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  2. ST.JOSEPH HEALTH SYSTEM
Sponsor portfolioTH

ST.JOSEPH HEALTH SYSTEM

EIN 95-3589356-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
2
$4.56B assets
Welfare
1
$143.5M premiums
Participants
65,312
1801 LIND AVE SW - RENTON, WA 98057888-687-3753
Plans on this EIN
3 filings
#004401k-$4.47B - 42,076 part#002401k-$91.2M - 718 part#501Mixed-$143.5M - 29,504 lives

Retirement portfolio analytics

2 plans aggregated / $4.56B assets / 42,794 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • HEALTH SYSTEMS 401(K) (#004)98%
  • HEALTH SYSTEMS 403(B) (#002)2%
Total $4.56BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEALTH SYSTEMS 401(K) (#004)42,076
  • HEALTH SYSTEMS 403(B) (#002)718
Total 42,794Click row to drill in

Benefits portfolio analytics

1 plan / $143.5M premiums / 29,504 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$124.9M
  • Other$9.1M
  • Long-term disability$9.1M
  • Life$9.0M
  • Dental$436K
Total $143.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CALIFORNIA PHYSICIANS SERVICE87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • SECURIAN LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $143.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $2.0M1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ST. JOSEPH AND COVENANT HEALTH SYSTEMS 401(K) PLAN

401k

Assets$4.47B
Participants42,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ST. JOSEPH AND COVENANT HEALTH SYSTEMS 403(B) PLAN

401k

Assets$91.2M
Participants718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST JOSEPH HEALTH SYSTEM HEALTH AND WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS' SERVICE

Premiums$143.5M
Covered lives29,504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004ST. JOSEPH AND COVENANT HEALTH SYSTEMS 401(K) PLAN401k$4.47B42,0762024
002ST. JOSEPH AND COVENANT HEALTH SYSTEMS 403(B) PLAN401k$91.2M7182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST JOSEPH HEALTH SYSTEM HEALTH AND WELFARE PLANMixedCALIFORNIA PHYSICIANS' SERVICE$143.5M29,5042024
Retirement plans
Welfare plans
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