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Original filing (PDF)20251015121415NAL0009153970001
MULTICARE HEALTH SYSTEM
Form 5500
FILING_RECEIVED
MULTICARE HEALTH SYSTEM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,028
Accounts w/ balance
11,099
Plan assets (EOY)
$779.1M
Net assets (EOY)
$779.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- 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
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $624K | — |
| NORTHERN CAPITAL MANAGEMENT | 91-1548437 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $1K | — |
Investments
13 direct securities · 12 pooled funds· $766.4M(98% 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.
Common Collective Trust
$526.6M
12 holdings
Uncategorized
$239.8M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $79.4M | 10.2% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $76.6M | 9.8% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $75.9M | 9.7% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $71.1M | 9.1% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $69.7M | 9.0% | |
| Vanguard Institutional Index Instl PI | — | — | — | $57.6M | 7.4% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $54.0M | 6.9% | |
| JP Morgan JP Morgan US Research Enhanced Equity R6 | — | — | — | $49.3M | 6.3% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $36.7M | 4.7% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $30.4M | 3.9% | |
| Vanguard Small Cap Index Instl | — | — | — | $28.9M | 3.7% | |
| Vanguard Total Bond Market Index Inst | — | — | — | $19.1M | 2.4% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $18.7M | 2.4% | |
| Fidelity International Index | — | — | — | $15.7M | 2.0% | |
| Group fixed annuity contracts * Empower Select Guaranteed Fund | — | — | — | $14.0M | 1.8% | |
| Registered investment companies American Funds American Funds Europacific Gr R6 | — | — | — | $12.2M | 1.6% | |
| Self-directed brokerage account Charles Schwab Personal Choice Retirement Account | — | — | — | $9.4M | 1.2% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $7.4M | 1.0% | |
| Vanguard Real Estate Index Institutional | — | — | — | $7.3M | 0.9% | |
| maturing through December 2040 - | — | — | — | $7.2M | 0.9% | |
| Baird Aggregate Bond Inst | — | — | — | $6.7M | 0.9% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $6.7M | 0.9% | |
| DFA Emerging Markets I | — | — | — | $6.3M | 0.8% | |
| Vanguard Inflation-Protected Secs I | — | — | — | $6.1M | 0.8% | |
| MORLEY STABLE VALUE CL 20-II MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |