Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SHARP HEALTHCARE
EIN 95-6077327hospital & health careLatest filing 2025
Plans
16
Retirement
3
$2.82B assets
Welfare
13
$268.5M premiums
Participants
171,872
8695 SPECTRUM CENTER BLVD - SAN DIEGO, CA 92123858-499-4336sharp.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#510Fully Insured-$253.2M - 36,564 lives#503Fully Insured-$5.8M - 19,789 lives#502Fully Insured-$5.6M - 27,878 lives#517Fully Insured-$1.5M - 4,678 lives#516Fully Insured-$1.0M - 3,472 lives#519Fully Insured-$601K - 3,307 lives#518Fully Insured-$491K - 5,223 lives#504Fully Insured-$414K - 6,500 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 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- (Not disclosed)51%
- ALIGHT SOLUTIONS LLC49%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
13 plans / $268.5M premiums / 107,411 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$244.3M
- Health$236.9M
- Vision$235.9M
- Dental$17.3M
- Long-term disability$5.8M
- Life$5.6M
Carrier market share
Premium dollars by Schedule A carrier
88%top
- SHARP HEALTH PLAN88%
- METROPOLITAN LIFE INSURANCE COMPANY12%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
66%top
- GALLAGHER BENEFIT SERVICES, INC.66%
- EOI SERVICE COMPANY INC34%
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
Fully Insured - SHARP HEALTH PLAN
Premiums$253.2M
Covered lives36,564
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SHARP HEALTHCARE LONG TERM DISABILITY PROTECTION PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$5.8M
Covered lives19,789
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SHARP HEALTHCARE GROUP LIFE PROGRAM
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$5.6M
Covered lives27,878
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$1.5M
Covered lives4,678
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
SHARP HEALTHCARE GROUP LEGAL PLAN
Fully Insured - METROPOLITAN GENERAL INSURANCE COMPANY
Premiums$1.0M
Covered lives3,472
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$601K
Covered lives3,307
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$491K
Covered lives5,223
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$414K
Covered lives6,500
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SHARPSAVER DEFINED CONTRIBUTION PLAN | OtherDC | $1.39B | 24,387 | 2024 | |
| 006 | SHARP HEALTHCARE 403(B) TAX DEFERRED RETIREMENT PLAN | 403b | $744.1M | 21,854 | 2024 | |
| 003 | SHARPSAVER RETIREMENT PLAN | CashBalance | $686.7M | 18,811 | 2024 |
Welfare plans13
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | SHARP HEALTHCARE HEALTH & DENTAL PLAN | Fully Insured | SHARP HEALTH PLAN | $253.2M | 36,564 | 2025 | |
| 503 | SHARP HEALTHCARE LONG TERM DISABILITY PROTECTION PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $5.8M | 19,789 | 2025 | |
| 502 | SHARP HEALTHCARE GROUP LIFE PROGRAM | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $5.6M | 27,878 | 2025 | |
| 517 | SHARP HEALTHCARE CRITICAL ILLNESS INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $1.5M | 4,678 | 2025 | |
| 516 | SHARP HEALTHCARE GROUP LEGAL PLAN | Fully Insured | METROPOLITAN GENERAL INSURANCE COMPANY | $1.0M | 3,472 | 2025 | |
| 519 | SHARP HEALTHCARE HOSPITAL INDEMNITY INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $601K | 3,307 | 2025 | |
| 518 | SHARP HEALTHCARE GROUP ACCIDENT INSURANCE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $491K | 5,223 | 2025 | |
| 504 | SHARP HEALTHCARE PERSONAL ACCIDENT INSURANCE PLAN | Fully Insured | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $414K | 6,500 | 2025 | |
| 505 | SHARP HEALTHCARE FLEXIBLE SPENDING ACCOUNT - HEALTH | Self Funded | - | $0 | 0 | 2025 | |
| 508 | SHARP HEALTHCARE FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 509 | SHARP HEALTHCARE FLEXIBLE SPENDING ACCOUNT - DEPENDENT CARE | Self Funded | - | $0 | 0 | 2025 | |
| 513 | SHARP HEALTHCARE STAFF EMPLOYEE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 514 | SHARP HEALTHCARE MANAGEMENT EMPLOYEE SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans