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Original filing (PDF)20251013151000NAL0003317746001
MARSHALL MEDICAL CENTER
Form 5500
FILING_RECEIVED
MARSHALL MEDICAL EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
41% in single holdingNo recordkeeper disclosed
Active participants
851
Accounts w/ balance
—
Plan assets (EOY)
$111.4M
Net assets (EOY)
$111.4M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "BLACKROCK US LONG CREDIT BOND FUND Collective Investment Fund" is 41% of plan.
- 33 bps in Schedule C fees — 230% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSHALL MEDICAL CENTER.
Plan sponsor
Name
MARSHALL MEDICAL CENTER
EIN
20-6019079
Address
1100 MARSHALL WAY · PLACERVILLE, CA · 95667
Phone
(530) 622-1441
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $247K | — |
| BLACKROCK INST TRUST CO, NA | 94-3112180 | — | NONE | $80K | — |
| US BANK | 31-0841368 | — | NONE | $41K | — |
Investments
7 direct securities· $111.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK US LONG CREDIT BOND FUND Collective Investment Fund | — | — | $45.9M | $46.2M | 41.5% | |
| BLACKROCK LNG DUR CORP CR SCREEN Collective Investment Fund | — | — | $29.7M | $30.0M | 26.9% | |
| BLACKROCK INT DURATION CORPOR CL1 Collective Investment Fund | — | — | $20.9M | $21.9M | 19.6% | |
| BLACKROCK INTERMEDIATE GOVT BOND Collective Investment Fund | — | — | $6.1M | $6.2M | 5.5% | |
| BLACKROCK MBS INDEX FUND Collective Investment Fund | — | — | $5.5M | $5.7M | 5.1% | |
| BLACKROCK TSY U.S. 25+ YR KEY RATE Collective Investment Fund | — | — | $1.8M | $1.5M | 1.3% | |
| BLACKROCK SHORT-TERM INVESTMENT FUND Collective Investment Fund | — | — | $46K | $46K | <0.1% |