Retirement plan
STANFORD HEALTH CARE STAFF PENSION PLAN
STANFORD HEALTH CAREEIN 94-6174066Plan #006PY 2023
300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
2 filingsProspect flagsHigh retiree %
Filing contacts
From the Form 5500, federal recordPlan administrator signer
MARGARET WILSON
Signed 08/05/2024
Summary metrics
Total assets (EOY)
$135.9M
-0.5% from 2016
Total participants
1,545
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
6.03%
-7.38 pp from 2016
Benchmarks
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants100-249
Cohort163 peers
Snapshot2023
0
Participant deferral / active EE
$0
median $0
70
Employer contribution / active EE
$28,102
median $10,484
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $185,041
0
Admin fee / account holder
$0
median $28,548
23
Annual return
6.03%
median 9.16%
Overall peer rank
47of 100
47th 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 |
|---|---|---|
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,352,454 |
VANGUARD FIDUCIARY TRUST COMPANY9+ years Service code 21 · EIN 23-2186884 | Bank Trustee | $109,863 |
MOSS ADAMS9+ years Service code 10 · EIN 91-0189318 | Accounting | $33,500 |
Enrolled actuary
1 attachment
SB
JAMIE SLOAT
MERCER
Enrollment #2308420
1225 17TH STREET
SUITE 1300
DENVER, CO 802025534
(303) 376-5978
Signed 2024-07-31
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 codes1A3H1I
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).
- 1IFrozen planAs 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.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
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
$2.3M
$16906 / participant
- Investment mgmt$76K3.3%
- Actuarial$2M82.8%
- Other trustee fees$34K1.5%
- Other / not subdivided$289K12.5%
% of EOY assets
1.704%
all-in expense ratio
Categories reported
3 / 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
- Auditor EIN
- 910189318
- Audit fees
- $33,500
- Opinion code
- Unqualified