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Original filing (PDF)20251007175610NAL0002864979001
CAMBIA HEALTH SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CAMBIA HEALTH SOLUTIONS RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
1,312
Accounts w/ balance
—
Plan assets (EOY)
$438.2M
Net assets (EOY)
$362.4M
How this plan invests
This plan
1,203 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
55
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — 282% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBIA HEALTH SOLUTIONS, INC..
Plan sponsor
Name
CAMBIA HEALTH SOLUTIONS, INC.
EIN
93-1179316
Address
200 SW MARKET STREET · 11TH FLOOR · PORTLAND, OR · 97201
Phone
(801) 333-5298
Industry
Finance & Insurancesee 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
2025-10-07
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 33-0629048 | — | NONE | $548K | — |
| WELLINGTON MANAGEMENT | 30-0835489 | — | NONE | $401K | — |
| WELLINGTON TRUST COMPANY | 04-2767481 | — | NONE | $399K | — |
| MERCER(US), INC. | 13-2834414 | — | NONE | $130K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $128K | — |
| THE KARRAS COMPANY | 87-0574051 | — | NONE | $59K | — |
| AETNA INC. | 06-6033492 | — | SERVICE PROVIDER | $11K | — |
Investments
1,161 direct securities· $392.1M(89% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 0.000% 11/15/2039 DD 11/16/09 | — | — | $16.5M | $15.4M | 3.5% | |
| 5.500% 02/01/2055 DD 02/01/25 | — | — | $11.6M | $11.5M | 2.6% | |
| 0.000% 11/15/2047 DD 11/15/17 | — | — | $8.5M | $7.6M | 1.7% | |
| 5.271% 12/31/2035 DD 04/09/97 | — | — | $6.3M | $6.3M | 1.4% | |
| 3.375% 11/15/2048 DD 11/15/18 | — | — | $6.0M | $5.6M | 1.3% | |
| 4.000% 02/01/2055 DD 02/01/25 | — | — | $4.5M | $4.6M | 1.0% | |
| 4.250% 11/15/2034 DD 11/15/24 | — | — | $3.9M | $3.8M | 0.9% | |
| 6.000% 01/01/2055 DD 01/01/25 | — | — | $3.6M | $3.6M | 0.8% | |
| 5.271% 12/31/2035 DD 04/09/97 | — | — | $3.4M | $3.4M | 0.8% | |
| 0.000% 02/15/2048 DD 02/15/18 | — | — | $3.7M | $3.2M | 0.7% | |
| 2.250% 08/15/2046 DD 08/15/16 | — | — | $3.4M | $3.2M | 0.7% | |
| 2.875% 05/15/2043 DD 05/15/13 | — | — | $3.1M | $2.9M | 0.7% | |
| 3.750% 11/15/2043 DD 11/15/13 | — | — | $2.7M | $2.4M | 0.6% | |
| 1.125% 08/31/2028 DD 08/31/21 | — | — | $2.3M | $2.3M | 0.5% | |
| 3.352% 10/18/2027 DD 10/18/17 | — | — | $2.3M | $2.3M | 0.5% | |
| 3.625% 02/15/2044 DD 02/15/14 | — | — | $2.5M | $2.3M | 0.5% | |
