Back to filter
Original filing (PDF)20250815134350NAL0012887168002
SUTTER BAY HOSPITALS
Form 5500
FILING_RECEIVED
ALTA BATES SUMMIT 403(B) TDA RETIREMENT PLAN
403(b) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
101
Accounts w/ balance
384
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Empower Annuity Insurance Company Guaranteed Interest Account" is 29% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUTTER BAY HOSPITALS.
Plan sponsor
Name
SUTTER BAY HOSPITALS
EIN
94-0562680
Address
2200 RIVER PLAZA DRIVE · SACRAMENTO, CA · 958334134
Phone
(888) 888-6044
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
018
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $94 | — |
Investments
46 direct securities · 10 pooled funds· $19.2M(100% 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
$14.8M
45 holdings
Pooled Separate Account
$4.3M
10 holdings
Pooled Separate Accounts
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company Guaranteed Interest Account | — | — | — | $5.0M | 28.5% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $1.9M | 11.0% | |
| Empower Mutual Funds PGIM JENNISON GROWTH Z | — | — | — | $1.5M | 8.7% | |
| Empower Mutual Funds PGIM QUANT SOLUTIONS LARGE-CAP INDEX Z | — | — | — | $1.5M | 8.7% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $875K | 5.0% | |
| STOCK INDEX ACCOUNT VCA-24 PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 070 | Pooled Separate Account | — | — | $742K | 4.3% | |
| MEDLEY PSF BLEND PORT PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 069 | Pooled Separate Account | — | — | $715K | 4.1% | |
| FLEXIBLE MANAGED ACCOUNT VCA-24 PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 086 | Pooled Separate Account | — | — | $565K | 3.3% | |
| Empower Annuity Insurance Company MEDLEY PRUDENTIAL CAP GROWTH ACCT | — | — | — | $484K | 2.8% | |
| MEDLEY CAPITAL GRWTH ACCOUNT VCA-10 PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 005 | Pooled Separate Account | — | — | $484K | 2.8% | |
| MEDLEY PSF PGIM 50/50 BALANCED PORT PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 087 | Pooled Separate Account | — | — | $458K | 2.6% | |
| Empower Mutual Funds PGIM JENNISON BLEND Z | — | — | — | $438K | 2.5% | |
| Empower Mutual Funds PGIM JENNISON SMALL COMPANY Z | — | — | — | $369K | 2.1% | |
| Putnam Investments PUTNAM MULTI-CAP CORE FUND A | — | — | — | $341K | 2.0% | |
| Franklin Templeton Investments FRANKLIN SMALL-MID CAP GROWTH FUND | — | — | — | $322K | 1.9% | |
| Empower Annuity Insurance Company MEDLEY PSF GLOBAL PORT | — | — | — | $297K | 1.7% | |
| GLOBAL ACCOUNT VCA-24 PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 071 | Pooled Separate Account | — | — | $297K | 1.7% | |
| Putnam Investments PUTNAM INTERNATIONAL EQUITY FUND-A | — | — | — | $248K | 1.4% | |
| Voya Retirement Insurance and Annuity Company VOYA GROWTH AND INCOME PORTFOLIO - I | — | — | — | $231K | 1.3% | |
| Ariel Distributors, LLC ARIEL APPRECIATION | — | — | — | $220K | 1.3% | |
| Putnam Investments PUTNAM SUSTAINABLE LEADERS A | — | — | — | $193K | 1.1% | |
| Voya Retirement Insurance and Annuity Company FIDELITY VIP GROWTH PORTFOLIO - I | — | — | — | $178K | 1.0% | |
| Invesco Distributors, Inc INVESCO AMERICAN FRANCHISE A | — | — | — | $177K | 1.0% | |
| Empower Mutual Funds PGIM QMA INTERNATIONAL EQUITY Z | — | — | — | $171K | 1.0% | |
| Empower Mutual Funds PGIM BALANCED Z | — | — | — | $159K | 0.9% | |
| Empower Mutual Funds PGIM JENNISON VALUE Z | — | — | — | $156K | 0.9% | |
| Voya Retirement Insurance and Annuity Company VY T.ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOL | — | — | — | $127K | 0.7% | |
| Empower Annuity Insurance Company MEDLEY PSF PGIM GOVT MMKT PORT | — | — | — | $125K | 0.7% | |
