Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $59.0M assets / 380 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $314K premiums / 147 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STRATEGIC HEALTH PARTNERS, INC. 401(K) PLAN | 401(k) | $34.9M | 207 | 2025 |
| #002 | STRATEGIC HEALTH PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $24.1M | 173 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | STRATEGIC HEALTH PARTNERS WELFARE BENEFITS PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $314K | 147 | 2025 |