Retirement plan
STANFORD HEALTH CARE STAFF PENSION PLAN
STANFORD HEALTH CAREEIN 94-6174066Plan #006PY 2019
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
3 filingsProspect flagsHigh retiree %Low participant contribution
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MARGARET WILSON
Signed 07/30/2020
Summary metrics
Total assets (EOY)
$196.4M
-0.5% from 2016
Total participants
2,165
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
21.77%
-7.38 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants250-999
Cohort225 peers
Snapshot2019
0
Participant deferral / active EE
$0
median $0
23
Employer contribution / active EE
$3,179
median $6,579
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $1,557,172
0
Admin fee / account holder
$0
median $8,714
93
Annual return
21.77%
median 16.27%
Overall peer rank
39of 100
39th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$0
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.
1,408
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
$3.85M
Contributions per participant
Average employer and participant contribution per enrolled participant
$28K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-1.90%
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 3 by compensation
| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $497,197 |
VANGUARD FIDUCIARY TRUST COMPANY5+ years Service code 21 · EIN 23-2186884 | Bank Trustee | $138,807 |
MOSS ADAMS5+ years Service code 10 · EIN 91-0189318 | Accounting | $27,400 |
Enrolled actuary
1 attachment
SB
JAMIE SLOAT
MERCER
Enrollment #2008420
1225 17TH STREET, SUITE 1300
DENVER, CO 802025534
(303) 376-5978
Signed 2020-07-21
Top hat statement on fileNQDC
Filed April 25, 2011 (most recent of 2 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 codes1A3H
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).
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
- 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
$841K
$1394 / participant
- Investment mgmt$110K13.1%
- Other / not subdivided$731K86.9%
% of EOY assets
0.428%
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
- MOSS ADAMS
- Auditor EIN
- 910189318
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer