PlanOptica
Retirement plan

STANFORD HEALTH CARE STAFF PENSION PLAN

STANFORD HEALTH CAREEIN 94-6174066Plan #006PY 2024
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300 PASTEUR DRIVE, MC 5513 - STANFORD, CA 943055513650-498-5349LinkedIn51-200 employeesmedical practice
Other plans on this EIN
2 filings
#002Retirement-$6.93B assets#004Retirement-$54.3M assets
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
DIANA JANIS
Signed 08/01/2025
(650) 498-5349
Plan administrator signer
MARGARET WILSON
Signed 08/01/2025
How to read this page

Summary metrics

Total assets (EOY)
$0
-0.5% from 2016
Total participants
0
+1.4% from 2016
Average account balance
$0
No prior year
Annual return
-1.90%
-7.38 pp from 2016

Benchmarks

See 12,503 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined benefit
Participants<25
Cohort12,503 peers
Snapshot2024
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $19,500
Participation rate
0.0%
median 79.1%
Avg account balance
$0
median $193,110
Admin fee / account holder
$0
median $1,029
Annual return
-1.90%
median 8.09%
Overall peer rank
3rd 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
ProviderService typeCompensation
MERCER10+ years
Service code 11 · EIN 13-2834414
Actuarial
$595,000
MERCER INVESTMENTS LLC1 year
Service code 27 · EIN 30-0282430
Advisory (Plan)
$144,000
VANGUARD FIDUCIARY TRUST COMPANY10+ years
Service code 21 · EIN 23-2186884
Bank Trustee
$37,134

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.

Open the filing PDF

Plan features & details

Pension benefit codes1A1H1I3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 1H
    PBGC terminated and closed out plan
    Plan covered by PBGC that was terminated and closed out for PBGC purposes (standard or distress termination with distribution of plan assets or trustee appointed under ERISA section 4042).
  • 1I
    Frozen plan
    As 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.
  • 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

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • 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.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$839K
  • Investment mgmt$24K2.9%
  • Actuarial$97K11.5%
  • Other trustee fees$13K1.6%
  • Other / not subdivided$705K84.0%
% of EOY assets
-
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
BAKER TILLY US, LLP
Auditor EIN
301413443
Audit fees
(not subdivided)
Opinion code
Unqualified