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Form 5500 · Employee benefit plan · MARIETTA, OH

MEMORIAL HEALTH SYSTEM

MEMORIAL HEALTH SYSTEM's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is THOMAS-FENNER-WOODS AGENCY INC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 8 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 31-4379509 · plan 505 · as of Jul 2026

Participants
2,944
Carriers on file
9
Disclosed commissions
$574,907
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY665December$157,298
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability3,518December$153,788
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY784December$140,170
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife1,879December$70,431
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife3,550December$29,505
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY327December$23,715
VISIONPLUS OV AMERICA2,427July$0
HCCB2,427July$0
THE NORTH RIVER INSURANCE COStop-loss2,427July$0

Questions

Who is MEMORIAL HEALTH SYSTEM's benefits broker?

Per its most recent Form 5500 Schedule A, MEMORIAL HEALTH SYSTEM's broker of record is THOMAS-FENNER-WOODS AGENCY INC.

What insurance carrier does MEMORIAL HEALTH SYSTEM use?

MEMORIAL HEALTH SYSTEM's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 9 disclosed carriers.

When does MEMORIAL HEALTH SYSTEM's group plan renew?

The most recent Schedule A policy period for MEMORIAL HEALTH SYSTEM ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MEMORIAL HEALTH SYSTEM's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.