Employer · plans filed under one EIN
Premier Health Partners
Dayton, OH · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Premier Health Partners, based in Dayton, Ohio, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 44,766 participant records and $1.23B in net assets.
The largest is Employee Retirement Savings Plan - Premier Health Partners, a 403(b) plan with 15,445 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $32.7M and participant contributions $51.1M in the latest plan years; benefits paid were $397M. Schedule C compensation reported to service provider organisations totalled $4.4M.
Combined net assets moved from $730M in 2013 to $1.23B in 2024 (up 68%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Employee Retirement Savings Plan - Premier Health Partners | 403(b) plan | 2024 | 15,445 | $571M | $36,959 | — | $670K |
| Premier Health Partners Employees Retirement Plan | cash balance pension plan | 2024 | 14,944 | $411M | $27,490 | $2,529 | $3.2M |
| The Employer Retirement Savings Plan - Premier Health Partners | profit-sharing plan | 2024 | 14,377 | $244M | $16,959 | $575 | $488K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 3 | 44,766 | $1.23B | $32.7M | $51.1M |
| 2023 | 3 | 45,097 | $1.43B | $32.8M | $46.6M |
| 2022 | 3 | 43,689 | $1.28B | $30.5M | $43.8M |
| 2021 | 3 | 43,560 | $1.63B | $27.4M | $41.7M |
| 2020 | 3 | 43,861 | $1.38B | $5.1M | $32.4M |
| 2019 | 3 | 39,535 | $1.20B | $32.1M | $31.9M |
| 2018 | 3 | 39,069 | $970M | $14.2M | $30.8M |
| 2017 | 3 | 37,175 | $1.09B | $11.3M | $22.2M |
| 2016 | 3 | 36,554 | $974M | $37.9M | $22.5M |
| 2015 | 3 | 36,946 | $907M | $219M | $21.2M |
| 2014 | 2 | 18,968 | $289M | $1.7M | $19.8M |
| 2013 | 3 | 37,465 | $730M | $49.7M | $16.5M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Aon Consulting | Actuarial | 1 | $1,831,469 |
| Fid Inv Inst Ops Co. | Recordkeeping and information management; Participant loan processing | 2 | $1,072,451 |
| Legal & General | Investment management | 1 | $483,799 |
| Wellington Trust Company | Investment management | 1 | $360,437 |
| Mercer Investments, LLC | Investment advisory (plan); Consulting (general) | 3 | $257,575 |
| Acadian Asset Management LLC | Investment management | 1 | $128,212 |
| State Street Bank & Trust | Trustee (directed); Investment management | 1 | $117,616 |
| Frost Brown Todd LLC | Legal | 1 | $51,285 |
| Clark Schaefer Hackett & Co. | Accounting (including auditing) | 3 | $49,250 |
| State Street Global Advisors | Custodial (securities) | 1 | $16,093 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Premier Health Partners have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Employee Retirement Savings Plan - Premier Health Partners, Premier Health Partners Employees Retirement Plan and The Employer Retirement Savings Plan - Premier Health Partners. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Premier Health Partners contribute to its plans?
$32,709,702 in employer contributions across these plans in their latest plan years, about $900 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Aon Consulting, Fid Inv Inst Ops Co., Legal & General and Wellington Trust Company and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.