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Sponsor portfolioTH

TRINIDAD AREA HEALTH ASSOCIATION

EIN 84-0586742-Latest filing 2025
Plans
3
Retirement
2
$12.2M assets
Welfare
1
$121K premiums
Participants
690
410 BENDICTA AVE. - TRINIDAD, CO 81082719-846-9213
Plans on this EIN
3 filings
#002403b-$9.2M - 257 part#001ProfitSharing-$3.0M - 252 part#501Mixed-$121K - 293 lives

Retirement portfolio analytics

2 plans aggregated / $12.2M assets / 509 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • HOSPITAL RETIREMENT PLAN (#002)75%
  • MATCHING RETIREMENT PLAN (#001)25%
Total $12.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $12.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOSPITAL RETIREMENT PLAN (#002)257
  • MATCHING RETIREMENT PLAN (#001)252
Total 509Click row to drill in

Benefits portfolio analytics

1 plan / $121K premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$100K
  • Long-term disability$100K
  • Vision$22K
Total $121K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA82%
  • EYEMED VISION CARE18%
Total $121K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN

403b

Assets$9.2M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLAN

ProfitSharing

Assets$3.0M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MT. SAN RAFAEL HOSPITAL EMPLOYEE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$121K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN403b$9.2M2572024
001MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLANProfitSharing$3.0M2522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MT. SAN RAFAEL HOSPITAL EMPLOYEE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$121K2932025
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