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Sponsor portfolioTH

PETERSON HEALTH

EIN 74-2557820-Latest filing 2025
Plans
2
Retirement
1
$67.3M assets
Welfare
1
$1.3M premiums
Participants
2,665
551 HILL COUNTRY DR - KERRVILLE, TX 78028830-258-7441
Plans on this EIN
2 filings
#003401k-$67.3M - 1,521 part#512Mixed-$1.3M - 1,439 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Vision$124K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HARTFORD LIFE AND ACCIDENT89%
  • VISION SERVICE PLAN9%
  • TELUS HEALTH (US) LTD.2%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • WILLIS TOWERS WATSON US LLC83%
  • REUBEN WARNER ASSOCIATES, INC.17%
Total $252K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SID PETERSON MEMORIAL HOSPITAL 401(K) SAVINGS AND PROFIT SHARING PLAN

401k

Assets$67.3M
Participants1,521
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

PETERSON HEALTH COMPREHENSIVE WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.3M
Covered lives1,439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SID PETERSON MEMORIAL HOSPITAL 401(K) SAVINGS AND PROFIT SHARING PLAN401k$67.3M1,5212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512PETERSON HEALTH COMPREHENSIVE WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$1.3M1,4392025
Retirement plans
Welfare plans
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