How big is Sutter Health's plan?

Sutter Health's plan reported $153.1M in assets and 826 participants for 2024.

Original filing (PDF)20251014184612NAL0001768963005

Sutter Health

Name: Sutter Health — Sutter Health Tax Deferred Annuity, Form 5500 (2024)
Creator: Sutter Health
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sutter Health Tax Deferred Annuity Employer Match Plan

403(b) retirement plan · Sutter Health's Sutter Health Tax Deferred Annuity Employer Match Plan held $153.1M in plan assets for 826 participants in 2024.

Signals · 4

Non-clean audit opinion32% in single holding56% employer stockNo recordkeeper disclosed

Active participants

826

Accounts w/ balance

2,052

Plan assets (EOY)

$153.1M

Net assets (EOY)

$153.1M

People on this filing

Rebecca Shipley signed Sutter Health's 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 Health's EIN is 94-2788907.

EIN 94-2788907

Plan number 002

Plan year 2024

ACK ID 20251014184612NAL0001768963005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sutter Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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How this plan invests

This plan

132 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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SUTTER HEALTH

EIN

all filings

Address

2200 RIVER PLAZA DRIVE · SACRAMENTO, CA · 958334134

Phone

(888) 888-6044

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

132 direct securities· $153.1M(100% of reported assets)

Common Stocks

$86.0M

35 holdings

Mutual Funds

$55.6M

84 holdings

Common Collective Trusts

$10.5M

1 holding

Other securities

$596K

9 holdings

Cash / Money Market

$362K

1 holding

Bonds / Notes

$52K

2 holdings

					% of plan
Lincoln National Life Insurance Company Fixed Account	Common Stocks	—	—	$48.6M	31.7%
Lincoln National Life Insurance Company AMERICAN FUNDS GROWTH	Mutual Funds	—	—	$24.7M	16.1%
Lincoln National Life Insurance Company LVIP SSGA S&P 500 INDEX	Common Collective Trusts	—	—	$10.5M	6.8%
Lincoln National Life Insurance Company LVIP DIMENSIONAL U.S. CORE EQUITY 1	Mutual Funds	—	—	$9.8M	6.4%
Lincoln National Life Insurance Company LVIP MACQUARIE SOCIAL AWARENESS	Common Stocks	—	—	$6.6M	4.3%
Lincoln National Life Insurance Company FIDELITY VIP CONTRAFUND	Mutual Funds	—	—	$5.6M	3.6%
Lincoln National Life Insurance Company LVIP MACQUARIE MID CAP VALUE FUND	Common Stocks	—	—	$4.1M	2.7%
Lincoln National Life Insurance Company LVIP MACQUARIE SMID CAP CORE SERIES	Common Stocks	—	—	$3.9M	2.5%
Lincoln National Life Insurance Company LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY	Common Stocks	—	—	$3.5M	2.3%
Lincoln National Life Insurance Company LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY	Common Stocks	—	—	$3.3M	2.1%
Lincoln National Life Insurance Company AMERICAN FUNDS GROWTH-INCOME	Mutual Funds	—	—	$3.2M	2.1%
Lincoln National Life Insurance Company LVIP MACQUARIE VALUE SERIES	Common Stocks	—	—	$2.8M	1.8%
Lincoln National Life Insurance Company LVIP BARON GROWTH OPPORTUNITIES	Common Stocks	—	—	$2.8M	1.8%
Lincoln National Life Insurance Company MACQUARIE SMALL CAP VALUE	Common Stocks	—	—	$2.7M	1.8%
Lincoln National Life Insurance Company AMERICAN FUNDS INTERNATIONAL	Mutual Funds	—	—	$2.2M	1.5%
Lincoln National Life Insurance Company FIDELITY VIP GROWTH	Mutual Funds	—	—	$2.1M	1.4%
American Funds The Growth Fund of America A	Mutual Funds	—	—	$1.4M	0.9%
Lincoln National Life Insurance Company LVIP T. ROWE PRICE STRUCTURED MID-CAP GROWTH	Common Stocks	—	—	$1.3M	0.9%
Lincoln National Life Insurance Company LVIP MONDRIAN INTERNATIONAL VALUE	Common Stocks	—	—	$1.3M	0.8%
Lincoln National Life Insurance Company LVIP MACQUARIE BOND	Common Stocks	—	—	$947K	0.6%
Lincoln National Life Insurance Company AMERICAN FUNDS GLOBAL GROWTH	Mutual Funds	—	—	$736K	0.5%
Lincoln National Life Insurance Company LVIP MACQUARIE U.S. REIT FUND	Common Stocks	—	—	$721K	0.5%
Lincoln National Life Insurance Company LVIP SSGA SMALL-CAP INDEX	Common Stocks	—	—	$713K	0.5%
Lincoln National Life Insurance Company LVIP MACQUARIE DIVERSIFIED INCOME	Common Stocks	—	—	$622K	0.4%
Lincoln National Life Insurance Company LVIP JPMORGAN RETIREMENT INCOME FUND	Common Stocks	—	—	$587K	0.4%
Lincoln National Life Insurance Company MFS UTILITIES	Mutual Funds	—	—	$555K	0.4%
American Funds Fundamental Investors A	Mutual Funds	—	—	$554K	0.4%
American Funds American Balanced A	Mutual Funds	—	—	$468K	0.3%
Lincoln National Life Insurance Company LVIP MACQUARIE WEALTH BUILDER	Common Stocks	—	—	$446K	0.3%
American Funds Capital World Growth and Income A	Mutual Funds	—	—	$386K	0.3%
American Funds New Perspective A	Mutual Funds	—	—	$369K	0.2%
Lincoln National Life Insurance Company LVIP GOVERNMENT MONEY MARKET	Cash / Money Market	—	—	$362K	0.2%
American Funds AMCAP A	Mutual Funds	—	—	$319K	0.2%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2025	Mutual Funds	—	—	$295K	0.2%
Franklin Templeton Investments Franklin Income A	Mutual Funds	—	—	$235K	0.2%
American Funds The Growth Fund of America F-1	Mutual Funds	—	—	$225K	0.1%
AllianceBernstein Investments Relative Value A	Other securities	—	—	$216K	0.1%
Lincoln National Life Insurance Company AB VPS SUSTAIN GLOBAL THEMATIC PORT	Common Stocks	—	—	$201K	0.1%
Lincoln National Life Insurance Company BLACKROCK GLOBAL ALLOCATION	Common Stocks	—	—	$193K	0.1%
AllianceBernstein Investments Large Cap Growth A	Other securities	—	—	$173K	0.1%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2040	Mutual Funds	—	—	$163K	0.1%
Lincoln National Life Insurance Company LVIP VANGUARD DOMESTIC EQUITY ETF	Mutual Funds	—	—	$158K	0.1%
Lincoln National Life Insurance Company LVIP MACQUARIE HIGH YIELD FUND	Common Stocks	—	—	$146K	<0.1%
American Funds Washington Mutual Investors A	Mutual Funds	—	—	$140K	<0.1%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2035	Mutual Funds	—	—	$136K	<0.1%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2055	Mutual Funds	—	—	$129K	<0.1%
American Funds The Investment Company of America A	Mutual Funds	—	—	$121K	<0.1%
Lincoln National Life Insurance Company LVIP GLOBAL CONSERVATIVE ALLOCATION MRSK	Common Stocks	—	—	$106K	<0.1%
American Funds Small Cap World A	Mutual Funds	—	—	$106K	<0.1%
Lincoln National Life Insurance Company FIDELITY VIP FREEDOM TARGET DATE 2020	Mutual Funds	—	—	$105K	<0.1%