| MEDLEY MONEY MARKET ACCOUNT VCA-11 PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 025 | Pooled Separate Account | — | — | $125K | 0.7% | |
| Empower Mutual Funds PGIM TOTAL RETURN BOND Z | — | — | — | $116K | 0.7% | |
| Voya Retirement Insurance and Annuity Company Voya General Accumulation Account | — | — | — | $84K | 0.5% | |
| Voya Retirement Insurance and Annuity Company VOYA LARGE CAP GROWTH PORTFOLIO - INST | — | — | — | $66K | 0.4% | |
| MEDLEY PSF PGIM TOTAL RETURN BOND P PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 083 | Pooled Separate Account | — | — | $57K | 0.3% | |
| Invesco Distributors, Inc INVESCO HIGH YIELD A | — | — | — | $56K | 0.3% | |
| Voya Retirement Insurance and Annuity Company VOYA GLOB INSIGHTS PORT INIT | — | — | — | $51K | 0.3% | |
| Franklin Templeton Investments TEMPLETON GROWTH FUND - A | — | — | — | $50K | 0.3% | |
| Voya Retirement Insurance and Annuity Company VOYA BALANCED PORTFOLIO - I | — | — | — | $33K | 0.2% | |
| Empower Mutual Funds PGIM GOVT INCOME Z | — | — | — | $33K | 0.2% | |
| Voya Retirement Insurance and Annuity Company VOYA LARGE CAP VALUE PORTFOLIO - INST | — | — | — | $30K | 0.2% | |
| Voya Retirement Insurance and Annuity Company VOYA GOVERNMENT MONEY MARKET PORTFOLIO - I | — | — | — | $28K | 0.2% | |
| Empower Mutual Funds PGIM GOVT MONEY MARKET Z PURCHASE | — | — | — | $24K | 0.1% | |
| Voya Retirement Insurance and Annuity Company VOYA INDEX PLUS LARGE CAP PORTFOLIO - I | — | — | — | $19K | 0.1% | |
| GOVERNMENT INCOME ACCOUNT VCA-24 PRUDENTIAL INSURANCE CO · EIN 22-1211670 / PN 084 | Pooled Separate Account | — | — | $17K | <0.1% | |
| Empower Annuity Insurance Company MEDLEY PSF PGIM GOVT INCOME PORT | — | — | — | $17K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VY T.ROWE PRICE GROWTH EQUITY PORTFOLIO - I | — | — | — | $16K | <0.1% | |
| Voya Retirement Insurance and Annuity Company FIDELITY VIP CONTRAFUND PORTFOLIO - I | — | — | — | $15K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VOYA SOLUTION AGGRESS PT I | — | — | — | $12K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VY JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO - SE | — | — | — | $12K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VOYA INTERMEDIATE BOND PORTFOLIO - I | — | — | — | $11K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VOYA GLOBAL BOND PORTFOLIO - I | — | — | — | $9K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VOYA GLO HI DIV LOW VOL PORTFOLIO - I | — | — | — | $8K | <0.1% | |
| s: (Continued) * Voya Retirement Insurance and Annuity Company VY INVESCO EQUITY & INCOME PORTFOLIO - I | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VY T.ROWE PRICE CAPITAL APPRECIATION PORTFOLIO - SER | — | — | — | $6K | <0.1% | |
| Voya Retirement Insurance and Annuity Company FIDELITY VIP OVERSEAS PORTFOLIO - I | — | — | — | $6K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VOYA SOLUTION CONSERV PT I | — | — | — | $5K | <0.1% | |
| Voya Retirement Insurance and Annuity Company VOYA INTERNATIONAL INDEX PORTFOLIO - I | — | — | — | $3K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Health Care & Social Assistance plans
LADD MEMORIAL HOSPITAL DBA OSCEOLA MEDICAL CENTER
OSCEOLA MEDICAL CENTER 403(B) TAX DEFERRED ANNUITY PLAN
$17.4M · 341 participants
ST JOSEPHS COMMUNITY HEALTH SERVICES INC
ST. JOSEPH'S HEALTH SERVICES, INC. 401(K) PLAN
$17.4M · 177 participants
SOUTH PENINSULA HOSPITAL, INC.
SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES
$17.4M · 154 participants
MIDWEST MEDICAL CENTER
MIDWEST MEDICAL CENTER 401(K) PLAN
$17.4M · 265 participants
KNOXVILLE HOSPITAL AND CLINICS
KNOXVILLE HOSPITAL AND CLINICS TAX SHELTERED ANNUITY PLAN
$17.3M · 329 participants
PROVIDENCE MEDICAL CENTER
PROVIDENCE MEDICAL CENTER TAX DEFERRED ANNUITY PLAN
$17.3M · 213 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B