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Sponsor portfolio

THE METHODIST HOSPITAL

EIN 74-1180155-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$4.10B assets
Welfare
1
$43.8M premiums
Participants
120,033
6565 FANNIN , GB 163 - HOUSTON, TX 770302707832-667-6287LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filings
#333403b-$3.00B - 46,570 part#334ProfitSharing-$1.09B - 39,765 part#501Mixed-$43.8M - 48,269 lives

Retirement portfolio analytics

2 plans aggregated / $4.10B assets / 86,335 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • THE METHODIST HOSPITAL (#333)73%
  • THE METHODIST HOSPITAL (#334)27%
Total $4.10BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE METHODIST HOSPITAL (#333)46,570
  • THE METHODIST HOSPITAL (#334)39,765
Total 86,335Click row to drill in

Benefits portfolio analytics

1 plan / $43.8M premiums / 48,269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$16.7M
  • Other$9.2M
  • Life$8.4M
  • Long-term disability$6.5M
  • Vision$2.9M
  • Health$199K
  • +1 more
Total $43.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA37%
  • DELTA DENTAL OF CALIFORNIA37%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +3 more
Total $43.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MERCER HEALTH AND BENEFITS, LLC94%
  • WILLIS TOWERS WATSON US LLC6%
  • REUBEN WARNER ASSOCIATES, INC.0%
  • ALLIANT INSURANCE SERVICES, INC.0%
Total $2.5M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL

403b

Assets$3.00B
Participants46,570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITAL

ProfitSharing

Assets$1.09B
Participants39,765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE COMPREHENSIVE WELFARE BENEFITS PLAN OF THE METHODIST HOSPITAL

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$43.8M
Covered lives48,269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333THE TAX SHELTERED ANNUITY PLAN OF THE METHODIST HOSPITAL403b$3.00B46,5702024
334THE DEFINED CONTRIBUTION PLAN OF THE METHODIST HOSPITALProfitSharing$1.09B39,7652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE COMPREHENSIVE WELFARE BENEFITS PLAN OF THE METHODIST HOSPITALMixedDELTA DENTAL INSURANCE COMPANY$43.8M48,2692024
Retirement plans
Welfare plans
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