2023 Form 5500 filing — Sutter Health Retirement 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 20241008152616NAL0030360768001) for Sutter Health Retirement Plan, reported by Sutter Health under EIN 94-2788907 and plan number 333. It reports 60,900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008152616NAL0030360768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sutter Health
- EIN
- 94-2788907
- Plan number
- 333
- Location
- Sacramento, CA
- Participants
- 60,900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,917,272,044
- Total liabilities (EOY)
- $175,890,445
- Net assets (EOY)
- $5,741,381,599
- Total income / additions
- $497,149,313
- Benefits paid
- $292,197,593
- Administrative expenses
- $24,143,449
- Total expenses
- $316,341,042
- Net increase / (decrease)
- $180,808,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $2,669,925 | not reported in the loaded dataset |
| Marathon-London | NONE | $2,383,878 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $1,544,504 | not reported in the loaded dataset |
| Deprince Race & Zollo Inc. | NONE | $1,523,866 | not reported in the loaded dataset |
| Next Century Growth Inv, LLC | NONE | $1,465,143 | not reported in the loaded dataset |
| Timessquare Capital Mgmt, LLC | NONE | $1,026,485 | not reported in the loaded dataset |
| Capital Bank And Trust Co. | NONE | $911,716 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $895,028 | not reported in the loaded dataset |
| Sands Capital Mgmt, LLC | NONE | $880,571 | not reported in the loaded dataset |
| Brandywine Global Inv. Mgmt | NONE | $656,132 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $647,758 | not reported in the loaded dataset |
| Tremblant Capital Lp | NONE | $478,031 | not reported in the loaded dataset |
| Verus | NONE | $427,628 | not reported in the loaded dataset |
| Pzena Investment Mgmt | NONE | $402,074 | not reported in the loaded dataset |
| Western Asset Mgmt Co. | NONE | $296,511 | not reported in the loaded dataset |
| Huber Capital Mgmt, LLC | NONE | $293,002 | not reported in the loaded dataset |
| Kroll | NONE | $261,359 | not reported in the loaded dataset |
| Albourne America LLC | NONE | $229,750 | not reported in the loaded dataset |
| Merganser Capital Mgmt | NONE | $227,174 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $181,314 | not reported in the loaded dataset |
| Urban Investment Advisors | NONE | $174,996 | not reported in the loaded dataset |
| Conduent Hr Services, LLC | NONE | $144,000 | not reported in the loaded dataset |
| Security Capital Research & Mgmt | NONE | $68,763 | not reported in the loaded dataset |
| Mellon Investments Corporation | NONE | $45,611 | not reported in the loaded dataset |
| Burgiss Group LLC | NONE | $29,837 | not reported in the loaded dataset |
| Jp Morgan Institutional Inv. | NONE | $6,364 | not reported in the loaded dataset |
| Kpmg Limited | NONE | $6,090 | not reported in the loaded dataset |