Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VITALANT
EIN 86-0098929hospital & health careLatest filing 2024
Plans
3
Retirement
2
$613.0M assets
Welfare
1
$8.7M premiums
Participants
12,030
9305 E VIA DE VENTURA - SCOTTSDALE, AZ 85258480-675-5567vitalant.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $613.0M assets / 8,752 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- (Not disclosed)70%
- THE BANK OF NEW YORK MELLON30%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.7M premiums / 4,333 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Prescription drug$5.3M
- Other$3.1M
- Life$2.7M
- Long-term disability$2.7M
- Vision$260K
Carrier market share
Premium dollars by Schedule A carrier
61%top
- KAISER FOUNDATION HEALTH PLAN INC61%
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- AETNA LIFE INSURANCE COMPANY4%
- HEALTH AND HUMAN RESOURCE CENTER0%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
- REUBEN WARNER ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VITALANT 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$428.6M
Participants5,734
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
CONSOLIDATED RETIREMENT PLAN OF VITALANT
CashBalance
Assets$184.4M
Participants3,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VITALANT GROUP HEALTH AND WELFARE INSURANCE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$8.7M
Covered lives4,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VITALANT 401(K) RETIREMENT SAVINGS PLAN | 401k | $428.6M | 5,734 | 2024 | |
| 010 | CONSOLIDATED RETIREMENT PLAN OF VITALANT | CashBalance | $184.4M | 3,018 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VITALANT GROUP HEALTH AND WELFARE INSURANCE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $8.7M | 4,333 | 2024 |
Retirement plans
Welfare plans