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Sponsor portfolioTH

SAMARITAN HEALTH SERVICES

EIN 93-0951989-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$1.02B assets
Welfare
1
$10.0M premiums
Participants
20,166
C/O SHS ACCOUNTING - PO BOX 3000 - CORVALLIS, OR 973393000541-768-4857samhealth.orgLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$703.3M - 7,801 part#002MoneyPurchase-$320.6M - 6,559 part#505Mixed-$10.0M - 5,507 lives

Retirement portfolio analytics

2 plans aggregated / $1.02B assets / 14,360 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • SHELTERED ANNUITY PL (#001)69%
  • SERVICES RETIREMENT PLAN (#002)31%
Total $1.02BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PL (#001)7,801
  • SERVICES RETIREMENT PLAN (#002)6,559
Total 14,360Click row to drill in

Benefits portfolio analytics

1 plan / $10.0M premiums / 5,507 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.8M
  • Long-term disability$2.4M
  • Dental$1.7M
  • Other$1.6M
  • Short-term disability$1.5M
Total $10.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA70%
  • WILLAMETTE DENTAL INSURANCE, INC.17%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $10.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • HENNESSY, TIMOTHY EDWARD1%
  • BENEFIT COMMUNICATIONS INC0%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
  • MORRIS, CHRISTOPHER, ROBERT0%
  • +1 more
Total $463K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL

403b

Assets$703.3M
Participants7,801
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAMARITAN HEALTH SERVICES RETIREMENT PLAN

MoneyPurchase

Assets$320.6M
Participants6,559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SAMARITAN HEALTH SERVICES BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$10.0M
Covered lives5,507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAMARITAN HEALTH SERVICES TAX SHELTERED ANNUITY PL403b$703.3M7,8012024
002SAMARITAN HEALTH SERVICES RETIREMENT PLANMoneyPurchase$320.6M6,5592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SAMARITAN HEALTH SERVICES BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$10.0M5,5072024
Retirement plans
Welfare plans
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