Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.1M
- Life$2.3M
- Long-term disability$1.3M
- Short-term disability$741K
Sponsor portfolioTH
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
EIN 95-1643327Latest filing 2025
Plans
2
Retirement
1
$1.25B assets
Welfare
1
$6.1M premiums
Participants
21,332
ONE HOAG DRIVE, PO BOX 6100 - NEWPORT BEACH, CA 92663949-764-5577
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.1M premiums / 8,833 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA96%
- METROPOLITAN LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
83%top
- GALLAGHER BENEFIT SERVICES, INC.83%
- ALLIANT INSURANCE SERVICES, INC.17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
HOAG SHELTERED SAVINGS PLAN
401k
Assets$1.25B
Participants11,699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
HOAG HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$6.1M
Covered lives8,833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | HOAG SHELTERED SAVINGS PLAN | 401k | $1.25B | 11,699 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | HOAG HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $6.1M | 8,833 | 2025 |
Retirement plans
Welfare plans