Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERLANGER HEALTH
EIN 88-3616696hospital & health careLatest filing 2025
Plans
3
Retirement
2
$384.6M assets
Welfare
1
$6.9M premiums
Participants
22,352
975 EAST THIRD STREET - CHATTANOOGA, TN 37403423-778-7421erlangerfoundations.orgLinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $384.6M assets / 16,531 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.9M premiums / 8,842 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.5M
- Life$5.2M
- Short-term disability$4.4M
- Long-term disability$4.4M
- Vision$535K
Carrier market share
Premium dollars by Schedule A carrier
80%top
- SUN LIFE ASSURANCE COMPANY OF CANADA80%
- METROPOLITAN LIFE INSURANCE COMPANY16%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
80%top
- MCGRIFF INSURANCE SERVICES INC80%
- MARSH & MCLENNAN AGENCY LLC20%
- BARNETT BENEFITS LLC0%
- HODGES-MACE BENEFITS GRP INC0%
- RICHARD W SPENCER CLU & ASSOCIATES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ERLANGER HEALTH 403(B) RETIREMENT SAVINGS PLAN
403b
Assets$237.0M
Participants8,927
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ERLANGER HEALTH 401(A) RETIREMENT SAVINGS PLAN
401k
Assets$147.6M
Participants7,604
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ERLANGER HEALTH WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$6.9M
Covered lives8,842
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ERLANGER HEALTH 403(B) RETIREMENT SAVINGS PLAN | 403b | $237.0M | 8,927 | 2024 | |
| 001 | ERLANGER HEALTH 401(A) RETIREMENT SAVINGS PLAN | 401k | $147.6M | 7,604 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ERLANGER HEALTH WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $6.9M | 8,842 | 2025 |
Retirement plans
Welfare plans