Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
COTTAGE HEALTH
EIN 77-0431902hospital & health careLatest filing 2024
Plans
4
Retirement
3
$1.06B assets
Welfare
1
$3.1M premiums
Participants
14,716
P.O BOX 689 - SANTA BARBARA, CA 931020689805-682-7111cottagehealthsystem.orgLinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $1.06B assets / 10,519 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 4,010 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.5M
- Long-term disability$1.3M
- Life$1.0M
- Short-term disability$349K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY93%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COTTAGE HEALTH PENSION PLAN
CashBalance
Assets$890.4M
Participants5,426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
MYFUTURE 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$102.0M
Participants2,986
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
COTTAGE HEALTH 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$67.0M
Participants2,107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COTTAGE HEALTH EMPLOYEE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$3.1M
Covered lives4,010
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COTTAGE HEALTH PENSION PLAN | CashBalance | $890.4M | 5,426 | 2024 | |
| 007 | MYFUTURE 401(K) RETIREMENT SAVINGS PLAN | 401k | $102.0M | 2,986 | 2024 | |
| 008 | COTTAGE HEALTH 403(B) RETIREMENT SAVINGS PLAN | 403b | $67.0M | 2,107 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COTTAGE HEALTH EMPLOYEE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $3.1M | 4,010 | 2024 |
Retirement plans
Welfare plans