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  2. MEMORIAL HERMANN HEALTH SYSTEM
Sponsor portfolioTH

MEMORIAL HERMANN HEALTH SYSTEM

EIN 74-1152597-hospital & health care-Latest filing 2025
Plans
6
Retirement
3
$4.08B assets
Welfare
3
$21.5M premiums
Participants
159,873
929 GESSNER RD STE 2700 - HOUSTON, TX 770242593713-242-2724memorialhermann.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
6 filings
#002403b-$3.32B - 40,140 part#001CashBalance-$649.9M - 11,377 part#005401k-$105.6M - 3,059 part#502Mixed-$21.5M - 42,320 lives#527Self Funded-0 lives#528Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $4.08B assets / 54,576 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • EMPLOYEES' RETIREMENT Savings (#002)81%
  • MEMORIAL HERMANN PENSION (#001)16%
  • PLAN AND TRUST (#005)3%
Total $4.08BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT Savings (#002)40,140
  • MEMORIAL HERMANN PENSION (#001)11,377
  • PLAN AND TRUST (#005)3,059
Total 54,576Click row to drill in

Benefits portfolio analytics

3 plans / $21.5M premiums / 42,320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8.6M
  • Long-term disability$5.9M
  • Vision$2.8M
  • Other$2.3M
  • Dental$1.6M
  • Health$395K
Total $21.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • SECURIAN LIFE INSURANCE COMPANY44%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY30%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • ALPHA DENTAL PROGRAMS, INC.7%
Total $21.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • BROWN AND BROWN OF FLORIDA, INC.40%
  • STRATEGIC EMPLOYEE BENEFIT SERVICES26%
  • WILLIS TOWERS WATSON US LLC24%
  • ENROLLEASE6%
  • PAYLOGIX2%
  • +1 more
Total $621K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN

403b

Assets$3.32B
Participants40,140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEMORIAL HERMANN PENSION PLAN

CashBalance

Assets$649.9M
Participants11,377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MEMORIAL HERMANN HEALTH SYSTEM 401(K) RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$105.6M
Participants3,059
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEMORIAL HERMANN HEALTH SYSTEM FLEXIBLE BENEFIT PLAN

Mixed - SECURIAN LIFE INSURANCE COMPANY

Premiums$21.5M
Covered lives42,320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

MEMORIAL HERMANN SYSTEM POSITION ELIMINATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528

MEMORIAL HERMANN HEALTH SYSTEM SAFETYNET OCCUPATIONAL HEALTH BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002MEMORIAL HERMANN HEALTH SYSTEM EMPLOYEES' RETIREMENT SAVINGS PLAN403b$3.32B40,1402024
001MEMORIAL HERMANN PENSION PLANCashBalance$649.9M11,3772025
005MEMORIAL HERMANN HEALTH SYSTEM 401(K) RETIREMENT SAVINGS PLAN AND TRUST401k$105.6M3,0592024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEMORIAL HERMANN HEALTH SYSTEM FLEXIBLE BENEFIT PLANMixedSECURIAN LIFE INSURANCE COMPANY$21.5M42,3202025
527MEMORIAL HERMANN SYSTEM POSITION ELIMINATION PLANSelf Funded-$002025
528MEMORIAL HERMANN HEALTH SYSTEM SAFETYNET OCCUPATIONAL HEALTH BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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