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Sponsor portfolio

MONTROSE MEMORIAL HOSPITAL

EIN 84-6002707-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$40.1M assets
Welfare
1
$326K premiums
Participants
1,625
800 S 3RD ST - MONTROSE, CO 814014212970-240-7395LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$40.1M - 989 part#501Mixed-$326K - 922 lives

Benefits portfolio analytics

1 plan / $326K premiums / 922 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$130K
  • Vision$89K
  • Long-term disability$69K
  • Dental$25K
  • Other$13K
Total $326K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA65%
  • PRINCIPAL LIFE INSURANCE COMPANY27%
  • AMERITAS LIFE INSURANCE CORP.8%
Total $326K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • GALLAGHER BENEFIT SERVICES, INC.57%
  • MARK NEILL43%
Total $41K2 slices

Plan deep-dives

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

MONTROSE REGIONAL HEALTH RETIREMENT SAVINGS PLAN

401k

Assets$40.1M
Participants989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MONTROSE MEMORIAL HOSPITAL INC, EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$326K
Covered lives922
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTROSE REGIONAL HEALTH RETIREMENT SAVINGS PLAN401k$40.1M9892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MONTROSE MEMORIAL HOSPITAL INC, EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$326K9222025
Retirement plans
Welfare plans
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