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  2. YUMA REGIONAL MEDICAL CENTER
Sponsor portfolioTH

YUMA REGIONAL MEDICAL CENTER

EIN 86-6007596-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$351.5M assets
Welfare
1
$2.7M premiums
Participants
7,950
2400 SOUTH AVENUE A - YUMA, AZ 85364928-336-7411
Plans on this EIN
3 filings
#002401k-$180.5M - 4,224 part#001TraditionalDB-$170.9M - 1,520 part#502Mixed-$2.7M - 2,959 lives

Retirement portfolio analytics

2 plans aggregated / $351.5M assets / 5,744 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • MEDICAL CENTER 401(K) (#002)51%
  • MEDICAL CENTER PENSION (#001)49%
Total $351.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MEDICAL CENTER 401(K) (#002)4,224
  • MEDICAL CENTER PENSION (#001)1,520
Total 5,744Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 2,959 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$999K
  • Long-term disability$806K
  • Life$755K
  • Vision$387K
Total $2.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY61%
  • AFLAC20%
  • VISION SERVICE PLAN14%
  • ARAG INSURANCE COMPANY3%
  • CURALINC HEALTHCARE2%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MERCER HEALTH AND BENEFITS, LLC91%
  • KELLY MCGARRY4%
  • KAYELA FORD2%
  • BENEFITSTORE INC2%
  • JARCEY RAUL RODRIGUEZ1%
  • +2 more
Total $227K7 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

YUMA REGIONAL MEDICAL CENTER 401(K) PLAN

401k

Assets$180.5M
Participants4,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

YUMA REGIONAL MEDICAL CENTER PENSION PLAN

TraditionalDB

Assets$170.9M
Participants1,520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

YUMA REGIONAL MEDICAL CENTER GROUP INSURANCE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives2,959
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002YUMA REGIONAL MEDICAL CENTER 401(K) PLAN401k$180.5M4,2242024
001YUMA REGIONAL MEDICAL CENTER PENSION PLANTraditionalDB$170.9M1,5202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502YUMA REGIONAL MEDICAL CENTER GROUP INSURANCE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$2.7M2,9592024
Retirement plans
Welfare plans
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