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  2. SALUD FAMILY HEALTH, INC.
Sponsor portfolioTH

SALUD FAMILY HEALTH, INC.

EIN 84-0613540-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$61.9M assets
Welfare
1
$736K premiums
Participants
2,500
203 S ROLLIE AVE - FORT LUPTON, CO 80621720-322-9405saludclinic.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001MoneyPurchase-$33.7M - 1,108 part#002403b-$28.2M - 761 part#501Mixed-$736K - 853 lives

Retirement portfolio analytics

2 plans aggregated / $61.9M assets / 1,869 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • HEALTH RETIREMENT PLAN (#001)54%
  • EMPLOYEE CONTRIBUTION 403(B) (#002)46%
Total $61.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
Total $61.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH RETIREMENT PLAN (#001)1,108
  • EMPLOYEE CONTRIBUTION 403(B) (#002)761
Total 1,869Click row to drill in

Benefits portfolio analytics

1 plan / $736K premiums / 853 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$540K
  • Life$466K
  • Short-term disability$466K
  • Long-term disability$466K
  • Dental$112K
  • Vision$84K
Total $736K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA68%
  • DELTA DENTAL OF CALIFORNIA15%
  • EYEMED VISION CARE11%
  • MINES & ASSOCIATES5%
Total $736K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $95K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SALUD FAMILY HEALTH RETIREMENT PLAN

MoneyPurchase

Assets$33.7M
Participants1,108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SALUD FAMILY HEALTH EMPLOYEE CONTRIBUTION 403(B) PLAN

403b

Assets$28.2M
Participants761
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SALUD FAMILY HEALTH, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$736K
Covered lives853
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SALUD FAMILY HEALTH RETIREMENT PLANMoneyPurchase$33.7M1,1082025
002SALUD FAMILY HEALTH EMPLOYEE CONTRIBUTION 403(B) PLAN403b$28.2M7612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SALUD FAMILY HEALTH, INC. EMPLOYEE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$736K8532024
Retirement plans
Welfare plans
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