| 3.000% 05/15/2047 DD 05/15/17 | — | — | $2.3M | $2.1M | 0.5% | |
| 3.000% 02/15/2048 DD 02/15/18 | — | — | $2.4M | $2.1M | 0.5% | |
| 2.125% 04/15/2029 DD 04/15/24 | — | — | $2.1M | $2.1M | 0.5% | |
| 6.000% 02/01/2055 DD 02/01/25 | — | — | $2.0M | $2.0M | 0.5% | |
| 3.250% 06/30/2029 DD 06/30/22 | — | — | $1.9M | $1.9M | 0.4% | |
| 4.900% 02/01/2046 DD 02/01/19 | — | — | $2.0M | $1.8M | 0.4% | |
| 4.000% 02/20/2055 DD 02/01/25 | — | — | $1.8M | $1.7M | 0.4% | |
| 0.000% 05/15/2048 DD 05/15/18 | — | — | $1.9M | $1.7M | 0.4% | |
| 5.650% 03/02/2053 DD 03/02/23 | — | — | $1.7M | $1.5M | 0.4% | |
| VAR RT 11/29/2045 DD 11/29/24 | — | — | $1.5M | $1.5M | 0.3% | |
| 3.650% 08/01/2048 DD 02/01/18 | — | — | $1.4M | $1.3M | 0.3% | |
| 4.950% 07/01/2050 DD 07/02/20 | — | — | $1.3M | $1.3M | 0.3% | |
| VAR RT 10/22/2030 DD 10/22/19 | — | — | $1.2M | $1.3M | 0.3% | |
| 3.000% 02/15/2049 DD 02/15/19 | — | — | $1.4M | $1.2M | 0.3% | |
| 2.875% 08/15/2045 DD 08/15/15 | — | — | $1.3M | $1.2M | 0.3% | |
| 5.805% 05/01/2050 DD 05/04/20 | — | — | $1.3M | $1.2M | 0.3% | |
| VAR RT 06/15/2032 DD 06/15/03 | — | — | $1.2M | $1.2M | 0.3% | |
| 3.950% 06/30/2062 DD 10/12/21 | — | — | $1.2M | $1.2M | 0.3% | |
| 3.625% 08/15/2043 DD 08/15/13 | — | — | $1.2M | $1.1M | 0.2% | |
| 1.750% 01/15/2034 DD 01/15/24 | — | — | $1.1M | $1.1M | 0.2% | |
| 2.750% 08/15/2047 DD 08/15/17 | — | — | $1.1M | $1.1M | 0.2% | |
| VAR RT 06/19/2041 DD 06/19/20 | — | — | $1.1M | $1.0M | 0.2% | |
| 0.125% 02/15/2052 DD 02/15/22 | — | — | $1.2M | $1.0M | 0.2% | |
| 7.250% 01/15/2033 DD 07/15/03 | — | — | $1.0M | $1.0M | 0.2% | |
| 4.500% 11/15/2054 DD 11/15/24 | — | — | $1.0M | $1.0M | 0.2% | |
| 3.650% 09/15/2059 DD 03/15/21 | — | — | $1.1M | $1.0M | 0.2% | |
| 3.000% 02/15/2041 DD 02/15/21 | — | — | $1.1M | $1000K | 0.2% | |
| 4.000% 07/15/2046 DD 07/07/16 | — | — | $1.0M | $994K | 0.2% | |
| 4.250% 04/15/2026 DD 11/23/20 | — | — | $966K | $988K | 0.2% | |
| 7.500% 02/15/2028 DD 01/09/23 | — | — | $987K | $964K | 0.2% | |
| 4.600% 12/15/2044 DD 06/15/22 | — | — | $938K | $933K | 0.2% | |
| 4.030% 11/01/2033 DD 11/01/18 | — | — | $961K | $928K | 0.2% | |
| 2.525% 06/01/2050 DD 06/01/20 | — | — | $1.0M | $919K | 0.2% | |
| 3.760% 08/01/2033 DD 08/01/18 | — | — | $943K | $918K | 0.2% | |
| 0.000% 05/15/2042 DD 05/15/12 | — | — | $986K | $914K | 0.2% | |
| 2.328% 07/15/2052 DD 07/14/20 | — | — | $883K | $912K | 0.2% | |
| 2.500% 02/15/2045 DD 02/15/15 | — | — | $949K | $903K | 0.2% | |
