Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NUVANCE HEALTH
EIN 83-4214573hospital & health careLatest filing 2024
Plans
3
Retirement
2
$1.98B assets
Welfare
1
$6.8M premiums
Participants
27,580
100 RESERVE ROAD - DANBURY, CT 06810203-739-8181nuvancehealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.98B assets / 17,728 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.8M premiums / 9,749 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$3.8M
- Life$2.8M
- Other$2.6M
Carrier market share
Premium dollars by Schedule A carrier
92%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
59%top
- CUSTOM BENEFIT PROGRAMS INC59%
- GALLAGHER BENEFIT SERVICES, INC.17%
- AON CONSULTING INC14%
- MARSH & MCLENNAN AGENCY LLC11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
NUVANCE HEALTH 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$1.24B
Participants13,041
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN)
403b
Assets$746.1M
Participants4,687
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NUVANCE HEALTH
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$6.8M
Covered lives9,749
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | NUVANCE HEALTH 401(K) RETIREMENT SAVINGS PLAN | 401k | $1.24B | 13,041 | 2024 | |
| 002 | NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | 403b | $746.1M | 4,687 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NUVANCE HEALTH | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $6.8M | 9,749 | 2024 |
Retirement plans
Welfare plans