Original filing (PDF)20231016152340NAL0038288177001

SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM

Name: SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM — SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM

Form 5500

FILING_RECEIVED

SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

13,884

Accounts w/ balance

19,753

Plan assets (EOY)

$1.5B

Net assets (EOY)

$1.5B

How this plan invests

This plan

21 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM.

Plan sponsor

Name

SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM

EIN

23-7379161

Address

500 ELDORADO BLVD., BLDG. 4 · SUITE 4200 · BROOMFIELD, CO · 80021

Phone

(303) 813-5000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

WHITLEY PENN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$359K	—

Investments

21 pooled funds· $1.1B(72% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001	Common Collective Trust	$185.8M	12.3%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001	Common Collective Trust	$161.2M	10.6%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001	Common Collective Trust	$156.6M	10.3%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001	Common Collective Trust	$143.0M	9.4%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001	Common Collective Trust	$118.3M	7.8%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001	Common Collective Trust	$106.1M	7.0%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001	Common Collective Trust	$96.2M	6.4%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001	Common Collective Trust	$48.3M	3.2%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001	Common Collective Trust	$43.6M	2.9%
TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030	Common Collective Trust	$20.2M	1.3%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001	Common Collective Trust	$16.8M	1.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2373652 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2388804 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A · EIN 84-2402523 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2420474 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2433553 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2447445 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2460155 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2477816 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TURST FUND (SMAR JPMORGAN CHASE BANK, N.A. · EIN 84-2492102 / PN 001	Common Collective Trust	$0	<0.1%
COMMINGLED PENSION TRUST FUND (SMAR JPMORGAN CHASE BANK, N.A · EIN 84-2507352 / PN 001	Common Collective Trust	$0	<0.1%