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  2. CITY OF HOPE NATIONAL MEDICAL CENTER
Sponsor portfolioTH

CITY OF HOPE NATIONAL MEDICAL CENTER

EIN 95-1683875-civic & social organization-Latest filing 2024
Plans
5
Retirement
3
$1.53B assets
Welfare
2
$56.3M premiums
Participants
38,567
1500 EAST DUARTE ROAD - DUARTE, CA 91010626-218-2228LinkedIn11-50 employeescivic & social organization
Plans on this EIN
5 filings
#001403b-$864.9M - 12,766 part#006MoneyPurchase-$450.4M - 12,839 part#002403b-$218.0M - 1,073 part#508Mixed-$52.5M - 19,243 lives#501Fully Insured-$3.9M - 379 lives

Retirement portfolio analytics

3 plans aggregated / $1.53B assets / 26,678 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • TAX-DEFERRED ANNUITY PLAN (#001)56%
  • CONTRIBUTION RETIREMENT PLAN (#006)29%
  • TAX-DEFERRED ANNUITY PLAN (#002)14%
Total $1.53BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
56%top
  • FIDELITY INVESTMENTS INSTITUTIONAL56%
  • (Not disclosed)44%
Total $1.53BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#006)12,839
  • TAX-DEFERRED ANNUITY PLAN (#001)12,766
  • TAX-DEFERRED ANNUITY PLAN (#002)1,073
Total 26,678Click row to drill in

Benefits portfolio analytics

2 plans / $56.3M premiums / 19,622 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$42.9M
  • Prescription drug$42.9M
  • Other$11.7M
  • Life$11.5M
  • Short-term disability$8.1M
  • Long-term disability$8.1M
  • +2 more
Total $56.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • KAISER FOUNDATION HEALTH PLAN INC72%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • AETNA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN3%
  • +3 more
Total $56.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • GALLAGHER BENEFIT SERVICES, INC.45%
  • LOCKTON COMPANIES, LLC32%
  • USI INSURANCE SERVICES LLC17%
  • TCS INSURANCE AGENCY INC5%
  • ACRISURE LLC1%
Total $569K5 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

CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN

403b

Assets$864.9M
Participants12,766
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN

MoneyPurchase

Assets$450.4M
Participants12,839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN

403b

Assets$218.0M
Participants1,073
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CITY OF HOPE NATIONAL MEDICAL CENTER GROUP BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$52.5M
Covered lives19,243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CITY OF HOPE TRAINEE AND AFFILIATE BENEFIT PROGRAM

Fully Insured - AETNA HEALTH OF CALIFORNIA INC.

Premiums$3.9M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CITY OF HOPE NATIONAL MEDICAL CENTER TAX-DEFERRED ANNUITY PLAN403b$864.9M12,7662024
006CITY OF HOPE NATIONAL MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLANMoneyPurchase$450.4M12,8392024
002CITY OF HOPE NATIONAL MEDICAL CENTER RESEARCH STAFF ORGANIZATION TAX-DEFERRED ANNUITY PLAN403b$218.0M1,0732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CITY OF HOPE NATIONAL MEDICAL CENTER GROUP BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$52.5M19,2432024
501CITY OF HOPE TRAINEE AND AFFILIATE BENEFIT PROGRAMFully InsuredAETNA HEALTH OF CALIFORNIA INC.$3.9M3792024
Retirement plans
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