PlanOptica
Retirement plan

SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN

SUTTER HEALTHEIN 94-2788907Plan #002PY 2018
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2700 GATEWAY OAKS DRIVE, SUITE 1200 - SACRAMENTO, CA 958334337916-887-7232sutterhealth.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
7 filings
#333Retirement-$4.35B assets#337Retirement-$3.68B assets#334Retirement-$448.1M assets#338Retirement-$147.9M assets#339Retirement-$66.0M assets#335Retirement-$1.6M assets#336Retirement--
Prospect flagsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(916) 887-7232
Plan administrator signer
VICTORIA FLEMMING
Signed 10/09/2019
How to read this page

Summary metrics

Total assets (EOY)
$178.1M
-0.1% from 2016
Total participants
3,121
+5.7% from 2016
Average account balance
$57,076
-5.5% from 2016
Annual return
-2.60%
-4.94 pp from 2016

Benchmarks

See 1,316 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants1,000-4,999
Cohort1,316 peers
Snapshot2018
Participant deferral / active EE
$0
median $2,045
Employer contribution / active EE
$0
median $869
Participation rate
100.0%
median 75.8%
Avg account balance
$57,076
median $28,919
Admin fee / account holder
$2
median $57
Annual return
-2.60%
median -4.45%
Overall peer rank
86th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$153.14M
Average account balance
Total assets / participants with a balance (line 6g)
$75K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2,052
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+11.85%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$2
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.

Top hat statement on fileNQDC

Filed November 26, 1997 (most recent of 3 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2F2G2L2M3H
Plan features
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2L
    Code section 403(b)(1) arrangement
    Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
  • 2M
    Code section 403(b)(7) accounts
    Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II
Admin total
$5K
$3 / participant
  • Other / not subdivided$5K100.0%
% of EOY assets
0.003%
all-in expense ratio
Categories reported
0 / 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
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Disclaimer