| VAR RT 07/23/2035 DD 07/23/24 | — | — | $900K | $884K | 0.2% | |
| 3.650% 06/01/2051 DD 05/28/20 | — | — | $946K | $884K | 0.2% | |
| 2.937% 11/01/2056 DD 05/01/22 | — | — | $988K | $873K | 0.2% | |
| 4.950% 01/15/2042 DD 07/15/16 | — | — | $903K | $837K | 0.2% | |
| 7.834% 02/15/2041 DD 12/21/10 | — | — | $874K | $825K | 0.2% | |
| 5.700% 11/15/2054 DD 10/24/22 | — | — | $904K | $815K | 0.2% | |
| VAR RT 04/22/2042 DD 04/22/21 | — | — | $852K | $808K | 0.2% | |
| VAR RT 07/25/2034 DD 07/25/23 | — | — | $814K | $799K | 0.2% | |
| 6.125% 02/01/2041 DD 01/26/11 | — | — | $837K | $797K | 0.2% | |
| 3.800% 12/01/2057 DD 06/01/21 | — | — | $857K | $794K | 0.2% | |
| 7.500% 07/01/2038 DD 03/28/08 | — | — | $812K | $793K | 0.2% | |
| 3.400% 03/22/2041 DD 03/22/21 | — | — | $835K | $791K | 0.2% | |
| VAR RT 04/23/2039 DD 04/23/18 | — | — | $808K | $785K | 0.2% | |
| 3.300% 03/15/2027 DD 03/10/17 | — | — | $748K | $772K | 0.2% | |
| 4.000% 04/01/2047 DD 03/24/17 | — | — | $818K | $770K | 0.2% | |
| 5.250% 03/01/2054 DD 03/01/24 | — | — | $818K | $769K | 0.2% | |
| 5.050% 11/01/2034 DD 09/24/24 | — | — | $797K | $765K | 0.2% | |
| 3.850% 06/01/2060 DD 05/28/20 | — | — | $824K | $762K | 0.2% | |
| 5.550% 02/06/2053 DD 02/06/23 | — | — | $803K | $758K | 0.2% | |
| 6.000% 01/15/2038 DD 01/10/08 | — | — | $781K | $754K | 0.2% | |
| VAR RT 11/19/2035 DD 11/19/24 | — | — | $775K | $752K | 0.2% | |
| 3.400% 07/15/2046 DD 07/19/16 | — | — | $831K | $751K | 0.2% | |
| 3.500% 09/15/2053 DD 03/15/21 | — | — | $808K | $746K | 0.2% | |
| 6.700% 08/15/2037 DD 08/17/07 | — | — | $768K | $742K | 0.2% | |
| VAR RT 10/31/2038 DD 10/31/17 | — | — | $761K | $737K | 0.2% | |
| VAR RT 01/01/2049 DD 07/01/08 | — | — | $720K | $720K | 0.2% | |
| VAR RT 11/19/2045 DD 11/19/24 | — | — | $740K | $715K | 0.2% | |
| 3.180% 09/01/2032 DD 09/01/17 | — | — | $724K | $711K | 0.2% | |
| VAR RT 07/22/2038 DD 07/24/17 | — | — | $723K | $702K | 0.2% | |
| #6A-746 | — | — | $758K | $691K | 0.2% | |
| Total unallocated insurance contracts | — | — | $758K | $691K | 0.2% | |
| 3.450% 02/01/2050 DD 11/05/19 | — | — | $771K | $686K | 0.2% | |
| 2.887% 11/01/2051 DD 05/01/22 | — | — | $754K | $679K | 0.2% | |
| VAR RT 11/03/2028 DD 11/03/17 | — | — | $658K | $674K | 0.2% | |
| 3.100% 10/01/2032 DD 10/01/17 | — | — | $684K | $671K | 0.2% | |
| VAR RT 03/04/2035 DD 03/04/24 | — | — | $663K | $670K | 0.2% | |
| 3.800% 08/15/2029 DD 06/13/19 | — | — | $665K | $663K | 0.2% | |
