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Original filing (PDF)20250909120450NAL0020197985001
PEACEHEALTH
Form 5500
FILING_RECEIVED
PEACEHEALTH SOUTHWEST MEDICAL CENTER RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
3,642
Accounts w/ balance
4,609
Plan assets (EOY)
$343.5M
Net assets (EOY)
$343.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
104 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEACEHEALTH.
Plan sponsor
Name
PEACEHEALTH
EIN
91-0939479
Address
1115 SE 164TH AVE. · DEPT. 348 · VANCOUVER, WA · 98683
Phone
(360) 729-1000
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
2025-09-09
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INSTL OPS CO | 04-2647786 | — | RECORDKEEPER / ADMIN | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INVEST ADV / CONSULTANT | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDIT | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 13-5565207 | — | INV ADV | $36K | — |
Investments
104 direct securities · 2 pooled funds· $347.9M(100% 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.
Uncategorized
$330.6M
102 holdings
Guaranteed Income / GIC
$12.0M
1 holding
Pooled Separate Account
$4.4M
2 holdings
Pooled Separate Accounts
$860K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies * Fidelity Fid 500 Index | — | — | — | $34.3M | 10.0% | |
| Fidelity Fid OTC K | — | — | — | $32.6M | 9.5% | |
| Fidelity Fid Frdm Indx 2040 | — | — | — | $26.7M | 7.8% | |
| Fidelity Fid Frdm Indx 2035 | — | — | — | $26.6M | 7.7% | |
| Fidelity Fid Frdm Indx 2030 | — | — | — | $24.6M | 7.2% | |
| Fidelity Fid Frdm Indx 2045 | — | — | — | $24.4M | 7.1% | |
| Fidelity Fid Frdm Indx 2050 | — | — | — | $20.6M | 6.0% | |
| Fidelity Fid Frdm Indx 2025 | — | — | — | $18.6M | 5.4% | |
| Fidelity Fid Contrafund K | — | — | — | $14.9M | 4.3% | |
| s * Fidelity ** New York Life Guaranteed Interest Account | Guaranteed Income / GIC | — | — | $12.0M | 3.5% | |
| Fidelity Fid Frdm Indx 2055 | — | — | — | $11.6M | 3.4% | |
| American Funds Af Wash Mutl Inv R6 | — | — | — | $7.9M | 2.3% | |
| Fidelity FIMM Govt Inst | — | — | — | $7.8M | 2.3% | |
| Fidelity Fid Frdm Indx 2020 | — | — | — | $7.6M | 2.2% | |
| Brokerage link accounts * Fidelity BrokerageLink | — | — | — | $7.2M | 2.1% | |
| Fidelity Fid Frdm Indx 2060 | — | — | — | $5.4M | 1.6% | |
| Vanguard Vang Midcap Idx Inst | — | — | — | $5.3M | 1.6% | |
| Vanguard Vang Sm Cap Idx Inst | — | — | — | $5.0M | 1.5% | |
| Metwest Tot Rtn Bd P | — | — | — | $4.8M | 1.4% | |
| FUTUREFUNDS SERIES ACCT II-GW LIFE EMPOWER ANNUITY INSURANCE CO OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $4.2M | 1.2% | |
| Vanguard Vang Tot Intl Stk Is | — | — | — | $3.8M | 1.1% | |
| Victory S Est Val R6 | — | — | — | $3.8M | 1.1% | |
| maturing through June 2039 0 | — | — | — | $3.7M | 1.1% | |
| Calvert Calv Us Lg Cp Cri I | — | — | — | $3.5M | 1.0% | |
| Vanguard MM Mid Cap Grth I | — | — | — | $3.5M | 1.0% | |
| Vanguard Vang Wellington Adm | — | — | — | $2.8M | 0.8% | |
| Vanguard Vang Intl Growth Adm | — | — | — | $2.5M | 0.7% | |
| Transamerica TA Intl Equity R6 | — | — | — | $2.0M | 0.6% | |
| Fidelity Fid Intm Tr Bd Idx | — | — | — | $2.0M | 0.6% | |
| Lincoln Fixed Account | — | — | — | $1.9M | 0.5% | |
| Fidelity Fid Frdm Indx 2015 | — | — | — | $1.4M | 0.4% | |
| Empower Great-West Guaranteed Certificate Fund | — | — | — | $1.4M | 0.4% | |
| Fidelity Fid Frdm Indx 2065 | — | — | — | $1.3M | 0.4% | |
| Fidelity Fid US Bond Idx IS | — | — | — | $1.3M | 0.4% | |
| Lincoln LVIP Macquarie SOCIAL AWARENESS | — | — | — | $1.1M | 0.3% | |
| Fidelity Fid Frdm Indx Inc | — | — | — | $987K | 0.3% | |
| s * Empower Great-West S&P 500 Index Fund Inv | Pooled Separate Accounts | — | — | $860K | 0.3% | |
| Victory S Smco Op R6 | — | — | — | $854K | 0.2% | |
| Fidelity Fid Frdm Indx 2010 | — | — | — | $676K | 0.2% | |
| Empower Fidelity Vip Growth Portfolio | — | — | — | $652K | 0.2% | |
| Empower ** Great-West Guaranteed Fixed Fund | — | — | — | $609K | 0.2% | |
| Empower Great-West Aggressive Profile Fund Inv | — | — | — | $425K | 0.1% | |
| Lincoln LVIP Dimensional U.S. Core Equity 1 | — | — | — | $358K | 0.1% | |
| Empower Great-West Ariel Mid Cap Value Fund Inv | — | — | — | $285K | <0.1% | |
| Empower Great-West Conserv Profile Fund Inv | — | — | — | $282K | <0.1% | |
| SEPARATE ACCOUNTS AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $224K | <0.1% | |
