Sutter Health 401(K) 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 401(K) Savings Plan is a benefit plan reported by Sutter Health under EIN 94-2788907 and plan number 338. The latest loaded filing year is 2023. The filing reports 4,596 participants and $167,352,523 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter Health
EIN
94-2788907
Plan number
338
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
4,596
End-of-year plan assets
$167,352,523

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,596H, C20240920114417NAL0013048272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,352,523
Total liabilities (EOY)
$95,156
Net assets (EOY)
$167,257,367
Net assets (BOY)
$149,261,875

Income & contributions

Employer contributions
$157,157
Participant contributions
$3,809,134
Total contributions
$4,591,161
Total income / additions
$33,312,674

Expenses & distributions

Benefits paid
$15,297,048
Administrative expenses
$92,669
Total expenses
$15,389,717
Net increase / (decrease)
$17,922,957

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$92,669$02023

Related Form 5500 pages