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Sponsor portfolioTH

SHARP HEALTHCARE

EIN 95-6077327-hospital & health care-Latest filing 2024
Plans
16
Retirement
3
$2.82B assets
Welfare
13
$241.8M premiums
Participants
154,596
8695 SPECTRUM CENTER BLVD. - SAN DIEGO, CA 921231489858-499-4541sharp.comLinkedIn10001+ employeeshospital & health care
Plans on this EIN
16 filings
#002OtherDC-$1.39B - 24,387 part#006403b-$744.1M - 21,854 part#003CashBalance-$686.7M - 18,811 part#510Mixed-$227.6M - 36,240 lives#503Fully Insured-$5.6M - 16,123 lives#502Fully Insured-$5.3M - 16,781 lives#517Fully Insured-$1.1M - 3,904 lives#516Fully Insured-$929K - 3,112 lives#519Fully Insured-$490K - 2,871 lives#504Fully Insured-$412K - 6,665 lives#518Fully Insured-$401K - 4,453 lives#505Self Funded-0 lives#508Self Funded-0 lives#509Self Funded-0 lives#513Self Funded-0 lives#514Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $2.82B assets / 65,052 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • DEFINED CONTRIBUTION PLAN (#002)49%
  • DEFERRED RETIREMENT PLAN (#006)26%
  • SHARPSAVER RETIREMENT PLAN (#003)24%
Total $2.82BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • ALIGHT SOLUTIONS LLC49%
Total $2.82BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)24,387
  • DEFERRED RETIREMENT PLAN (#006)21,854
  • SHARPSAVER RETIREMENT PLAN (#003)18,811
Total 65,052Click row to drill in

Benefits portfolio analytics

13 plans / $241.8M premiums / 90,149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$230.1M
  • Health$228.5M
  • Vision$227.6M
  • Long-term disability$5.6M
  • Life$5.3M
Total $241.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • SHARP HEALTH PLAN94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $241.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • GALLAGHER BENEFIT SERVICES, INC.63%
  • EOI SERVICE COMPANY INC37%
Total $1.4M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SHARPSAVER DEFINED CONTRIBUTION PLAN

OtherDC

Assets$1.39B
Participants24,387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

SHARP HEALTHCARE 403(B) TAX DEFERRED RETIREMENT PLAN

403b

Assets$744.1M
Participants21,854
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SHARPSAVER RETIREMENT PLAN

CashBalance

Assets$686.7M
Participants18,811
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

SHARP HEALTHCARE HEALTH & DENTAL PLAN

Mixed - SHARP HEALTH PLAN

Premiums$227.6M
Covered lives36,240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SHARP HEALTHCARE LONG TERM DISABILITY PROTECTION PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$5.6M
Covered lives16,123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SHARP HEALTHCARE GROUP LIFE PROGRAM

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$5.3M
Covered lives16,781
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

SHARP HEALTHCARE CRITICAL ILLNESS INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives3,904
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

SHARP HEALTHCARE GROUP LEGAL PLAN

Fully Insured - MET LIFE LEGAL PLANS

Premiums$929K
Covered lives3,112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

SHARP HEALTHCARE HOSPITAL INDEMNITY INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$490K
Covered lives2,871
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SHARP HEALTHCARE PERSONAL ACCIDENT INSURANCE PLAN

Fully Insured - NATIONAL UNION FIRE INS. CO. OF PITTSBURGH PA

Premiums$412K
Covered lives6,665
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

SHARP HEALTHCARE GROUP ACCIDENT INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$401K
Covered lives4,453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SHARP HEALTHCARE FLEXIBLE SPENDING ACCOUNT - HEALTH

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

SHARP HEALTHCARE FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

SHARP HEALTHCARE FLEXIBLE SPENDING ACCOUNT - DEPENDENT CARE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

SHARP HEALTHCARE STAFF EMPLOYEE SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

SHARP HEALTHCARE MANAGEMENT EMPLOYEE SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002SHARPSAVER DEFINED CONTRIBUTION PLANOtherDC$1.39B24,3872024
006SHARP HEALTHCARE 403(B) TAX DEFERRED RETIREMENT PLAN403b$744.1M21,8542024
003SHARPSAVER RETIREMENT PLANCashBalance$686.7M18,8112024

Welfare plans13

Plan #NameFundingCarrierPremiumsCoveredLatest year
510SHARP HEALTHCARE HEALTH & DENTAL PLANMixedSHARP HEALTH PLAN$227.6M36,2402024
503SHARP HEALTHCARE LONG TERM DISABILITY PROTECTION PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$5.6M16,1232024
502SHARP HEALTHCARE GROUP LIFE PROGRAMFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$5.3M16,7812024
517SHARP HEALTHCARE CRITICAL ILLNESS INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.1M3,9042024
516SHARP HEALTHCARE GROUP LEGAL PLANFully InsuredMET LIFE LEGAL PLANS$929K3,1122024
519SHARP HEALTHCARE HOSPITAL INDEMNITY INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$490K2,8712024
504SHARP HEALTHCARE PERSONAL ACCIDENT INSURANCE PLANFully InsuredNATIONAL UNION FIRE INS. CO. OF PITTSBURGH PA$412K6,6652024
518SHARP HEALTHCARE GROUP ACCIDENT INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$401K4,4532024
505SHARP HEALTHCARE FLEXIBLE SPENDING ACCOUNT - HEALTHSelf Funded-$002024
508SHARP HEALTHCARE FLEXIBLE BENEFITS PLANSelf Funded-$002024
509SHARP HEALTHCARE FLEXIBLE SPENDING ACCOUNT - DEPENDENT CARESelf Funded-$002024
513SHARP HEALTHCARE STAFF EMPLOYEE SEVERANCE PLANSelf Funded-$002024
514SHARP HEALTHCARE MANAGEMENT EMPLOYEE SEVERANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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