| 9.250% 06/15/2039 DD 06/19/09 | — | — | $652K | $662K | 0.2% | |
| 5.500% 06/01/2050 DD 12/01/20 | — | — | $724K | $658K | 0.2% | |
| VAR RT 01/01/2049 DD 07/01/08 | — | — | $656K | $656K | 0.1% | |
| 3.850% 05/04/2043 DD 05/03/13 | — | — | $692K | $655K | 0.1% | |
| 3.600% 04/01/2040 DD 04/01/20 | — | — | $668K | $653K | 0.1% | |
| 5.200% 01/14/2055 DD 08/14/24 | — | — | $684K | $651K | 0.1% | |
| 4.875% 02/15/2044 DD 09/10/13 | — | — | $695K | $641K | 0.1% | |
| 6.486% 05/15/2049 DD 03/25/10 | — | — | $674K | $638K | 0.1% | |
| 4.125% 08/15/2053 DD 08/15/23 | — | — | $718K | $631K | 0.1% | |
| VAR RT 10/15/2030 DD 09/12/19 | — | — | $623K | $631K | 0.1% | |
| 3.250% 02/01/2035 DD 07/31/19 | — | — | $664K | $626K | 0.1% | |
| 4.400% 07/01/2046 DD 05/24/16 | — | — | $667K | $625K | 0.1% | |
| 5.050% 10/01/2048 DD 04/01/19 | — | — | $650K | $621K | 0.1% | |
| VAR RT 11/18/2035 DD 11/18/24 | — | — | $635K | $619K | 0.1% | |
| 8.250% 10/15/2038 DD 10/20/08 | — | — | $634K | $616K | 0.1% | |
| 7.300% 07/01/2038 DD 06/19/08 | — | — | $620K | $611K | 0.1% | |
| 5.875% 03/15/2041 DD 03/21/11 | — | — | $612K | $608K | 0.1% | |
| VAR RT 04/22/2042 DD 04/22/21 | — | — | $629K | $599K | 0.1% | |
| 4.550% 04/17/2026 DD 10/18/16 | — | — | $592K | $598K | 0.1% | |
| 5.271% 12/31/2035 DD 04/09/97 | — | — | $597K | $597K | 0.1% | |
| 5.450% 02/15/2034 DD 01/05/24 | — | — | $599K | $596K | 0.1% | |
| 3.250% 12/15/2051 DD 12/08/21 | — | — | $631K | $595K | 0.1% | |
| 3.800% 07/15/2048 DD 01/05/18 | — | — | $632K | $594K | 0.1% | |
| 5.050% 05/09/2033 DD 05/09/23 | — | — | $613K | $594K | 0.1% | |
| 5.100% 06/15/2035 DD 11/20/24 | — | — | $598K | $591K | 0.1% | |
| 4.050% 11/21/2039 DD 05/21/20 | — | — | $625K | $590K | 0.1% | |
| 3.000% 08/15/2052 DD 08/15/22 | — | — | $674K | $589K | 0.1% | |
| 5.750% 06/28/2054 DD 06/28/24 | — | — | $607K | $589K | 0.1% | |
| 7.100% 11/19/2036 DD 11/19/24 | — | — | $600K | $585K | 0.1% | |
| VAR RT 03/08/2029 DD 03/08/18 | — | — | $575K | $583K | 0.1% | |
| 0.000% 11/15/2051 DD 11/15/21 | — | — | $697K | $583K | 0.1% | |
| VAR RT 04/23/2029 DD 04/23/18 | — | — | $578K | $582K | 0.1% | |
| 3.469% 04/15/2034 DD 03/31/21 | — | — | $583K | $580K | 0.1% | |
| 3.500% 10/15/2027 DD 09/14/17 | — | — | $567K | $579K | 0.1% | |
| 4.625% 05/15/2033 DD 02/23/23 | — | — | $600K | $579K | 0.1% | |
| 5.000% 01/01/2055 DD 01/01/25 | — | — | $580K | $579K | 0.1% | |
| 5.950% 05/15/2054 DD 05/15/24 | — | — | $597K | $577K | 0.1% | |
