Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolioTH
SAINT FRANCIS HEALTH SYSTEM INC
EIN 73-1501972hospital & health careLatest filing 2025
Plans
11
Retirement
2
$1.60B assets
Welfare
9
$11.3M premiums
Participants
58,683
6502 S. YALE AVENUE, SUITE 2340 - TULSA, OK 741363319918-502-8122saintfrancis.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
11 filings#002401k-$1.21B - 15,392 part#003403b-$386.9M - 955 part#525Fully Insured-$4.8M - 7,087 lives#510Fully Insured-$2.5M - 9,628 lives#520Fully Insured-$1.9M - 7,931 lives#540Fully Insured-$897K - 6,459 lives#535Fully Insured-$790K - 1,747 lives#550Fully Insured-$287K - 152 lives#545Fully Insured-$132K - 118 lives#501Self Funded-0 lives#530Self Funded-0 lives
Retirement portfolio analytics
2 plans aggregated / $1.60B assets / 16,347 participantsParticipants by plan
Active + retired + deferred vested
- 401(K) SAVINGS P (#002)15,392
Benefits portfolio analytics
9 plans / $11.3M premiums / 33,122 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$4.8M
- Other$3.5M
- Life$3.0M
- Long-term disability$1.9M
- Vision$897K
- Health$790K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- DELTA DENTAL OF CALIFORNIA42%
- METROPOLITAN LIFE INSURANCE COMPANY32%
- UNUM LIFE INSURANCE COMPANY OF AMERICA17%
- VISION SERVICE PLAN8%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
81%top
- AON CONSULTING INC81%
- CUSTOM BENEFIT PROGRAMS INC16%
- LONG TERM CARE SOLUTIONS, INC.3%
- GALLAGHER BENEFIT SERVICES, INC.0%
- LPL FINANCIAL CORP0%
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$1.21B
Participants15,392
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$386.9M
Participants955
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 - DELTA DENTAL
Premiums$4.8M
Covered lives7,087
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$2.5M
Covered lives9,628
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$1.9M
Covered lives7,931
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$897K
Covered lives6,459
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$790K
Covered lives1,747
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$287K
Covered lives152
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$132K
Covered lives118
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 | $1.21B | 15,392 | 2025 | |
| 003 | SAINT FRANCIS HEALTH SYSTEM, INC. 403(B) SAVINGS P | 403b | $386.9M | 955 | 2025 |
Welfare plans9
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 525 | SAINT FRANCIS HEALTH SYSTEM GROUP DENTAL PLAN | Fully Insured | DELTA DENTAL | $4.8M | 7,087 | 2025 | |
| 510 | SAINT FRANCIS HEALTH SYSTEM GROUP LIFE INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $2.5M | 9,628 | 2025 | |
| 520 | SAINT FRANCIS HEALTH SYSTEM GROUP LONG TERM DISABILITY PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.9M | 7,931 | 2025 | |
| 540 | SAINT FRANCIS HEALTH SYSTEM INC GROUP VISION PLAN | Fully Insured | VISION SERVICE PLAN | $897K | 6,459 | 2025 | |
| 535 | SAINT FRANCIS HEALTH SYSTEM CRITICAL ILLNESS INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $790K | 1,747 | 2025 | |
| 550 | SAINT FRANCIS HEALTH SYSTEM GROUP VARIABLE UNIVERS | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $287K | 152 | 2025 | |
| 545 | SAINT FRANCIS HEALTH SYSTEM INC GROUP LONG TERM CARE PLAN | Fully Insured | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $132K | 118 | 2025 | |
| 501 | SAINT FRANCIS HEALTH SYSTEM GROUP MEDICAL BENEFIT | Self Funded | - | $0 | 0 | 2025 | |
| 530 | SAINT FRANCIS HEALTH SYSTEM TAXSAVER PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans