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  1. Companies/
  2. SWEDISH HEALTH SERVICES
Sponsor portfolioTH

SWEDISH HEALTH SERVICES

EIN 91-0433740-Health Care and Social Assistance-Latest filing 2024
Plans
6
Retirement
5
$1.29B assets
Welfare
1
$11.0M premiums
Participants
22,165
1801 LIND AVE SW - RENTON, WA 980579016888-687-3753
Plans on this EIN
6 filings
#001TraditionalDB-$875.0M - 6,177 part#016403b-$292.7M - 2,147 part#002TraditionalDB-$121.5M - 1,023 part#019403b-$946K - 21 part#011403b-$525K - 9 part#519Mixed-$11.0M - 14,822 lives

Retirement portfolio analytics

5 plans aggregated / $1.29B assets / 9,377 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • HEALTH SERVICES PENSION (#001)68%
  • 403(B) RETIREMENT PLAN (#016)23%
  • SERVICES RETIREE PENSION (#002)9%
  • THE NORTHWEST 403(B) (#019)0%
  • AND ANNUITY PLAN (#011)0%
Total $1.29BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SERVICES PENSION (#001)6,177
  • 403(B) RETIREMENT PLAN (#016)2,147
  • SERVICES RETIREE PENSION (#002)1,023
  • THE NORTHWEST 403(B) (#019)21
  • AND ANNUITY PLAN (#011)9
Total 9,377Click row to drill in

Benefits portfolio analytics

1 plan / $11.0M premiums / 14,822 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.6M
  • Long-term disability$5.1M
  • Life$5.0M
  • Dental$247K
Total $11.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA47%
  • SECURIAN LIFE INSURANCE COMPANY46%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA2%
Total $11.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • WILLIS TOWERS WATSON US LLC95%
  • AON CONSULTING INC5%
Total $466K2 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

SWEDISH HEALTH SERVICES PENSION PLAN

TraditionalDB

Assets$875.0M
Participants6,177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#016

SWEDISH HEALTH SERVICES 403(B) RETIREMENT PLAN

403b

Assets$292.7M
Participants2,147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

SWEDISH HEALTH SERVICES RETIREE PENSION PLAN

TraditionalDB

Assets$121.5M
Participants1,023
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#019

VISITING NURSE SERVICES OF THE NORTHWEST 403(B) PLAN

403b

Assets$946K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#011

DOCTORS HOSPITAL EMPLOYEES PENSION AND ANNUITY PLAN

403b

Assets$525K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519

SWEDISH HEALTH SERVICES HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$11.0M
Covered lives14,822
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
001SWEDISH HEALTH SERVICES PENSION PLANTraditionalDB$875.0M6,1772024
016SWEDISH HEALTH SERVICES 403(B) RETIREMENT PLAN403b$292.7M2,1472024
002SWEDISH HEALTH SERVICES RETIREE PENSION PLANTraditionalDB$121.5M1,0232024
019VISITING NURSE SERVICES OF THE NORTHWEST 403(B) PLAN403b$946K212024
011DOCTORS HOSPITAL EMPLOYEES PENSION AND ANNUITY PLAN403b$525K92024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
519SWEDISH HEALTH SERVICES HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$11.0M14,8222024
Retirement plans
Welfare plans
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