Plan5500

Sutter Health Retirement Income 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 Retirement Income Plan is a benefit plan reported by Sutter Health under EIN 94-2788907 and plan number 334. The latest loaded filing year is 2023. The filing reports 14,533 participants and $752,479,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sutter Health
EIN
94-2788907
Plan number
334
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
14,533
End-of-year plan assets
$752,479,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,533H, C20240920114048NAL0015306546001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$752,479,041
Total liabilities (EOY)
$234,266
Net assets (EOY)
$752,244,775
Net assets (BOY)
$628,052,744

Income & contributions

Employer contributions
$47,752,614
Participant contributions
$0
Total contributions
$47,752,614
Total income / additions
$161,191,001

Expenses & distributions

Benefits paid
$36,712,252
Administrative expenses
$286,718
Total expenses
$36,998,970
Net increase / (decrease)
$124,192,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$286,718$02023

Related Form 5500 pages