Stanford Health Care Retirement Savings Plan — Form 5500 plan (Stanford Health Care)

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, Stanford Health Care Retirement Savings Plan is a benefit plan reported by Stanford Health Care under EIN 94-6174066 and plan number 002. The latest loaded filing year is 2023. The filing reports 35,212 participants and $5,761,504,142 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stanford Health Care
EIN
94-6174066
Plan number
002
Plan type
2
Location
Stanford, CA
Latest filing year
2023
Participants
35,212
End-of-year plan assets
$5,761,504,142

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202335,212H, C20240731095449NAL0014205459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,761,504,142
Total liabilities (EOY)
$61,000
Net assets (EOY)
$5,761,443,142
Net assets (BOY)
$4,535,669,964

Income & contributions

Employer contributions
$264,047,720
Participant contributions
$292,107,123
Total contributions
$583,378,607
Total income / additions
$1,453,291,044

Expenses & distributions

Benefits paid
$225,926,287
Administrative expenses
$1,591,579
Total expenses
$227,517,866
Net increase / (decrease)
$1,225,773,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Institutional Operations CNONE$1,591,579$02023

Related Form 5500 pages