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Sponsor portfolio

TANNER MEMORIAL CLINIC

EIN 87-0218917-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$146.4M assets
Welfare
1
$432K premiums
Participants
2,035
2121 NORTH 1700 WEST - LAYTON, UT 84041801-773-4840LinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$146.4M - 1,446 part#501Mixed-$432K - 436 lives

Benefits portfolio analytics

1 plan / $432K premiums / 436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$416K
  • Life$305K
  • Short-term disability$305K
  • Long-term disability$305K
  • Vision$15K
Total $432K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA96%
  • TOWN & COUNTRY LIFE INSURANCE COMPANY4%
Total $432K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MORETON & COMPANY75%
  • PROFESSIONAL GROUP PLANS INC25%
Total $131K2 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

TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN

401k

Assets$146.4M
Participants1,446
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TANNER MEMORIAL CLINIC HEALTH & WELFARE BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$432K
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TANNER MEMORIAL CLINIC EMPLOYEE 401(K)PROFIT SHARING PLAN401k$146.4M1,4462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TANNER MEMORIAL CLINIC HEALTH & WELFARE BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$432K4362025
Retirement plans
Welfare plans
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