Retirement plan

MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN

Name: MULTICARE HEALTH SYSTEM - MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN (2024) Form 5500
Creator: MULTICARE HEALTH SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN, MULTICARE HEALTH SYSTEM

MULTICARE HEALTH SYSTEMEIN 91-1352172Plan #002PY 2024

PO BOX 5299 MAILSTOP 1313-5-HP - TACOMA, WA 98415855-647-6947multicare.orgLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

3 filings

#003Retirement-$1.16B assets #005Retirement-$779.1M assets #001Retirement-$557.5M assets

Prospect flagsLow returnsLow participant contribution

Top hat statement on fileNQDC

Filed December 18, 2025 (most recent of 5 filings on file)

Plan administrator

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P O Box 5299, 1313-5-HP

Tacoma, WA 98415

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Plans declared (1)

457(f) Plan195 emp

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Total assets (EOY)

$561.6M

+17.4% from 2023

Total participants

15,127

+5.2% from 2023

Average account balance

$42,948

+10.8% from 2023

Annual return

11.82%

-3.99 pp from 2023

Benchmarks

See 275 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort275 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$561.58M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$43K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

13,076

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$56.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$28

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 9 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP Service code 26 · EIN 84-1532243	Advisory (Participants)	$185,929
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907	Recordkeeping	$181,044
CAMBRIDGE INVESTMENT RESEARCH3 years Service code 26 · EIN 39-1897480	Advisory (Participants)	$4,032
PROCOURSE FIDUCIARY ADVISORS, LLC2 years Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832	Advisory (Participants)	$2,145
HOHIMER WEALTH MANAGEMENT LLC3 years Service code 26 · EIN 83-2676110	Advisory (Participants)	$2,114
ABSOLUTE CAPITAL MANAGEMENT LL2 years Filed as: ABSOLUTE CAPITAL MANAGEMENT LLC Service code 26 · EIN 25-1879568	Advisory (Participants)	$1,887
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565	Advisory (Participants)	$1,007
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$771
DRIVEN INVESTMENTS LLC2 years Service code 26 · EIN 85-1639367	Advisory (Participants)	$376

Plan features & details

Pension benefit codes2A2E2F2G2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$367K

$29 / participant

Recordkeeping$181K49.3%
Investment mgmt$186K50.7%

% of EOY assets

0.065%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,948

$73,283-41.4%

$155,509-72.4%

$106,382-59.6%

Participation rate

83.6%

73.3%+10.3pp

78.2%+5.4pp

69.9%+13.7pp

Annual return

11.82%

15.77%-3.9pp

64.67%-52.8pp

17.37%-5.6pp

Employer contribution / active EE

$4,512

$2,247+100.8%

$4,672-3.4%

$3,364+34.1%

Participant deferral / active EE

$4,580-100.0%

$5,626-100.0%

$5,569-100.0%

Admin fee / account holder

$28

$56-50.0%

$15,912-99.8%

$79-64.6%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP

Service code 26 · EIN 84-1532243

Advisory (Participants)

$185,929

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 15 · EIN 84-0467907

Recordkeeping

$181,044

CAMBRIDGE INVESTMENT RESEARCH3 years

Service code 26 · EIN 39-1897480

Advisory (Participants)

$4,032

PROCOURSE FIDUCIARY ADVISORS, LLC2 years

Filed as: VESTIA ADVISORS LLC

Service code 26 · EIN 82-1828832

Advisory (Participants)

$2,145

HOHIMER WEALTH MANAGEMENT LLC3 years

Service code 26 · EIN 83-2676110

Advisory (Participants)

$2,114

ABSOLUTE CAPITAL MANAGEMENT LL2 years

Filed as: ABSOLUTE CAPITAL MANAGEMENT LLC

Service code 26 · EIN 25-1879568

Advisory (Participants)

$1,887

FINANCIAL ENGINES1 year

Filed as: FINANCIAL ENGINES ADVISORS LLC

Service code 26 · EIN 77-0473565

Advisory (Participants)

$1,007

CHARLES SCHWAB & CO., INC.6 years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$771

DRIVEN INVESTMENTS LLC2 years

Service code 26 · EIN 85-1639367

Advisory (Participants)

$376

MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion