Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JOHN MUIR HEALTH
EIN 94-1461843hospital & health careLatest filing 2025
Plans
3
Retirement
2
$2.01B assets
Welfare
1
$11.9M premiums
Participants
20,347
1601 YGNACIO VALLEY ROAD - WALNUT CREEK, CA 94598925-947-5215johnmuirhealth.comLinkedIn5001-10000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.01B assets / 14,442 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- (Not disclosed)69%
- NORTHERN TRUST COMPANY31%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $11.9M premiums / 5,780 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$6.5M
- Long-term disability$2.1M
- Life$1.8M
Carrier market share
Premium dollars by Schedule A carrier
54%top
- SUN LIFE ASSURANCE COMPANY OF CANADA54%
- STANDARD INSURANCE COMPANY46%
Broker market share
Schedule A broker compensation
53%top
- GCG FINANCIAL LLC53%
- WILLIS TOWERS WATSON US LLC31%
- WORKDAY INC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JOHN MUIR HEALTH 403B PLAN
403b
Assets$1.38B
Participants7,353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHN MUIR HEALTH RETIREMENT PLAN
TraditionalDB
Assets$630.3M
Participants7,089
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
JOHN MUIR HEALTH OMNIBUS WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$11.9M
Covered lives5,780
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN MUIR HEALTH 403B PLAN | 403b | $1.38B | 7,353 | 2024 | |
| 001 | JOHN MUIR HEALTH RETIREMENT PLAN | TraditionalDB | $630.3M | 7,089 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | JOHN MUIR HEALTH OMNIBUS WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $11.9M | 5,780 | 2025 |
Retirement plans
Welfare plans