Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.8M
- Life$4.6M
- Long-term disability$3.5M
- Short-term disability$112K
Sponsor portfolioTH
ST. CHARLES HEALTH SYSTEM, INC.
EIN 93-0602940hospital & health careLatest filing 2024
Plans
2
Retirement
1
$744.0M assets
Welfare
1
$5.8M premiums
Participants
10,826
2500 NE NEFF RD - BEND, OR 97701541-706-7707stcharleshealthcare.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 5,009 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
99%top
- THE PARTNERS GROUP99%
- STEVEN RAY GRIFFIN0%
- CUSTOM BENEFIT PROGRAMS INC0%
- ASSUREX0%
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$5.8M
Covered lives5,009
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 | $5.8M | 5,009 | 2024 |
Retirement plans
Welfare plans