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Sponsor portfolioTH

TUALITY HEALTHCARE

EIN 93-0430029-hospital & health care-Latest filing 2025
Plans
5
Retirement
3
$204.4M assets
Welfare
2
$2.4M premiums
Participants
6,391
334 SE 8TH AVENUE - HILLSBORO, OR 97123503-681-1158LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
5 filings
#002403b-$120.4M - 1,998 part#001TraditionalDB-$71.2M - 1,213 part#003CashBalance-$12.7M - 889 part#505Mixed-$2.4M - 1,495 lives#506Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $204.4M assets / 4,100 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN - 403(B) (#002)59%
  • HEALTHCARE RETIREMENT PLAN (#001)35%
  • CASH BALANCE PENSION (#003)6%
Total $204.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
65%top
  • (Not disclosed)65%
  • PBI35%
Total $204.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN - 403(B) (#002)1,998
  • HEALTHCARE RETIREMENT PLAN (#001)1,213
  • CASH BALANCE PENSION (#003)889
Total 4,100Click row to drill in

Benefits portfolio analytics

2 plans / $2.4M premiums / 1,495 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$971K
  • Other$591K
  • Life$396K
  • Dental$393K
  • Short-term disability$304K
  • Vision$154K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA75%
  • WILLAMETTE DENTAL INSURANCE, INC.16%
  • VISION SERVICE PLAN6%
  • CANOPY2%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • AON CONSULTING INC84%
  • PLANSOURCE BENEFIT ADMINISTRATION16%
  • THE PARTNERS GROUP1%
Total $203K3 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

TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B)

403b

Assets$120.4M
Participants1,998
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TUALITY HEALTHCARE RETIREMENT PLAN

TraditionalDB

Assets$71.2M
Participants1,213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TUALITY HEALTHCARE CASH BALANCE PENSION PLAN

CashBalance

Assets$12.7M
Participants889
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TUALITY HEALTHCARE HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.4M
Covered lives1,495
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

TUALITY HEALTHCARE SEVERANCE PAY PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B)403b$120.4M1,9982024
001TUALITY HEALTHCARE RETIREMENT PLANTraditionalDB$71.2M1,2132024
003TUALITY HEALTHCARE CASH BALANCE PENSION PLANCashBalance$12.7M8892024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TUALITY HEALTHCARE HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.4M1,4952025
506TUALITY HEALTHCARE SEVERANCE PAY PROGRAMSelf Funded-$002025
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