Sutter Health 403(B) Savings 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 403(B) Savings Plan is a benefit plan reported by Sutter Health under EIN 94-2788907 and plan number 337. The latest loaded filing year is 2023. The filing reports 69,618 participants and $6,533,806,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter Health
EIN
94-2788907
Plan number
337
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
69,618
End-of-year plan assets
$6,533,806,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202369,618H, C20240920114509NAL0007780433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,533,806,707
Total liabilities (EOY)
$4,174,611
Net assets (EOY)
$6,529,632,096
Net assets (BOY)
$5,315,577,972

Income & contributions

Employer contributions
$34,765,699
Participant contributions
$523,179,482
Total contributions
$598,484,579
Total income / additions
$1,622,405,097

Expenses & distributions

Benefits paid
$404,860,000
Administrative expenses
$1,721,317
Total expenses
$409,339,387
Net increase / (decrease)
$1,213,065,710

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,721,317$02023

Related Form 5500 pages