Sutter Health Tax Deferred Annuity Employer Match Plan — Form 5500 plan (Sutter Health)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sutter Health Tax Deferred Annuity Employer Match Plan is a benefit plan reported by Sutter Health under EIN 94-2788907 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,477 participants and $162,521,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sutter Health
- EIN
- 94-2788907
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 2,477
- End-of-year plan assets
- $162,521,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,477 | H | 20241014143231NAL0053975266005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $162,521,301
- Total liabilities (EOY)
- $2,500
- Net assets (EOY)
- $162,518,801
- Net assets (BOY)
- $175,932,695
Income & contributions
- Total income / additions
- $21,601,000
Expenses & distributions
- Benefits paid
- $34,840,884
- Administrative expenses
- $3,661
- Total expenses
- $34,844,545
- Net increase / (decrease)
- -$13,243,545
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.