Sutter Health Retirement 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 Retirement Plan is a benefit plan reported by Sutter Health under EIN 94-2788907 and plan number 333. The latest loaded filing year is 2023. The filing reports 60,900 participants and $5,917,272,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sutter Health
- EIN
- 94-2788907
- Plan number
- 333
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 60,900
- End-of-year plan assets
- $5,917,272,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 60,900 | H, C | 20241008152616NAL0030360768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,917,272,044
- Total liabilities (EOY)
- $175,890,445
- Net assets (EOY)
- $5,741,381,599
- Net assets (BOY)
- $5,560,573,328
Income & contributions
- Total contributions
- $0
- Total income / additions
- $497,149,313
Expenses & distributions
- Benefits paid
- $292,197,593
- Administrative expenses
- $24,143,449
- Total expenses
- $316,341,042
- Net increase / (decrease)
- $180,808,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions LLC | NONE | $2,669,925 | not reported in the loaded dataset | 2023 |
| Marathon-London | NONE | $2,383,878 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $1,544,504 | not reported in the loaded dataset | 2023 |
| Deprince Race & Zollo Inc. | NONE | $1,523,866 | not reported in the loaded dataset | 2023 |
| Next Century Growth Inv, LLC | NONE | $1,465,143 | not reported in the loaded dataset | 2023 |
| Timessquare Capital Mgmt, LLC | NONE | $1,026,485 | not reported in the loaded dataset | 2023 |
| Capital Bank And Trust Co. | NONE | $911,716 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $895,028 | not reported in the loaded dataset | 2023 |
| Sands Capital Mgmt, LLC | NONE | $880,571 | not reported in the loaded dataset | 2023 |
| Brandywine Global Inv. Mgmt | NONE | $656,132 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $647,758 | not reported in the loaded dataset | 2023 |
| Tremblant Capital Lp | NONE | $478,031 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $427,628 | not reported in the loaded dataset | 2023 |
| Pzena Investment Mgmt | NONE | $402,074 | not reported in the loaded dataset | 2023 |
| Western Asset Mgmt Co. | NONE | $296,511 | not reported in the loaded dataset | 2023 |
| Huber Capital Mgmt, LLC | NONE | $293,002 | not reported in the loaded dataset | 2023 |
| Kroll | NONE | $261,359 | not reported in the loaded dataset | 2023 |
| Albourne America LLC | NONE | $229,750 | not reported in the loaded dataset | 2023 |
| Merganser Capital Mgmt | NONE | $227,174 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $181,314 | not reported in the loaded dataset | 2023 |
| Urban Investment Advisors | NONE | $174,996 | not reported in the loaded dataset | 2023 |
| Conduent Hr Services, LLC | NONE | $144,000 | not reported in the loaded dataset | 2023 |
| Security Capital Research & Mgmt | NONE | $68,763 | not reported in the loaded dataset | 2023 |
| Mellon Investments Corporation | NONE | $45,611 | not reported in the loaded dataset | 2023 |
| Burgiss Group LLC | NONE | $29,837 | not reported in the loaded dataset | 2023 |
| Jp Morgan Institutional Inv. | NONE | $6,364 | not reported in the loaded dataset | 2023 |
| Kpmg Limited | NONE | $6,090 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sutter Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Alight Solutions LLC — Schedule C compensation
- Marathon-London — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Deprince Race & Zollo Inc. — Schedule C compensation
- Next Century Growth Inv, LLC — Schedule C compensation
- Timessquare Capital Mgmt, LLC — Schedule C compensation
- Capital Bank And Trust Co. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Sands Capital Mgmt, LLC — Schedule C compensation
- Brandywine Global Inv. Mgmt — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Tremblant Capital Lp — Schedule C compensation
- Verus — Schedule C compensation
- Pzena Investment Mgmt — Schedule C compensation
- Western Asset Mgmt Co. — Schedule C compensation
- Huber Capital Mgmt, LLC — Schedule C compensation
- Kroll — Schedule C compensation
- Albourne America LLC — Schedule C compensation
- Merganser Capital Mgmt — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Urban Investment Advisors — Schedule C compensation
- Conduent Hr Services, LLC — Schedule C compensation
- Security Capital Research & Mgmt — Schedule C compensation
- Mellon Investments Corporation — Schedule C compensation
- Burgiss Group LLC — Schedule C compensation
- Jp Morgan Institutional Inv. — Schedule C compensation
- Kpmg Limited — Schedule C compensation