Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.3M
- Life$3.7M
- Long-term disability$3.7M
Sponsor portfolioTH
ST. CHARLES HEALTH SYSTEM
EIN 93-0602940hospital & health careLatest filing 2025
Plans
2
Retirement
1
$744.0M assets
Welfare
1
$6.3M premiums
Participants
11,371
2500 NE NEFF ROAD - BEND, OR 97701541-706-7707stcharleshealthcare.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 5,646 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA96%
- CANOPY4%
Broker market share
Schedule A broker compensation
96%top
- THE PARTNERS GROUP96%
- ASSUREX GLOBAL CORPORATION3%
- CUSTOM BENEFIT PROGRAMS INC0%
- STEVEN RAY GRIFFIN0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ST. CHARLES HEALTH SYSTEM, INC. RETIREMENT PLAN
403b
Assets$744.0M
Participants6,419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
ST. CHARLES HEALTH SYSTEM, INC. HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$6.3M
Covered lives5,646
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. CHARLES HEALTH SYSTEM, INC. RETIREMENT PLAN | 403b | $744.0M | 6,419 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | ST. CHARLES HEALTH SYSTEM, INC. HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6.3M | 5,646 | 2025 |
Retirement plans
Welfare plans