| 5.250% 02/05/2044 DD 02/05/24 | — | — | $603K | $574K | 0.1% | |
| VAR RT 04/27/2033 DD 04/27/22 | — | — | $573K | $570K | 0.1% | |
| 4.500% 06/01/2042 DD 06/01/12 | — | — | $587K | $568K | 0.1% | |
| 4.625% 07/15/2035 DD 07/23/15 | — | — | $604K | $567K | 0.1% | |
| 5.300% 11/01/2038 DD 10/22/18 | — | — | $589K | $565K | 0.1% | |
| 3.250% 02/01/2028 DD 11/02/20 | — | — | $570K | $565K | 0.1% | |
| 4.500% 05/14/2035 DD 05/14/15 | — | — | $588K | $562K | 0.1% | |
| VAR RT 06/18/2030 DD 12/18/20 | — | — | $554K | $560K | 0.1% | |
| 5.600% 05/15/2053 DD 05/03/23 | — | — | $599K | $556K | 0.1% | |
| VAR RT 10/25/2035 DD 10/25/24 | — | — | $565K | $552K | 0.1% | |
| 3.750% 09/12/2047 DD 09/12/17 | — | — | $600K | $551K | 0.1% | |
| 4.250% 08/15/2054 DD 08/15/24 | — | — | $584K | $549K | 0.1% | |
| 4.250% 02/15/2054 DD 02/15/24 | — | — | $589K | $548K | 0.1% | |
| 0.000% 02/15/2042 DD 02/15/12 | — | — | $590K | $547K | 0.1% | |
| 6.400% 03/15/2054 DD 11/08/23 | — | — | $583K | $545K | 0.1% | |
| 5.000% 03/01/2035 DD 03/01/24 | — | — | $556K | $544K | 0.1% | |
| 4.850% 03/15/2044 DD 03/18/13 | — | — | $578K | $537K | 0.1% | |
| 5.805% 05/01/2050 DD 05/04/20 | — | — | $532K | $534K | 0.1% | |
| 7.375% 03/15/2032 DD 09/15/02 | — | — | $558K | $534K | 0.1% | |
| 5.125% 03/09/2053 DD 03/09/23 | — | — | $600K | $533K | 0.1% | |
| 6.532% 06/15/2039 DD 04/20/10 | — | — | $551K | $532K | 0.1% | |
| STANLEY FUTURES | — | — | $532K | $532K | 0.1% | |
| 4.800% 10/15/2034 DD 10/02/24 | — | — | $549K | $531K | 0.1% | |
| VAR RT 02/11/2031 DD 02/11/20 | — | — | $519K | $529K | 0.1% | |
| 5.250% 06/15/2055 DD 09/26/24 | — | — | $574K | $523K | 0.1% | |
| 5.700% 06/15/2040 DD 06/07/10 | — | — | $537K | $523K | 0.1% | |
| 3.550% 09/15/2055 DD 03/15/21 | — | — | $556K | $519K | 0.1% | |
| 4.700% 04/15/2050 DD 04/01/20 | — | — | $554K | $519K | 0.1% | |
| 5.000% 03/15/2035 DD 11/08/24 | — | — | $529K | $518K | 0.1% | |
| 3.490% 02/01/2032 DD 02/01/17 | — | — | $524K | $514K | 0.1% | |
| 7.000% 06/15/2038 DD 06/17/08 | — | — | $519K | $512K | 0.1% | |
| 5.200% 06/01/2054 DD 01/31/24 | — | — | $548K | $512K | 0.1% | |
| 6.125% 04/01/2036 DD 10/01/06 | — | — | $528K | $512K | 0.1% | |
| 5.809% 06/12/2033 DD 06/12/23 | — | — | $526K | $510K | 0.1% | |
| 4.500% 12/01/2045 DD 11/17/15 | — | — | $534K | $509K | 0.1% | |
| 5.605% 07/06/2029 DD 07/06/22 | — | — | $511K | $508K | 0.1% | |
| 5.150% 09/01/2043 DD 08/22/13 | — | — | $544K | $508K | 0.1% | |
