Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ERLANGER HEALTH SYSTEM
EIN 88-3616696hospital & health careLatest filing 2024
Plans
3
Retirement
2
$384.6M assets
Welfare
1
$974K premiums
Participants
23,278
975 EAST 3RD STREET - CHATTANOOGA, TN 37403423-778-3581erlangerfoundations.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 / $974K premiums / 8,187 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$529K
- Life$445K
- Other$97K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- METROPOLITAN LIFE INSURANCE COMPANY54%
- UNUM LIFE INSURANCE COMPANY OF AMERICA46%
Broker market share
Schedule A broker compensation
95%top
- MCGRIFF INSURANCE SERVICES INC95%
- BARNETT BENEFITS LLC3%
- BENEFIT COMMUNICATIONS INC2%
- 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 - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$974K
Covered lives8,187
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 | METROPOLITAN LIFE INSURANCE COMPANY | $974K | 8,187 | 2024 |
Retirement plans
Welfare plans