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  2. Tuality Healthcare
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Tuality Healthcare

EIN 93-0430029-hospital & health care-Latest filing 2025
Plans
5
Retirement
3
$225.4M assets
Health & Benefits
2
$2.4M premiums
Participants
6,397
334 SOUTHEAST EIGHTH AVENUE - HILLSBORO, OR 97123503-681-1824LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
5 filings
#002403(b)-$136.7M - 2,046 part#001Traditional DB-$75.3M - 1,212 part#003Cash balance-$13.4M - 848 part#505Mixed-$2.4M - 1,495 lives#506Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $225.4M assets / 4,106 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN - 403(B) (#002)$136.7M
  • HEALTHCARE RETIREMENT PLAN (#001)$75.3M
  • CASH BALANCE PENSION (#003)$13.4M
Total $225.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$150.1M
  • PBI$75.3M
Total $225.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN - 403(B) (#002)2,046
  • HEALTHCARE RETIREMENT PLAN (#001)1,212
  • CASH BALANCE PENSION (#003)848
Total 4,106Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B)

403(b)

Assets$136.7M
Participants2,046
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

TUALITY HEALTHCARE RETIREMENT PLAN

Traditional DB

Assets$75.3M
Participants1,212
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

TUALITY HEALTHCARE CASH BALANCE PENSION PLAN

Cash balance

Assets$13.4M
Participants848
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

TUALITY HEALTHCARE HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.4M
Covered lives1,495
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

TUALITY HEALTHCARE SEVERANCE PAY PROGRAM

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B)403(b)$136.7M2,0462025
#001TUALITY HEALTHCARE RETIREMENT PLANTraditional DB$75.3M1,2122025
#003TUALITY HEALTHCARE CASH BALANCE PENSION PLANCash balance$13.4M8482025
  • TUALITY HEALTHCARE PERFORMANCE RETIREMENT PLAN - 403(B)$136.7M
    #002 · 403(b) · 20252,046
  • TUALITY HEALTHCARE RETIREMENT PLAN$75.3M
    #001 · Traditional DB · 20251,212
  • TUALITY HEALTHCARE CASH BALANCE PENSION PLAN$13.4M
    #003 · Cash balance · 2025848

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505TUALITY HEALTHCARE HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.4M1,4952025
#506TUALITY HEALTHCARE SEVERANCE PAY PROGRAMSelf-funded-$002025
  • TUALITY HEALTHCARE HEALTH AND WELFARE PLAN$2.4M
    #505 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20251,495
  • TUALITY HEALTHCARE SEVERANCE PAY PROGRAM$0
    #506 · Self-funded · 20250
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
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