2023 Form 5500 filing — Sutter Health Retirement Income Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920114048NAL0015306546001) for Sutter Health Retirement Income Plan, reported by Sutter Health under EIN 94-2788907 and plan number 334. It reports 14,533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920114048NAL0015306546001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter Health
- EIN
- 94-2788907
- Plan number
- 334
- Location
- Sacramento, CA
- Participants
- 14,533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $752,479,041
- Total liabilities (EOY)
- $234,266
- Net assets (EOY)
- $752,244,775
- Employer contributions
- $47,752,614
- Participant contributions
- $0
- Total income / additions
- $161,191,001
- Benefits paid
- $36,712,252
- Administrative expenses
- $286,718
- Total expenses
- $36,998,970
- Net increase / (decrease)
- $124,192,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $286,718 | $0 |