| 5.051% 09/15/2027 DD 09/22/10 | — | — | $508K | $504K | 0.1% | |
| 6.125% 09/15/2115 DD 09/11/15 | — | — | $560K | $501K | 0.1% | |
| VAR RT 01/25/2033 DD 11/02/23 | — | — | $498K | $501K | 0.1% | |
| 6.250% 07/01/2052 DD 07/07/22 | — | — | $518K | $500K | 0.1% | |
| VAR RT 04/24/2034 DD 04/24/23 | — | — | $503K | $495K | 0.1% | |
| 3.550% 09/30/2049 DD 09/20/19 | — | — | $530K | $493K | 0.1% | |
| 5.800% 11/15/2054 DD 08/13/24 | — | — | $504K | $490K | 0.1% | |
| 5.100% 02/15/2035 DD 08/14/24 | — | — | $500K | $485K | 0.1% | |
| 3.850% 08/04/2046 DD 08/04/16 | — | — | $523K | $484K | 0.1% | |
| 7.507% 01/10/2032 DD 12/22/09 | — | — | $483K | $483K | 0.1% | |
| 4.250% 06/15/2048 DD 06/19/18 | — | — | $538K | $482K | 0.1% | |
| 3.800% 12/01/2057 DD 06/01/21 | — | — | $520K | $482K | 0.1% | |
| 6.800% 05/15/2038 DD 05/15/08 | — | — | $494K | $480K | 0.1% | |
| VAR RT 07/16/2031 DD 04/16/24 | — | — | $478K | $479K | 0.1% | |
| 6.100% 04/01/2064 DD 02/23/24 | — | — | $497K | $478K | 0.1% | |
| 4.050% 04/15/2030 DD 04/01/20 | — | — | $478K | $477K | 0.1% | |
| 3.250% 06/01/2032 DD 06/01/17 | — | — | $481K | $471K | 0.1% | |
| VAR RT 10/19/2034 DD 10/19/23 | — | — | $478K | $469K | 0.1% | |
| PAY 1.0% 2026 DEC 15 | — | — | $622K | $466K | 0.1% | |
| 3.125% 09/30/2049 | — | — | $503K | $465K | 0.1% | |
| 6.714% 08/15/2063 DD 08/08/23 | — | — | $482K | $463K | 0.1% | |
| 4.900% 11/17/2045 DD 11/17/15 | — | — | $483K | $460K | 0.1% | |
| 9.375% 08/15/2039 DD 08/10/09 | — | — | $476K | $459K | 0.1% | |
| VAR RT 07/20/2032 DD 04/11/24 | — | — | $456K | $457K | 0.1% | |
| 5.893% 04/04/2054 DD 04/04/24 | — | — | $456K | $457K | 0.1% | |
| 4.025% 03/15/2062 DD 09/15/22 | — | — | $508K | $456K | 0.1% | |
| 5.600% 03/02/2043 DD 03/02/23 | — | — | $477K | $454K | 0.1% | |
| 5.400% 06/01/2041 DD 05/19/11 | — | — | $483K | $453K | 0.1% | |
| 4.300% 03/15/2042 DD 03/06/12 | — | — | $471K | $452K | 0.1% | |
| VAR RT 10/30/2030 DD 10/31/19 | — | — | $445K | $451K | 0.1% | |
| 3.150% 02/21/2040 DD 02/21/20 | — | — | $468K | $448K | 0.1% | |
| 3.040% 07/01/2032 DD 07/01/17 | — | — | $455K | $447K | 0.1% | |
| 4.950% 03/15/2053 DD 02/08/23 | — | — | $497K | $447K | 0.1% | |
| 5.375% 05/01/2047 DD 11/01/17 | — | — | $460K | $444K | 0.1% | |
| 5.875% 12/01/2053 DD 05/22/23 | — | — | $482K | $444K | 0.1% | |
| 8.000% 11/01/2031 DD 12/31/08 | — | — | $439K | $442K | 0.1% |
Showing top 200 of 1,161 investments by value.