Retirement plan
SUTTER HEALTH RETIREMENT PLAN
SUTTER HEALTHEIN 94-2788907Plan #333PY 2017
2880 GATEWAY OAKS DRIVE, SUITE 200 - SACRAMENTO, CA 95833916-614-2556sutterhealth.orgLinkedIn10001+ employeeshospital & health care
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
DIANE SCHNABEL
Signed 10/12/2018
Summary metrics
Total assets (EOY)
$4573.9M
-7.5% from 2016
Total participants
56,941
-4.4% from 2016
Average account balance
$0
No prior year
Annual return
21.67%
-7.27 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants>=10,000
Cohort31 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $107
33
Employer contribution / active EE
$4,515
median $5,439
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $14,491,905
0
Admin fee / account holder
$0
median $81,210
100
Annual return
21.67%
median 14.12%
Overall peer rank
67of 100
67th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$6.16B
Average account balance
Total assets / participants with a balance (line 6g)
$93K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
26,128
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
$225.00M
Contributions per participant
Average employer and participant contribution per enrolled participant
$6K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+9.00%
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
Top 10 of 26 by compensation
| Provider | Service type | Compensation |
|---|---|---|
HUBER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-8441410 | Investment Management | $1,549,717 |
CAPITAL GUARDIAN TRUST CO.3+ years Service code 28 · EIN 95-2553868 | Investment Management | $1,362,914 |
THE NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,210,214 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,192,826 |
DEPRINCE RACE & ZOLLO INC.3+ years Service code 28 · EIN 59-3299598 | Investment Management | $1,154,456 |
MARATHON-LONDON1 year Service code 28 · EIN 44-6201673 | Investment Management | $956,881 |
Service code 28 · EIN 41-1923871 | Investment Management | $875,084 |
TREMBLANT CAPITAL LP1 year Service code 28 · EIN 83-0349287 | Investment Management | $744,916 |
Service code 28 · EIN 52-1200960 | Investment Management | $686,602 |
TEAMCO ADVISERS LLC1 year Service code 28 · EIN 56-2291206 | Investment Management | $589,971 |
Enrolled actuary
1 attachment
SB
BARBARA STOCK COLETTA
TOWERS WATSON DELAWARE INC.
Enrollment #1706807
555 17TH STREET
SUITE 2050
DENVER, CO 80202
(303) 391-1200
Signed 2018-09-24
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.
Plan features & details
Pension benefit codes1A1C1E3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 1ESection 401(h) arrangementPlan contains separate accounts under Code section 401(h) to provide employee health benefits.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$18.4M
$504 / participant
- Investment mgmt$12M63.5%
- Contract admin$445K2.4%
- Other / not subdivided$6M34.1%
% of EOY assets
0.402%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- ERNST & YOUNG LLP
- Auditor EIN
- 346565596
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified