Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$110K
- Vision$110K
- Life$110K
- Short-term disability$110K
- Long-term disability$110K
- Other$110K
Sponsor portfolio
INCARNATE WORD RETIREMENT COMMUNITY, INC.
EIN 74-1109717hospital & health careLatest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$110K premiums
Participants
522
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $110K premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE VILLAGE AT INCARNATE WORD 403(B) PLAN
ProfitSharing
Assets$5.5M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE VILLAGE AT INCARNATE WORD HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$110K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE VILLAGE AT INCARNATE WORD 403(B) PLAN | ProfitSharing | $5.5M | 372 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE VILLAGE AT INCARNATE WORD HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $110K | 150 | 2025 |
Retirement plans
Welfare plans