| Lincoln LVIP Blackrock Dividend Value Managed Volatility | — | — | — | $193K | <0.1% | |
| Empower Great-West Mod Aggr Profile Fund Inv | — | — | — | $188K | <0.1% | |
| Lincoln LVIP Blended Large Cap Growth Managed Volatility | — | — | — | $170K | <0.1% | |
| Empower Alger Mid Cap Growth I-2 | — | — | — | $152K | <0.1% | |
| Empower Federated Hermes Govt Obligations Fd SS | — | — | — | $150K | <0.1% | |
| Empower Great-West Large Cap Value Investor II | — | — | — | $146K | <0.1% | |
| Lincoln LVIP Macquarie MID CAP VALUE FUND | — | — | — | $143K | <0.1% | |
| Empower Great-West S&P Smallcap 600 Index Fund I | — | — | — | $134K | <0.1% | |
| American Funds American Funds Growth | — | — | — | $129K | <0.1% | |
| Empower Great-West International Value Inv | — | — | — | $128K | <0.1% | |
| Empower Fidelity Vip Ii Contrafund | — | — | — | $123K | <0.1% | |
| Empower Great-West Daily Interest Guarantee Fund DIGF | — | — | — | $112K | <0.1% | |
| Lincoln LVIP SSGA S&P 500 Index | — | — | — | $111K | <0.1% | |
| Equitable EQ Advisors Multimanager Aggressive Equity | — | — | — | $95K | <0.1% | |
| Empower American Century Equity Income Fund | — | — | — | $88K | <0.1% | |
| Empower Great-West T Rowe Price Midcap Gr Fund I | — | — | — | $84K | <0.1% | |
| Lincoln LVIP Mondrian International Value | — | — | — | $82K | <0.1% | |
| Empower Banded Portfolio Fund | — | — | — | $78K | <0.1% | |
| Fidelity VIP Freedom Target Date 2030 | — | — | — | $76K | <0.1% | |
| Empower Janus Forty T | — | — | — | $76K | <0.1% | |
| Empower Great-West Moderate Profile Fund Inv | — | — | — | $69K | <0.1% | |
| Fidelity VIP Contrafund | — | — | — | $69K | <0.1% | |
| Lincoln LVIP Macquarie U.S. REIT FUND | — | — | — | $68K | <0.1% | |
| Lincoln LVIP Macquarie WEALTH BUILDER | — | — | — | $66K | <0.1% | |
| Lincoln LVIP Macquarie SMID CAP CORE SERIES | — | — | — | $55K | <0.1% | |
| Empower Guaranteed Interest Fund | — | — | — | $47K | <0.1% | |
| Equitable Guaranteed Interest Account | — | — | — | $45K | <0.1% | |
| Equitable EQ Advisors Common Stock Index | — | — | — | $40K | <0.1% | |
| Empower Alger Balanced I-2 | — | — | — | $37K | <0.1% | |
| Empower Invesco Mid Cap Growth A | — | — | — | $37K | <0.1% | |
| Lincoln LVIP T. Rowe Price Structured Mid-Cap Growth | — | — | — | $34K | <0.1% | |
| Empower Janus Global Research T | — | — | — | $34K | <0.1% | |
| Lincoln LVIP Baron Growth Opportunities | — | — | — | $31K | <0.1% | |
| Fidelity VIP Growth | — | — | — | $30K | <0.1% | |
| Lincoln LVIP JP Morgan Retirement Income Fund | — | — | — | $29K | <0.1% | |
| Lincoln Macquarie SMALL CAP VALUE | — | — | — | $26K | <0.1% | |
| Equitable EQ/AllianceBernstein Small Cap Growth Portfolio | — | — | — | $26K | <0.1% | |
| Equitable Large Cap Growth Managed | — | — | — | $25K | <0.1% | |
| Equitable Mid Cap Value Managed | — | — | — | $25K | <0.1% | |
| Empower Artisan International Fund | — | — | — | $24K | <0.1% | |
| Empower Pioneer Vct Equity-Income Portfolio II | — | — | — | $22K | <0.1% | |
| Empower Oppenheimer Global Fund | — | — | — | $21K | <0.1% | |
| Lincoln LVIP Macquarie Bond | — | — | — | $20K | <0.1% | |
| Empower Great-West Mod Conserv Profile Fund Inv | — | — | — | $19K | <0.1% | |
| Empower Great-West Multi-Sector Bond inv | — | — | — | $18K | <0.1% | |
| American Funds American Funds International | — | — | — | $17K | <0.1% | |
| Empower Great-West Lifetime 2045 Fund Inv | — | — | — | $17K | <0.1% | |
| Empower Davis New York Venture Fund - R | — | — | — | $16K | <0.1% | |
| Empower Victory RS Small Cap Growth A | — | — | — | $14K | <0.1% | |
| Equitable Moderate Allocation | — | — | — | $13K | <0.1% | |
| Empower Invesco Comstock R | — | — | — | $13K | <0.1% | |
| Empower Great-West Loomis Sayles Smcapval Fund I | — | — | — | $12K | <0.1% | |
| Empower Jensen Quality Growth R | — | — | — | $11K | <0.1% | |
| American Funds American Funds Growth-Income | — | — | — | $11K | <0.1% | |
| Empower Great-West Us Govt Securities Fund Inv | — | — | — | $10K | <0.1% | |
| Empower Invesco American Franchise A | — | — | — | $9K | <0.1% | |
| Empower Systematic Withdrawal | — | — | — | $5K | <0.1% | |
| Fidelity Fid Frdm Indx 2070 | — | — | — | $5K | <0.1% | |
| Empower Great-West Bond Index Fund I | — | — | — | $3K | <0.1% | |
| Empower Victory RS Select Growth A | — | — | — | $2K | <0.1% |