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Sponsor portfolioTH

COLUMBIA LUTHERAN CHARITIES DBA COLUMBIA MEMORIAL HOSPITAL

EIN 93-0583856-Health Care and Social Assistance-Latest filing 2024
Plans
4
Retirement
3
$129.6M assets
Welfare
1
$713K premiums
Participants
2,975
2111 EXCHANGE ST - ASTORIA, OR 971033329503-325-4321
Plans on this EIN
4 filings
#003403b-$51.1M - 1,101 part#001TraditionalDB-$50.4M - 323 part#002ProfitSharing-$28.1M - 901 part#501Mixed-$713K - 648 lives

Retirement portfolio analytics

3 plans aggregated / $129.6M assets / 2,325 participants

Assets by plan

Share of aggregate retirement assets

39%top
  • TAX DEFERRED ANNUITY (#003)39%
  • HOSPITAL RETIREMENT PLAN (#001)39%
  • PLAN AND TRUST (#002)22%
Total $129.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TAX DEFERRED ANNUITY (#003)1,101
  • PLAN AND TRUST (#002)901
  • HOSPITAL RETIREMENT PLAN (#001)323
Total 2,325Click row to drill in

Benefits portfolio analytics

1 plan / $713K premiums / 648 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$622K
  • Short-term disability$602K
  • Life$306K
  • Long-term disability$306K
  • Dental$91K
Total $713K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA85%
  • WILLAMETTE DENTAL INSURANCE, INC.13%
  • CANOPY3%
Total $713K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • USI INSURANCE SERVICES LLC67%
  • HEARTSEASE LLC11%
  • BENEFITS BY DESIGN INC8%
  • WORKSITE BENEFITS GROUP INC7%
  • ESSENTIAL OIL JOY3%
  • +2 more
Total $111K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY

403b

Assets$51.1M
Participants1,101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COLUMBIA MEMORIAL HOSPITAL RETIREMENT PLAN

TraditionalDB

Assets$50.4M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COLUMBIA MEMORIAL HOSPITAL TSA/THRIFT PLAN AND TRUST

ProfitSharing

Assets$28.1M
Participants901
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP HEALTH PLAN FOR EMPLOYEES

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$713K
Covered lives648
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003COLUMBIA MEMORIAL HOSPITAL 403(B) TAX DEFERRED ANNUITY403b$51.1M1,1012024
001COLUMBIA MEMORIAL HOSPITAL RETIREMENT PLANTraditionalDB$50.4M3232024
002COLUMBIA MEMORIAL HOSPITAL TSA/THRIFT PLAN AND TRUSTProfitSharing$28.1M9012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP HEALTH PLAN FOR EMPLOYEESMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$713K6482024
Retirement plans
Welfare plans
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