Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NUVANCE HEALTH
EIN 83-4214573hospital & health careLatest filing 2025
Plans
3
Retirement
2
$1.98B assets
Welfare
1
$8.8M premiums
Participants
27,965
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 / $8.8M premiums / 10,176 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.2M
- Long-term disability$3.6M
- Life$2.4M
Carrier market share
Premium dollars by Schedule A carrier
69%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY69%
- AETNA LIFE INSURANCE COMPANY16%
- TRANSAMERICA LIFE INSURANCE COMPANY8%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
71%top
- CUSTOM BENEFIT PROGRAMS INC71%
- KELLY & ASSOCIATES INSURANCE GROUP13%
- MARSH & MCLENNAN AGENCY LLC9%
- AON CONSULTING INC5%
- GALLAGHER BENEFIT SERVICES, INC.1%
- +1 more
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$8.8M
Covered lives10,176
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 | $8.8M | 10,176 | 2025 |
Retirement plans
Welfare plans