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Retirement plan

WILLAMETTE FALLS HOSPITAL PENSION PLAN

PROVIDENCE HEALTH & SERVICESEIN 51-0216586Plan #007PY 2020
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2001 LIND AVE SW - RENTON, WA 98057888-687-3753LinkedIn10001+ employeeshospital & health care
Other plans on this EIN
2 filings
#002Retirement-$7.22B assets#010Retirement-$4.39B assets
Prospect flagsHigh retiree %

Filing contacts

From the Form 5500, federal record
Plan sponsor & administrator signer
REBECCA BROWN
Signed 10/13/2021
(888) 687-3753
How to read this page

Summary metrics

Total assets (EOY)
$54.9M
-3.2% from 2016
Total participants
839
+2.5% from 2016
Average account balance
$0
No prior year
Annual return
10.63%
-14.68 pp from 2016

Benchmarks

See 207 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants100-249
Cohort207 peers
Snapshot2020
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$8,082
median $8,075
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $29,885
Admin fee / account holder
$0
median $165
Annual return
10.63%
median 9.03%
Overall peer rank
54th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$43.74M
Average account balance
Total assets / participants with a balance (line 6g)
$58K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
642
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$500K
Contributions per participant
Average employer and participant contribution per enrolled participant
$4K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+4.44%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

CASEY B BALDWIN

MILLIMAN, INC.
Enrollment #2007162
1455 SW BROADWAY., SUITE 1600
PORTLAND, OR 97201
(503) 227-0634
Signed 2021-09-09

Top hat statement on fileNQDC

Filed July 6, 2015 (most recent of 4 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
1801 Lind Avenue, SW
Renton State: WA Zip Code: 98057
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Providence Health & Services Executive Strategic Initiatives Plan125 emp
Open the filing PDF

Plan features & details

Pension benefit codes1A1I
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.

Opportunity flags

1 tripped
  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II
Admin total
$756K
$4133 / participant
  • Investment mgmt$126K16.7%
  • Other / not subdivided$630K83.3%
% of EOY assets
1.378%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
KPMG LLP
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer