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  2. SPOKANE UNITED METHODIST HOMES, INC
Sponsor portfolioTH

SPOKANE UNITED METHODIST HOMES, INC

EIN 91-0715658-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$31.6M assets
Welfare
1
$959K premiums
Participants
1,580
2903 E. 25TH AVENUE - SPOKANE, WA 99223509-536-6650
Plans on this EIN
3 filings
#001TraditionalDB-$16.5M - 385 part#002401k-$15.1M - 900 part#501Fully Insured-$959K - 440 lives

Retirement portfolio analytics

2 plans aggregated / $31.6M assets / 1,285 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • DEFINED BENEFIT PENSION (#001)52%
  • EMPLOYEE RETIREMENT Savings (#002)48%
Total $31.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • T ROWE PRICE RPS INC48%
Total $31.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT Savings (#002)900
  • DEFINED BENEFIT PENSION (#001)385
Total 1,285Click row to drill in

Benefits portfolio analytics

1 plan / $959K premiums / 440 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$488K
  • Prescription drug$488K
  • Stop-loss$261K
  • Dental$132K
  • Other$54K
  • Life$40K
  • +2 more
Total $959K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KAISER FOUNDATION HEALTH PLAN INC51%
  • COMPANION LIFE INSURANCE COMPANY27%
  • DELTA DENTAL OF CALIFORNIA14%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN2%
  • +1 more
Total $959K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SPOKANE UNITED METHODIST HOMES, INC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$16.5M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$15.1M
Participants900
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPOKANE UNITED METHODIST HOMES

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Premiums$959K
Covered lives440
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPOKANE UNITED METHODIST HOMES, INC DEFINED BENEFIT PENSION PLANTraditionalDB$16.5M3852025
002SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN401k$15.1M9002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPOKANE UNITED METHODIST HOMESFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$959K4402024
Retirement plans
Welfare plans
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