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Sponsor portfolioTH

PRESBYTERIAN HEALTHCARE SERVICES

EIN 85-0105601-hospital & health care-Latest filing 2024
Plans
6
Retirement
3
$1.76B assets
Welfare
3
$20.5M premiums
Participants
80,283
9521 SAN MATEO NE - ALBUQUERQUE, NM 87113505-923-8639phs.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
6 filings
#002403b-$967.8M - 19,459 part#003ProfitSharing-$531.3M - 17,205 part#004TraditionalDB-$260.7M - 1,744 part#509Mixed-$20.5M - 20,509 lives#508Fully Insured-$8K - 13,183 lives#510Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.76B assets / 38,408 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • HEALTHCARE SERVICES 403(B) (#002)55%
  • SERVICES 401(A) PLAN (#003)30%
  • PENSION PLAN II (#004)15%
Total $1.76BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
85%top
  • FID INV INST OPS CO85%
  • MORNEAU SHEPELL15%
Total $1.76BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTHCARE SERVICES 403(B) (#002)19,459
  • SERVICES 401(A) PLAN (#003)17,205
  • PENSION PLAN II (#004)1,744
Total 38,408Click row to drill in

Benefits portfolio analytics

3 plans / $20.5M premiums / 33,692 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$7.1M
  • Life$5.6M
  • Other$3.7M
  • Long-term disability$3.3M
  • Vision$908K
Total $20.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • DELTA DENTAL OF CALIFORNIA34%
  • SECURIAN LIFE INSURANCE COMPANY27%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
  • AFLAC16%
  • EYEMED VISION CARE4%
  • +2 more
Total $20.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • AON CONSULTING INC51%
  • CUSTOM BENEFIT PROGRAMS INC49%
Total $1.3M2 slices

Plan deep-dives

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

PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN

403b

Assets$967.8M
Participants19,459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLAN

ProfitSharing

Assets$531.3M
Participants17,205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PRESBYTERIAN HEALTHCARE SERVICES EMPLOYEES' PENSION PLAN II

TraditionalDB

Assets$260.7M
Participants1,744
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

PRESBYTERIAN HEALTHCARE SERVICES CUSTOM BENEFITS PLAN

Mixed - DELTA DENTAL OF NEW MEXICO

Premiums$20.5M
Covered lives20,509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

PRESBYTERIAN HEALTHCARE SERVICES TRAVEL ACCIDENT INSURANCE

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA

Premiums$8K
Covered lives13,183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PRESBYTERIAN HEALTHCARE SERVICES WORKFORCE CHANGE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN403b$967.8M19,4592024
003PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLANProfitSharing$531.3M17,2052024
004PRESBYTERIAN HEALTHCARE SERVICES EMPLOYEES' PENSION PLAN IITraditionalDB$260.7M1,7442024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
509PRESBYTERIAN HEALTHCARE SERVICES CUSTOM BENEFITS PLANMixedDELTA DENTAL OF NEW MEXICO$20.5M20,5092024
508PRESBYTERIAN HEALTHCARE SERVICES TRAVEL ACCIDENT INSURANCEFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$8K13,1832024
510PRESBYTERIAN HEALTHCARE SERVICES WORKFORCE CHANGE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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