
Participants
56,547
6600 S. YALE AVENUE, SUITE 400 - TULSA, OK 741363319918-502-8122saintfrancis.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
11 filings#002401k-$1.01B - 15,226 part#003403b-$366.1M - 1,016 part#525Fully Insured-$4.8M - 6,788 lives#510Fully Insured-$2.4M - 9,203 lives#520Fully Insured-$2.3M - 7,487 lives#540Fully Insured-$700K - 6,160 lives#535Fully Insured-$696K - 1,654 lives#550Fully Insured-$260K - 146 lives#545Fully Insured-$134K - 113 lives#501Self Funded-0 lives#530Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $1.37B assets / 16,242 participantsParticipants by plan
Active + retired + deferred vested
- 401(K) SAVINGS P (#002)15,226
Benefits portfolio analytics
9 plans / $11.2M premiums / 31,551 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$4.8M
- Other$3.3M
- Life$2.8M
- Long-term disability$2.3M
- Vision$700K
- Health$696K
Carrier market share
Premium dollars by Schedule A carrier
72%top
- METROPOLITAN LIFE INSURANCE COMPANY72%
- UNUM LIFE INSURANCE COMPANY OF AMERICA20%
- VISION SERVICE PLAN6%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
90%top
- GALLAGHER BENEFIT SERVICES, INC.90%
- LONG TERM CARE SOLUTIONS, INC.5%
- AON CONSULTING INC4%
- OSAIC FA INC1%
- LPL FINANCIAL CORP1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P
401k
Assets$1.01B
Participants15,226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P
403b
Assets$366.1M
Participants1,016
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525
SAINT FRANCIS HEALTH SYSTEM GROUP DENTAL PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$4.8M
Covered lives6,788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
SAINT FRANCIS HEALTH SYSTEM GROUP LIFE INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives9,203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
SAINT FRANCIS HEALTH SYSTEM GROUP LONG TERM DISABILITY PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.3M
Covered lives7,487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540
SAINT FRANCIS HEALTH SYSTEM INC GROUP VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$700K
Covered lives6,160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535
SAINT FRANCIS HEALTH SYSTEM CRITICAL ILLNESS INSURANCE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$696K
Covered lives1,654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#550
SAINT FRANCIS HEALTH SYSTEM GROUP VARIABLE UNIVERS
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$260K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545
SAINT FRANCIS HEALTH SYSTEM INC GROUP LONG TERM CARE PLAN
Fully Insured - AMERICAN HERITAGE LIFE INSURANCE COMPANY
Premiums$134K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SAINT FRANCIS HEALTH SYSTEM GROUP MEDICAL BENEFIT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530
SAINT FRANCIS HEALTH SYSTEM TAXSAVER PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAINT FRANCIS HEALTH SYSTEM, INC. 401(K) SAVINGS P | 401k | $1.01B | 15,226 | 2024 | |
| 003 | SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | 403b | $366.1M | 1,016 | 2024 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | SAINT FRANCIS HEALTH SYSTEM GROUP DENTAL PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $4.8M | 6,788 | 2024 | |
| 510 | SAINT FRANCIS HEALTH SYSTEM GROUP LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $2.4M | 9,203 | 2024 | |
| 520 | SAINT FRANCIS HEALTH SYSTEM GROUP LONG TERM DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2.3M | 7,487 | 2024 | |
| 540 | SAINT FRANCIS HEALTH SYSTEM INC GROUP VISION PLAN | Fully Insured | VISION SERVICE PLAN | $700K | 6,160 | 2024 | |
| 535 | SAINT FRANCIS HEALTH SYSTEM CRITICAL ILLNESS INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $696K | 1,654 | 2024 | |
| 550 | SAINT FRANCIS HEALTH SYSTEM GROUP VARIABLE UNIVERS | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $260K | 146 | 2024 | |
| 545 | SAINT FRANCIS HEALTH SYSTEM INC GROUP LONG TERM CARE PLAN | Fully Insured | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $134K | 113 | 2024 | |
| 501 | SAINT FRANCIS HEALTH SYSTEM GROUP MEDICAL BENEFIT | Self Funded | - | $0 | 0 | 2024 | |
| 530 | SAINT FRANCIS HEALTH SYSTEM TAXSAVER PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans