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Sponsor portfolioTH

METHODIST HOSPITALS OF DALLAS

EIN 75-0800661-medical practice-Latest filing 2025
Plans
4
Retirement
2
$1.41B assets
Welfare
2
$11.6M premiums
Participants
56,631
PO BOX 655999 - DALLAS, TX 752655999214-947-6536LinkedIn1-10 employeesmedical practice
Plans on this EIN
4 filings
#002403b-$927.9M - 17,325 part#001OtherDC-$484.3M - 15,121 part#515Mixed-$11.6M - 12,217 lives#510Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.41B assets / 32,446 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • HEALTH SYSTEM 403(B) (#002)66%
  • EMPLOYEE RETIREMENT PLAN (#001)34%
Total $1.41BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • FIDELITY INVESTMENTS INSTITUTIONAL100%
Total $1.41BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SYSTEM 403(B) (#002)17,325
  • EMPLOYEE RETIREMENT PLAN (#001)15,121
Total 32,446Click row to drill in

Benefits portfolio analytics

2 plans / $11.6M premiums / 12,217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$6.6M
  • Life$6.4M
  • Short-term disability$6.4M
  • Long-term disability$6.4M
  • Dental$4.1M
  • Vision$881K
Total $11.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA55%
  • DELTA DENTAL OF CALIFORNIA32%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • ALPHA DENTAL PROGRAMS, INC.3%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $11.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • LOCKTON COMPANIES, LLC52%
  • SEDGWICK CLAIMS MANAGEMENT SERVICES48%
Total $1.5M2 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

METHODIST HEALTH SYSTEM 403(B) PLAN

403b

Assets$927.9M
Participants17,325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLAN

OtherDC

Assets$484.3M
Participants15,121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

METHODIST HEALTH SYSTEM BENECHOICE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$11.6M
Covered lives12,217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

METHODIST HOSPITALS OF DALLAS OCCUPATIONAL INJURY BENEFIT PLAN

Unknown

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002METHODIST HEALTH SYSTEM 403(B) PLAN403b$927.9M17,3252025
001METHODIST HEALTH SYSTEM EMPLOYEE RETIREMENT PLANOtherDC$484.3M15,1212025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
515METHODIST HEALTH SYSTEM BENECHOICE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$11.6M12,2172025
510METHODIST HOSPITALS OF DALLAS OCCUPATIONAL INJURY BENEFIT PLANUnknown-$002025
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