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Original filing (PDF)20251010115915NAL0007667025001
VIRGINIA MASON MEDICAL CENTER
Form 5500
FILING_RECEIVED
VIRGINIA MASON MEDICAL CENTER DEFINED BENEFIT RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
56% in single holding
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$81.7M
Net assets (EOY)
$81.1M
How this plan invests
This plan
7 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
100
Participation health
100
Knocking points off
- Top holding "[DFE: INTERMEDIATE DURATION CORPORATE CREDIT SCREENED NON-LENDABLE FUND (extraction pending)]" is 56% of plan.
- 42 bps in Schedule C fees — 165% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRGINIA MASON MEDICAL CENTER.
Plan sponsor
Name
VIRGINIA MASON MEDICAL CENTER
EIN
91-0565539
Address
P.O. BOX 900 · SEATTLE, WA · 98111
Phone
(206) 341-0154
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1F · Section 414(k) arrangement
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK | 94-3112180 | — | NONE | $172K | — |
| MILLIMAN, INC | 91-0675641 | — | NONE | $81K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $47K | — |
| ERNST & YOUNG US LLP | 34-6565596 | — | NONE | $32K | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $14K | — |
Investments
7 pooled funds· $76.8M(94% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INTERMED DURATION CORP CREDIT SC NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 82-2229248 / PN 001 | Common Collective Trust | — | — | $43.1M | 52.8% | |
| LONG DURATION CORP CREDIT SCREEN NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4520291 / PN 001 | Common Collective Trust | — | — | $26.8M | 32.7% | |
| BLACKROCK MSCI ACWI EQUITY INDEX NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-1743707 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.7% | |
| TREASURY US 10 YR KEY RATE DUR NL A BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.7% | |
| TREASURY US 15 YEAR KEY RATE DUR NL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | — | $998K | 1.2% | |
| INTERMEDIATE GOVT BOND INDEX NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 26-3774255 / PN 001 | Common Collective Trust | — | — | $531K | 0.6% | |
| SHORT-TERM INVESTMENT FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6450621 / PN 001 | Common Collective Trust | — | — | $117K | 0.1% |