Retirement plan

MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN

Name: MULTICARE HEALTH SYSTEM - MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN (2018) 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 2018

PO BOX 5299, 603-1-HR - TACOMA, WA 984150299253-403-1306multicare.orgLinkedIn10001+ employeeshospital & health care

Other plans on this EIN

3 filings

#001Retirement-$693.0M assets #003Retirement-$559.8M assets #005Retirement-$166.0M assets

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

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

Plan administrator

Plan administrator name— Sign in and upgrade to view

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)

$214.6M

-23.0% from 2016

Total participants

11,753

-28.2% from 2016

Average account balance

$21,688

-17.3% from 2016

Annual return

-4.87%

-7.59 pp from 2016

Benchmarks

See 224 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants>=10,000

Cohort224 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS4+ years Service code 12 · EIN 13-3689044	Investment management; Finders' fees ...	$168,894
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$0
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2A2F2G2T3D3H

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).
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$164K

$16 / participant

Other / not subdivided$164K100.0%

% of EOY assets

0.077%

all-in expense ratio

Categories reported

0 / 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: KPMG, LLP
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,688

$46,969-53.8%

$154,110-85.9%

$73,367-70.4%

Participation rate

82.0%

72.4%+9.6pp

83.0%-1.0pp

69.5%+12.5pp

Annual return

-4.87%

821.68%-826.5pp

735.22%-740.1pp

173.45%-178.3pp

Employer contribution / active EE

$3,630

$1,723+110.7%

$5,298-31.5%

$2,499+45.3%

Participant deferral / active EE

$3,162-100.0%

$5,081-100.0%

$4,033-100.0%

Admin fee / account holder

$17

$47-64.3%

$13,412-99.9%

$68-75.7%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS4+ years

Service code 12 · EIN 13-3689044

Investment management; Finders' fees ...

$168,894

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB & CO, INC.

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

NATIONAL FINANCIAL SERVICES4+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

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