Original filing (PDF)20251014141716NAL0001529123001

CHINESE HOSPITAL

Name: CHINESE HOSPITAL — PENSION PLAN FOR EMPLOYEES OF CHINESE HOSPITAL, Form 5500 (2024)
Creator: CHINESE HOSPITAL

Form 5500

FILING_RECEIVED

PENSION PLAN FOR EMPLOYEES OF CHINESE HOSPITAL

Defined-benefit pension plan

Signals · 2

99% in single holdingNo recordkeeper disclosed

Active participants

131

Accounts w/ balance

—

Plan assets (EOY)

$64.1M

Net assets (EOY)

$64.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHINESE HOSPITAL.

Plan sponsor

Name

CHINESE HOSPITAL

EIN

94-0382780

Address

845 JACKSON STREET · SAN FRANCISCO, CA · 941334851

Phone

(415) 982-2400

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
US BANK NATIONAL ASSOCIATION	31-0841368	—	NONE	$399K	—
GALLAGHER BENEFIT SERVICES, INC.	36-4291971	—	NONE	$62K	—
METROPOLITAN LIFE INSURANCE CO.	13-5581829	—	NONE	$7K	—

Investments

4 direct securities · 2 pooled funds· $63.4M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$62.9M

2 holdings

Uncategorized

$517K

4 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	JPMCB LDI DIVERSIFIED GROWTH FUND JPMCB · EIN 13-6038768 / PN 000	Pooled Separate Account	—	$40.0M	$62.6M	97.6%
	MetLife Inc Common Stock -	—	—

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