Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SUTTER HEALTH
EIN 94-2788907hospital & health careLatest filing 2024
Plans
14
Retirement
7
$15.05B assets
Welfare
7
$60.4M premiums
Participants
272,700
2200 RIVER PLAZA DRIVE - SACRAMENTO, CA 95833888-888-6044sutterhealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
14 filings#337403b-$7.63B - 78,643 part#333CashBalance-$6.16B - 66,154 part#334ProfitSharing-$864.9M - 16,884 part#338401k-$179.6M - 3,959 part#002403b-$153.1M - 2,052 part#339403b-$60.9M - 689 part#335MoneyPurchase-$1.4M - 35 part#542Mixed-$59.0M - 98,672 lives#528Fully Insured-$1.4M - 644 lives#515Self Funded-0 lives#523Self Funded-0 lives#527Self Funded-0 lives#534Self Funded-0 lives#535Self Funded-0 lives
Retirement portfolio analytics
7 plans aggregated / $15.05B assets / 168,416 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
59%top
- (Not disclosed)59%
- ALIGHT SOLUTIONS LLC41%
Participants by plan
Active + retired + deferred vested
- +1 more
Benefits portfolio analytics
7 plans / $60.4M premiums / 99,316 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$57.8M
- Health$56.9M
- Life$55.5M
- Short-term disability$55.5M
- Long-term disability$55.5M
- Prescription drug$1.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- METROPOLITAN LIFE INSURANCE COMPANY96%
- HARTFORD LIFE AND ACCIDENT2%
- DELTA DENTAL OF CALIFORNIA2%
Broker market share
Schedule A broker compensation
53%top
- GALLAGHER BENEFIT SERVICES, INC.53%
- WILLIS TOWERS WATSON US LLC47%
- WOODRUFF-SAWYER & CO-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#337
SUTTER HEALTH 403(B) SAVINGS PLAN
403b
Assets$7.63B
Participants78,643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333
SUTTER HEALTH RETIREMENT PLAN
CashBalance
Assets$6.16B
Participants66,154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334
SUTTER HEALTH RETIREMENT INCOME PLAN
ProfitSharing
Assets$864.9M
Participants16,884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#338
SUTTER HEALTH 401(K) SAVINGS PLAN
401k
Assets$179.6M
Participants3,959
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN
403b
Assets$153.1M
Participants2,052
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#339
SUTTER HEALTH 403(B) LEGACY RETIREMENT PLAN
403b
Assets$60.9M
Participants689
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#335
MILLS PENINSULA RETIREMENT SAVINGS PLAN
MoneyPurchase
Assets$1.4M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#542
SUTTER HEALTH WRAP WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$59.0M
Covered lives98,672
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528
SUTTER HEALTH RETIREE MEDICAL PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$1.4M
Covered lives644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
SUTTER HEALTH SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
SUTTER HEALTH RETIREE HEALTH CARE ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527
SUTTER HEALTH SELF-FUNDED HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#534
SUTTER HEALTH OPTIONS PPO SELF-FUNDED HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535
SUTTER HEALTH NATIONAL SELF-FUNDED HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans7
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 337 | SUTTER HEALTH 403(B) SAVINGS PLAN | 403b | $7.63B | 78,643 | 2024 | |
| 333 | SUTTER HEALTH RETIREMENT PLAN | CashBalance | $6.16B | 66,154 | 2024 | |
| 334 | SUTTER HEALTH RETIREMENT INCOME PLAN | ProfitSharing | $864.9M | 16,884 | 2024 | |
| 338 | SUTTER HEALTH 401(K) SAVINGS PLAN | 401k | $179.6M | 3,959 | 2024 | |
| 002 | SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN | 403b | $153.1M | 2,052 | 2024 | |
| 339 | SUTTER HEALTH 403(B) LEGACY RETIREMENT PLAN | 403b | $60.9M | 689 | 2024 | |
| 335 | MILLS PENINSULA RETIREMENT SAVINGS PLAN | MoneyPurchase | $1.4M | 35 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 542 | SUTTER HEALTH WRAP WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $59.0M | 98,672 | 2024 | |
| 528 | SUTTER HEALTH RETIREE MEDICAL PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $1.4M | 644 | 2024 | |
| 515 | SUTTER HEALTH SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 523 | SUTTER HEALTH RETIREE HEALTH CARE ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 527 | SUTTER HEALTH SELF-FUNDED HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 534 | SUTTER HEALTH OPTIONS PPO SELF-FUNDED HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 535 | SUTTER HEALTH NATIONAL SELF-FUNDED HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans