Original filing (PDF)20251014135730NAL0006289314001

NORTHBAY HEALTHCARE CORPORATION

Name: NORTHBAY HEALTHCARE CORPORATION — NORTHBAY HEALTHCARE 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: NORTHBAY HEALTHCARE CORPORATION

Form 5500

FILING_RECEIVED

NORTHBAY HEALTHCARE 403(B) RETIREMENT PLAN

403(b) retirement plan

Signals · 3

Late participant contributions100% employer stockCorrective distributions issued

Active participants

2,769

Accounts w/ balance

3,587

Plan assets (EOY)

$500.8M

Net assets (EOY)

$500.8M

How this plan invests

This plan

68 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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) — 8298K (22% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (21st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHBAY HEALTHCARE CORPORATION.

Plan sponsor

Name

NORTHBAY HEALTHCARE CORPORATION

EIN

68-0046750

Address

4500 BUSINESS CENTER DRIVE · FAIRFIELD, CA · 945346888

Phone

(707) 646-3333

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$760K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-3297908	—	ADVISORY	$337K	—
SAGEVIEW ADVISORY GROUP, LLC

Investments

68 direct securities· $490.7M(98% of reported assets)

					% of plan
contract loan reserves * Lincoln Fin. Group Trust Co., Inc. Lincoln Stable Value Account	Common Stock	—	—	$89.9M	18.0%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2045 Moderate	Common Stock	—	—	$35.5M	7.1%
Lincoln Fin. Group Trust Co., Inc. Fidelity 500 Index	Common Stock	—	—	$34.8M	6.9%
Lincoln Fin. Group Trust Co., Inc. American Funds Washington Mutual Investors ** 494 * Lincoln Fin. Group Trust Co., Inc. Vanguard Mid Cap Growth Investor Shares ** 122 * Lincoln Fin. Group Trust Co., Inc. T. Rowe Price Growth Stock I Class	Common Stock	—	—	$33.7M	6.7%
Lincoln Fin. Group Trust Co., Inc. Putnam Large Cap Value	Common Stock	—	—	$33.0M	6.6%
Lincoln Fin. Group Trust Co., Inc. PGIM Total Return Bond	Common Stock	—	—	$29.4M	5.9%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2050 Moderate	Common Stock	—	—	$24.3M	4.9%
Lincoln Fin. Group Trust Co., Inc. Fidelity US Bond Index	Common Stock	—	—	$21.9M	4.4%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2055 Moderate	Common Stock	—	—	$18.6M	3.7%
Lincoln Fin. Group Trust Co., Inc. Invesco Global	Common Stock	—	—	$18.2M	3.6%
Lincoln Fin. Group Trust Co., Inc. American Funds EuroPacific Growth Fund	Common Stock	—	—	$16.9M	3.4%
Lincoln Fin. Group Trust Co., Inc. JP Morgan Mid Cap Growth Class R6	Common Stock	—	—	$15.2M	3.0%
Lincoln Fin. Group Trust Co., Inc. Principal Diversified Real Asset Inst	Common Stock	—	—	$14.7M	2.9%
Lincoln Fin. Group Trust Co., Inc. Vanguard Developed Markets Index Adm Shares**	Common Stock	—	—	$14.3M	2.9%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2040 Moderate	Common Stock	—	—	$13.5M	2.7%
Lincoln Fin. Group Trust Co., Inc. T. Rowe Price Mid Cap Value	Common Stock	—	—	$12.8M	2.6%
Lincoln Fin. Group Trust Co., Inc. Parnassus Core Equity Inst Shares	Common Stock	—	—	$11.0M	2.2%
Lincoln Fin. Group Trust Co., Inc. Diversified Income	Common Stock	—	—	$8.4M	1.7%
Lincoln Fin. Group Trust Co., Inc. Fidelity Small Cap Index	Common Stock	—	—	$7.2M	1.4%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2060 Moderate	Common Stock	—	—	$5.1M	1.0%
Lincoln Fin. Group Trust Co., Inc. Schwab Self Directed Brokerage Accounts	Common Stock	—	—	$4.6M	0.9%
Lincoln Fin. Group Trust Co., Inc. Fidelity Mid Cap Index	Common Stock	—	—	$4.2M	0.8%
Lincoln Fin. Group Trust Co., Inc. Vanguard Small Cap Growth Index Adm	Common Stock	—	—	$4.0M	0.8%
Lincoln Fin. Group Trust Co., Inc. DFA US Targeted Value Institutional Class	Common Stock	—	—	$3.8M	0.8%
Lincoln Fin. Group Trust Co., Inc. American Funds American Balanced	Common Stock	—	—	$2.6M	0.5%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2030 Moderate	Common Stock	—	—	$2.5M	0.5%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2035 Moderate	Common Stock	—	—	$1.2M	0.2%
Lincoln National Life Ins. Co. Lvip Dimensional U.S. Core Equity 1	Common Stock	—	—	$1.1M	0.2%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2065 Moderate	Common Stock	—	—	$1.1M	0.2%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2020 Moderate ** 23 * Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2025 Moderate	Common Stock	—	—	$1.0M	0.2%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2045 Growth	Common Stock	—	—	$794K	0.2%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2050 Growth	Common Stock	—	—	$631K	0.1%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2025 Conservative	Common Stock	—	—	$555K	0.1%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares Income Moderate	Common Stock	—	—	$505K	0.1%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2055 Growth	Common Stock	—	—	$434K	<0.1%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2065 Growth	Common Stock	—	—	$383K	<0.1%
Lincoln National Life Ins. Co. Lvip Blended Large Cap Growth Mngd Voltlty	Common Stock	—	—	$327K	<0.1%
Lincoln National Life Ins. Co. Lvip Macquarie SMID Cap Core Series	Common Stock	—	—	$317K	<0.1%
Lincoln National Life Ins. Co. Lvip Macquarie Mid Cap Value Fund	Common Stock	—	—	$259K	<0.1%
Lincoln National Life Ins. Co. Lvip Mondrian International Value	Common Stock	—	—	$234K	<0.1%
Lincoln National Life Ins. Co. Lvip Macquarie Social Awareness	Common Stock	—	—	$229K	<0.1%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2040 Growth	Common Stock	—	—	$192K	<0.1%
Fully benefit-responsive investment contracts - * Lincoln National Life Ins. Co.	Common Stock	—	—	$188K	<0.1%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2060 Conservative	Common Stock	—	—	$161K	<0.1%
Lincoln National Life Ins. Co. Lvip Macquarie Bond	Common Stock	—	—	$136K	<0.1%
Lincoln National Life Ins. Co. American Funds Growth	Common Stock	—	—	$118K	<0.1%
Lincoln National Life Ins. Co. Lvip T. Rowe Price Struct Mid-Cap	Common Stock	—	—	$110K	<0.1%
Lincoln National Life Ins. Co. Lvip Blackrock Dividend Value Mngd Voltlty	Common Stock	—	—	$109K	<0.1%
Lincoln Fin. Group Trust Co., Inc. YourPath Ishares 2020 Growth	Common Stock	—	—	$109K	<0.1%
Lincoln National Life Ins. Co. Lvip Global Moderate Allocation Mgd Risk	Common Stock	—	—	$85K	<0.1%