How big is Sutter Bay Hospitals' plan?

Sutter Bay Hospitals' plan reported $67.2M in assets and 268 participants for 2024.

Original filing (PDF)20251015155845NAL0002709891001

Sutter Bay Hospitals

Name: Sutter Bay Hospitals — California Pacific Medical, Form 5500 (2024)
Creator: Sutter Bay Hospitals
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

California Pacific Medical Center Employee Savings Incentive Deferral Plan (ESIP III)

403(b) retirement plan · Sutter Bay Hospitals' California Pacific Medical Center Employee Savings Incentive Deferral Plan (ESIP III) held $67.2M in plan assets for 268 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Non-clean audit opinion92% employer stock

Active participants

268

Accounts w/ balance

1,101

Plan assets (EOY)

$67.2M

Net assets (EOY)

$67.1M

People on this filing

Rebecca Shipley signed Sutter Bay Hospitals' 2024 Form 5500 as plan administrator.

Rebecca Shipley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sutter Bay Hospitals' EIN is 94-0562680.

EIN 94-0562680

Plan number 005

Plan year 2024

ACK ID 20251015155845NAL0002709891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sutter Bay Hospitals from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sutter Bay Hospitals' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUTTER BAY HOSPITALS.

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How this plan invests

This plan

89 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SUTTER BAY HOSPITALS

DBA

DBA CALIFORNIA PACIFIC MEDICAL CENTER

EIN

all filings

Address

P.O. BOX 7999 · SAN FRANCISCO, CA · 94120

Phone

(888) 888-6044

Industry

Health Care & Social Assistance

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

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	NONE	$100	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VARIABLE ANNUITY LIFE INSURANCE CO.	74-1625348	—	NONE	$11K	—
METROPOLITAN LIFE INSURANCE COMPANY

Investments

89 direct securities· $66.1M(98% of reported assets)

