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Sponsor portfolioTH

ASANTE

EIN 93-0223960-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$789.2M assets
Welfare
1
$11.4M premiums
Participants
13,986
2635 SISKIYOU BLVD. - MEDFORD, OR 97504541-789-4610asante.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#002403b-$758.5M - 7,757 part#003CashBalance-$30.7M - 245 part#510Mixed-$11.4M - 8,684 lives

Retirement portfolio analytics

2 plans aggregated / $789.2M assets / 8,002 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • ASANTE 403B PLAN (#002)96%
  • HOSPITAL RETIREMENT PLAN (#003)4%
Total $789.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • FID INV INST OPS CO96%
  • (Not disclosed)4%
Total $789.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASANTE 403B PLAN (#002)7,757
  • HOSPITAL RETIREMENT PLAN (#003)245
Total 8,002Click row to drill in

Benefits portfolio analytics

1 plan / $11.4M premiums / 8,684 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$5.4M
  • Other$5.1M
  • Life$4.9M
  • Short-term disability$4.9M
  • Long-term disability$4.9M
  • Vision$893K
Total $11.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • METROPOLITAN LIFE INSURANCE COMPANY43%
  • STANDARD INSURANCE COMPANY43%
  • VISION SERVICE PLAN8%
  • WILLAMETTE DENTAL INSURANCE, INC.5%
  • CURALINC HEALTHCARE1%
Total $11.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • THE PARTNERS GROUP56%
  • ALLIANT INSURANCE SERVICES, INC.36%
  • MICHELLE LAFFEA8%
Total $331K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASANTE 403B PLAN

403b

Assets$758.5M
Participants7,757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ASHLAND COMMUNITY HOSPITAL RETIREMENT PLAN

CashBalance

Assets$30.7M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ASANTE EMPLOYEE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$11.4M
Covered lives8,684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASANTE 403B PLAN403b$758.5M7,7572024
003ASHLAND COMMUNITY HOSPITAL RETIREMENT PLANCashBalance$30.7M2452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ASANTE EMPLOYEE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$11.4M8,6842024
Retirement plans
Welfare plans
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