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  2. HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Sponsor portfolioTH

HOAG MEMORIAL HOSPITAL PRESBYTERIAN

EIN 95-1643327-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$1.25B assets
Welfare
1
$5.5M premiums
Participants
21,109
P.O. BOX 6100, ONE HOAG DRIVE - NEWPORT BEACH, CA 926634162949-764-4448
Plans on this EIN
2 filings
#005401k-$1.25B - 11,699 part#511Mixed-$5.5M - 22,893 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 22,893 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.5M
  • Life$3.8M
  • Short-term disability$3.8M
  • Long-term disability$3.8M
Total $5.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA93%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Total $5.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $577K1 slice

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$5.5M
Covered lives22,893
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005HOAG SHELTERED SAVINGS PLAN401k$1.25B11,6992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511HOAG HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$5.5M22,8932024
Retirement plans
Welfare plans
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