PlanOptica
Retirement plan

SUTTER HEALTH 403(B) LEGACY RETIREMENT PLAN

SUTTER HEALTHEIN 94-2788907Plan #339PY 2023
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2200 RIVER PLAZA DRIVE - SACRAMENTO, CA 958334134916-887-7232sutterhealth.orgLinkedIn10001+ employeeshospital & health care
Other plans on this EIN
6 filings
#337Retirement-$6.53B assets#333Retirement-$5.92B assets#334Retirement-$752.5M assets#338Retirement-$167.4M assets#002Retirement-$162.5M assets#335Retirement-$1.3M assets
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 10/14/2024
How to read this page

Summary metrics

Total assets (EOY)
$61.7M
+0.5% from 2016
Total participants
739
+5.2% from 2016
Average account balance
$83,527
-4.5% from 2016
Annual return
13.52%
-5.72 pp from 2016

Benchmarks

See 4,033 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants250-999
Cohort4,033 peers
Snapshot2023
Participant deferral / active EE
$0
median $2,128
Employer contribution / active EE
$0
median $1,073
Participation rate
100.0%
median 68.7%
Avg account balance
$83,527
median $30,931
Admin fee / account holder
$18
median $121
Annual return
13.52%
median 16.99%
Overall peer rank
72nd percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$60.94M
Average account balance
Total assets / participants with a balance (line 6g)
$88K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
689
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
+13.02%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$18
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 1 by compensation
ProviderService typeCompensation
LINCOLN NATIONAL CORPORATION9+ years
Service code 13 · EIN 35-1140070
Contract Administrator
$13,454

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 codes2F2G2L2M3D3H
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.
  • 3D
    Pre-approved pension plan
    A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
  • 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
$13K
$46 / participant
  • Contract admin$13K100.0%
% of EOY assets
0.022%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
MOSS ADAMS LLP
Auditor EIN
910189318
Audit fees
(not subdivided)
Opinion code
Unqualified