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Original filing (PDF)20250415170531NAL0007029410001
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
Form 5500
FILING_RECEIVED
SHANDS HEALTHCARE PENSION PLAN II
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
2,264
Accounts w/ balance
—
Plan assets (EOY)
$999.2M
Net assets (EOY)
$907.3M
How this plan invests
This plan
6 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 (directional)
82
/ 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
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 356% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHANDS TEACHING HOSPITAL AND CLINICS, INC..
Plan sponsor
Name
SHANDS TEACHING HOSPITAL AND CLINICS, INC.
EIN
59-1943502
Address
1329 SW 16TH ST., ROOM 1230 · ATN HR · GAINESVILLE, FL · 32608
Phone
(352) 265-0441
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JAMES MOORE & COMPANY P.L.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $409K | — |
Other
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO LLC | 33-0629048 | — | NONE | $659K | — |
| TCW ASSET MANAGEMENT COMPANY | 95-3703295 | — | NONE | $449K | — |
| BAILLIE GIFFORD OVERSEAS LTD | 22-3438530 | — | NONE | $410K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | NONE | $259K | — |
| MERCER | 12-2834414 | — | NONE | $151K | — |
| EMERALD ADVISERS,LLC | 83-1180034 | — | NONE | $108K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $97K | — |
| MELLON CAPITAL MANAGEMENT CORP | 25-6078093 | — | NONE | $91K | — |
| JAMES MOORE & CO | 59-3204548 | — | NONE | $45K | — |
| JP MORGAN INVESTMENT MANAGENENT INC | 13-4994650 | — | NONE | $32K | — |
| BLUEBAY ASSET MANAGEMENT LLP | 98-1028247 | — | NONE | $21K | — |
| BLACKBURN & COMPANY, LC | 59-3519390 | — | NONE | $6K | — |
Investments
6 pooled funds· $267.1M(27% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| EB DV LARGE CAP SIF MELLON BANK · EIN 25-6078093 / PN 004 | Common Collective Trust | $76.1M | 7.6% |
| EB DV ACWI EX-US FUND MELLON BANK · EIN 25-6078093 / PN 193 | Common Collective Trust | $73.8M | 7.4% |
| GLOBAL FUNDS SPC TOTAL RETURN BLUE BAY ASSET MANAGEMENT LLP · EIN 98-1028247 / PN 001 | Common Collective Trust | $61.7M | 6.2% |
| MARTINGALE ASSET MANAGEMENT LP MARTINGALE INVESTMENT TRUST · EIN 46-2669543 / PN 001 | Common Collective Trust | $48.0M | 4.8% |
| EB TIF MELLON BANK · EIN 25-6078093 / PN 023 | Common Collective Trust | $7.5M | 0.8% |
| INTERNATIONAL SMALL CAP EQUITY FUND PRINCIPAL GLOBAL INVESTORS, LLC · EIN 81-3934776 / PN 001 | Common Collective Trust | $0 | <0.1% |