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Original filing (PDF)20251015121803NAL0002393299001
MULTICARE HEALTH SYSTEM
Form 5500
FILING_RECEIVED
MULTICARE HEALTH SYSTEM RETIREMENT ACCOUNT PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
12,528
Accounts w/ balance
13,076
Plan assets (EOY)
$561.6M
Net assets (EOY)
$561.6M
How this plan invests
This plan
11 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTICARE HEALTH SYSTEM.
Plan sponsor
Name
MULTICARE HEALTH SYSTEM
EIN
91-1352172
Address
PO BOX 5299 MAILSTOP 1313-5-HP · TACOMA, WA · 98415
Phone
(855) 647-6947
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | 84-1532243 | — | NONE | $186K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $181K | — |
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $4K | — |
| VESTIA ADVISORS LLC | 82-1828832 | — | NONE | $2K | — |
| HOHIMER WEALTH MANAGEMENT LLC | 83-2676110 | — | NONE | $2K | — |
| ABSOLUTE CAPITAL MANAGEMENT LLC | 25-1879568 | — | NONE | $2K | — |
| FINANCIAL ENGINES ADVISORS LLC | 77-0473565 | — | NONE | $1K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $771 | — |
| DRIVEN INVESTMENTS LLC | 85-1639367 | — | NONE | $376 | — |
Investments
12 direct securities · 11 pooled funds· $505.1M(90% 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
$253.0M
12 holdings
Common Collective Trust
$252.0M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JP Morgan US Research Enhanced Equity R6 | — | — | — | $66.2M | 11.8% | |
| Vanguard Institutional Index Instl PI | — | — | — | $43.4M | 7.7% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $39.8M | 7.1% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $38.4M | 6.8% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $37.2M | 6.6% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $35.8M | 6.4% | |
| Group fixed annuity contracts * Empower Select Guaranteed Fund | — | — | — | $34.3M | 6.1% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $30.2M | 5.4% | |
| Vanguard Small Cap Index Instl | — | — | — | $24.4M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $23.6M | 4.2% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $22.5M | 4.0% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $16.0M | 2.8% | |
| Fidelity International Index | — | — | — | $14.1M | 2.5% | |
| Baird Aggregate Bond Inst | — | — | — | $13.1M | 2.3% | |
| Registered investment companies American Funds American Funds Europacific Gr R6 | — | — | — | $12.9M | 2.3% | |
| Vanguard Real Estate Index Institutional | — | — | — | $11.6M | 2.1% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.7% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $8.7M | 1.5% | |
| Self-directed brokerage account Charles Schwab Personal Choice Retirement Account | — | — | — | $6.4M | 1.1% | |
| DFA Emerging Markets I | — | — | — | $5.9M | 1.1% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.9% | |
| Vanguard Inflation-Protected Secs I | — | — | — | $4.8M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.3% |