# ST. CHARLES HEALTH SYSTEM, INC. HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **ST. CHARLES HEALTH SYSTEM**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | ST. CHARLES HEALTH SYSTEM |
| EIN | 930602940 |
| Plan number | 506 |
| Plan year | 2025 |
| Location | BEND, OR |
| Industry | hospital & health care |
| Funding | mixed |
| Total premiums | $6.3M |
| Participants | 4,952 |
| Persons covered | 5,646 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other |
| CANOPY | Other |

## Brokers

| Broker | Placed with |
|---|---|
| THE PARTNERS GROUP | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| ASSUREX GLOBAL CORPORATION | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| STEVEN RAY GRIFFIN | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CUSTOM BENEFIT PROGRAMS INC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| THE PARTNERS GROUP | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| ASSUREX GLOBAL CORPORATION | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| THE PARTNERS GROUP | UNUM INSURANCE COMPANY |
| ASSUREX GLOBAL CORPORATION | UNUM INSURANCE COMPANY |
| CUSTOM BENEFIT PROGRAMS INC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| STEVEN RAY GRIFFIN | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/930602940-506
- Cite as: PlanOptica, https://planoptica.com/welfare/930602940-506
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