Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JOHN MUIR HEALTH
EIN 94-1461843hospital & health careLatest filing 2024
Plans
3
Retirement
2
$2.01B assets
Welfare
1
$11.6M premiums
Participants
19,638
1601 YGNACIO VALLEY ROAD - WALNUT CREEK, CA 945983122925-939-3000johnmuirhealth.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 / $11.6M premiums / 5,674 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Stop-loss$2.8M
- Long-term disability$2.3M
- Life$1.7M
Carrier market share
Premium dollars by Schedule A carrier
44%top
- STANDARD INSURANCE COMPANY44%
- UNITEDHEALTHCARE INSURANCE COMPANY33%
- SUN LIFE ASSURANCE COMPANY OF CANADA24%
Broker market share
Schedule A broker compensation
61%top
- GCG FINANCIAL LLC61%
- WORKDAY INC21%
- WILLIS TOWERS WATSON US LLC16%
- SUMMIT GROUP OF VIRGINIA1%
- UMR, INC.1%
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 - UNITEDHEALTHCARE OF CALIFORNIA
Premiums$11.6M
Covered lives5,674
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 | UNITEDHEALTHCARE OF CALIFORNIA | $11.6M | 5,674 | 2024 |
Retirement plans
Welfare plans