Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SOUTH PENINSULA HOSPITAL, INC.
EIN 92-0037099hospital & health careLatest filing 2025
Plans
4
Retirement
3
$49.3M assets
Welfare
1
$8K premiums
Participants
1,627
4300 BARTLETT STREET - HOMER, AK 99603907-235-8101sphosp.orgLinkedIn201-500 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $49.3M assets / 998 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- ASCENSUS LLC70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8K premiums / 629 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- DELTA DENTAL OF CALIFORNIA100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
S. PENINSULA HOSP 403B PL FOR NON-UNION EES
403b
Assets$21.0M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOUTH PENINSULA HOSPITAL EMPLOYEES PENSION PLAN AND TRUST
TraditionalDB
Assets$14.9M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES
403b
Assets$13.4M
Participants632
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SOUTH PENINSULA HOSPITAL HEALTH CARE PLAN
Mixed - OREGON DENTAL SERVICE
Premiums$8K
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | S. PENINSULA HOSP 403B PL FOR NON-UNION EES | 403b | $21.0M | 229 | 2025 | |
| 001 | SOUTH PENINSULA HOSPITAL EMPLOYEES PENSION PLAN AND TRUST | TraditionalDB | $14.9M | 137 | 2024 | |
| 004 | SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR UNION EMPLOYEES | 403b | $13.4M | 632 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SOUTH PENINSULA HOSPITAL HEALTH CARE PLAN | Mixed | OREGON DENTAL SERVICE | $8K | 629 | 2025 |
Retirement plans
Welfare plans