Common Stocks

$61.2M

66 holdings

Mutual Funds

$4.4M

18 holdings

Cash / Money Market

$448K

1 holding

U.S. Treasuries

$48K

1 holding

Common Collective Trusts

$20K

2 holdings

Bonds / Notes

$7K

1 holding

					% of plan
Variable Annuity Life Insurance Company Fixed Account Plus	Common Stocks	—	—	$16.2M	24.2%
Variable Annuity Life Insurance Company Stock Index	Common Stocks	—	—	$8.9M	13.3%
Variable Annuity Life Insurance Company Science & Technology	Common Stocks	—	—	$5.9M	8.8%
Metropolitan Life Insurance Company Fixed Account - 1084481	Common Stocks	—	—	$3.4M	5.1%
Metropolitan Life Insurance Company Fixed Account - 1080215	Common Stocks	—	—	$3.1M	4.6%
Variable Annuity Life Insurance Company Mid Cap Index	Common Stocks	—	—	$2.7M	4.0%
Variable Annuity Life Insurance Company Short Term Fixed Account	Common Stocks	—	—	$2.6M	3.9%
Variable Annuity Life Insurance Company Growth	Common Stocks	—	—	$2.3M	3.4%
Variable Annuity Life Insurance Company Large Capital Growth	Common Stocks	—	—	$2.2M	3.3%
Metropolitan Life Insurance Company MetLife Stock Index	Common Stocks	—	—	$2.2M	3.3%
Variable Annuity Life Insurance Company Mid Cap Strategic Growth	Common Stocks	—	—	$1.1M	1.6%
Variable Annuity Life Insurance Company Vanguard Windsor II	Mutual Funds	—	—	$1.1M	1.6%
Variable Annuity Life Insurance Company Growth & Income	Common Stocks	—	—	$1.0M	1.5%
Variable Annuity Life Insurance Company Vanguard Lifestrategy Moderate	Mutual Funds	—	—	$879K	1.3%
Variable Annuity Life Insurance Company Core Bond	Common Stocks	—	—	$840K	1.3%
Variable Annuity Life Insurance Company International Socially Responsible	Common Stocks	—	—	$736K	1.1%
Metropolitan Life Insurance Company Brighthouse/Wellington Large Cap Research	Common Stocks	—	—	$685K	1.0%
Variable Annuity Life Insurance Company Small Cap Index	Common Stocks	—	—	$678K	1.0%
Variable Annuity Life Insurance Company Vanguard Lifestrategy Growth	Mutual Funds	—	—	$604K	0.9%
Variable Annuity Life Insurance Company Vanguard Wellington	Mutual Funds	—	—	$585K	0.9%
Variable Annuity Life Insurance Company Emerging Economies	Common Stocks	—	—	$512K	0.8%
Variable Annuity Life Insurance Company International Growth	Common Stocks	—	—	$459K	0.7%
Variable Annuity Life Insurance Company GS Vit Gov Money Mkt Fd Inst	Cash / Money Market	—	—	$448K	0.7%
Variable Annuity Life Insurance Company International Value	Common Stocks	—	—	$446K	0.7%
Variable Annuity Life Insurance Company Small Cap Growth	Common Stocks	—	—	$397K	0.6%
Variable Annuity Life Insurance Company Mid Cap Value	Common Stocks	—	—	$394K	0.6%
Variable Annuity Life Insurance Company NASDAQ-100(R) Index	Common Stocks	—	—	$383K	0.6%
Variable Annuity Life Insurance Company Ariel	Common Stocks	—	—	$381K	0.6%
Variable Annuity Life Insurance Company International Equities Index	Common Stocks	—	—	$344K	0.5%
Metropolitan Life Insurance Company American Funds Growth-Income	Mutual Funds	—	—	$330K	0.5%
Variable Annuity Life Insurance Company Ariel Appreciation	Common Stocks	—	—	$313K	0.5%
Metropolitan Life Insurance Company Frontier Mid Cap Growth	Common Stocks	—	—	$296K	0.4%
Variable Annuity Life Insurance Company Vanguard Long-Term Treasury	Mutual Funds	—	—	$258K	0.4%
Variable Annuity Life Insurance Company Asset Allocation	Common Stocks	—	—	$250K	0.4%
Variable Annuity Life Insurance Company Moderate Growth Lifestyle	Common Stocks	—	—	$224K	0.3%
Lincoln National Life Insurance Company American Funds Growth	Mutual Funds	—	—	$180K	0.3%
Variable Annuity Life Insurance Company US Socially Responsible	Common Stocks	—	—	$160K	0.2%
Variable Annuity Life Insurance Company High Yield Bond	Common Stocks	—	—	$137K	0.2%
Metropolitan Life Insurance Company Brighthouse/Wellington Balanced	Common Stocks	—	—	$128K	0.2%
Metropolitan Life Insurance Company Oppenheimer Global Equity	Mutual Funds	—	—	$123K	0.2%
Variable Annuity Life Insurance Company Small Cap Value	Common Stocks	—	—	$121K	0.2%
Lincoln National Life Insurance Company LVIP Macquarie Social Awareness	Common Stocks	—	—	$116K	0.2%
Variable Annuity Life Insurance Company International Opportunities	Common Stocks	—	—	$110K	0.2%
Metropolitan Life Insurance Company American Funds Growth	Mutual Funds	—	—	$110K	0.2%
Metropolitan Life Insurance Company Neuberger Berman Genesis	Common Stocks	—	—	$107K	0.2%
Variable Annuity Life Insurance Company Systematic Growth	Common Stocks	—	—	$106K	0.2%
Variable Annuity Life Insurance Company Dividend Value	Common Stocks	—	—	$101K	0.1%
Variable Annuity Life Insurance Company Systematic Value	Common Stocks	—	—	$94K	0.1%
Variable Annuity Life Insurance Company Global Strategy	Common Stocks	—	—	$93K	0.1%
Metropolitan Life Insurance Company ClearBridge Aggressive Growth	Common Stocks	—	—	$93K	0.1%