Rebecca Shipley signed Sutter Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sutter Health's EIN is 94-2788907.
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)Sutter Health's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MARATHON-LONDON INTL FUND MARATHON ASSET MANAGEMENT LIMITED · EIN 61-6506892 / PN 001 | 103-12 Investment Entity | — | — | $321.0M | 5.2% | |
| NT COLLECTIVE SHORT TERM INVESTMENT NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $295.9M | 4.8% | |
| CAP GROUP INTL ALL COUNTRIES EQ TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 136 | Common Collective Trust | — | — | $265.1M | 4.3% | |
| NT COLTV RUSSELL 1000 VAL NDX LEND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 008 | Common Collective Trust | — | — | $191.4M | 3.1% | |
| BAILLIE GIFFORD EMERGING MARKETS GLOBAL TRUST COMPANY · EIN 37-6703427 / PN 002 | Common Collective Trust | — | — | $44.0M | 0.7% | |
| Acquisitions | Other securities | — | — | $38.2M | 0.6% | |
| Acquisitions-17,922,436.12-55,010,525.52-55,010,525.52 | Other securities | — | $27.6M | $33.3M | 0.5% | |
| Proceeds ofDispositions 1,600,000.00 | Other securities | — | $70K | $20.9M | 0.3% | |
| Acquisitions | Other securities | — | — | $15.8M | 0.3% | |
| Proceeds ofDispositions | Other securities | — | $2.7M | $12.1M | 0.2% | |
| Acquisitions | Other securities | — | $10.1M | $10.1M | 0.2% | |
| Acquisitions-51,349,652.01-8,059,813.98-14,161,506.32-1,237,656.30-1,237,656.30 | Other securities | — | $1.2M | $9.9M | 0.2% | |
| Acquisitions | Other securities | — | — | $8.3M | 0.1% | |
| Acquisitions | Other securities | — | $1.1M | $7.2M | 0.1% | |
| Acquisitions-8,530,056.38 | Other securities | — | $4.0M | $6.4M | 0.1% | |
| Acquisitions | Other securities | — | $3.8M | $6.0M | <0.1% | |
| Proceeds ofDispositions | Other securities | — | $293K | $6.0M | <0.1% | |
| Proceeds ofDispositions 1,502,239.95 | Other securities | — | $2.3M | $5.8M | <0.1% | |
| Acquisitions | Other securities | — | $1.1M | $5.6M | <0.1% | |
| Proceeds ofDispositions3,555,583.78 | Other securities | — | $403K | $4.7M | <0.1% | |
| Acquisitions | Other securities | — | — | $4.7M | <0.1% | |
| Account number SUTRTC 1,146,762.851,161,752.233,710,345.071,440,056.34 | Other securities | — | $440K | $4.7M | <0.1% | |
| Acquisitions-1,961,627.75 | Other securities | — | $1.6M | $4.5M | <0.1% | |
| Acquisitions-1,702,545.10 | Other securities | — | $1.5M | $4.4M | <0.1% | |
| Proceeds ofDispositions2,726,700.39 | Other securities | — | $1.9M | $4.4M | <0.1% | |
| Acquisitions-2,122,698.56-1,978,511.82 | Other securities | — | $2.0M | $4.1M | <0.1% | |
| Proceeds ofDispositions3,395,623.89 | Other securities | — | $1.9M | $4.0M | <0.1% | |
| Shares/Par | Other securities | — | — | $3.9M | <0.1% | |
| Acquisitions | Other securities | — | $1.4M | $3.8M | <0.1% | |
| Acquisitions | Other securities | — | $2.6M | $3.6M | <0.1% | |
| Proceeds ofDispositions1,120,228.19 | Other securities | — | $1.8M | $3.6M | <0.1% | |
| Shares/Par1,600,000.00-1,600,000.001,140,000.001,760,000.00-1,290,000.00-1,070,000.00 | Other securities | — | $1.1M | $3.5M | <0.1% | |
| Acquisitions -3,310,116.68 | Other securities | — | $1.3M | $3.3M | <0.1% | |
| Proceeds ofDispositions 1,683,596.672,781,282.03 | Other securities | — | $366K | $3.2M | <0.1% | |
| Acquisitions1,490,862.88-1,349,951.34-7,741,240.99 | Other securities | — | $1.8M | $3.2M | <0.1% | |
| Acquisitions-3,419,951.65 | Other securities | — | $1.0M | $3.1M | <0.1% | |
| Acquisitions | Other securities | — | $3.0M | $2.8M | <0.1% | |
| Proceeds ofDispositions3,787,178.67 | Other securities | — | $374K | $2.8M | <0.1% | |
| Acquisitions -1,571,183.88-2,090,375.14-2,059,963.72 | Other securities | — | $2.1M | $2.7M | <0.1% | |
| Acquisitions-1,295,168.44-7,471,162.00 | Other securities | — | $1.1M | $2.6M | <0.1% | |
| Acquisitions-2,601,526.46 | Other securities | — | $1.1M | $2.6M | <0.1% | |
| Acquisitions-4,401,063.08 | Other securities | — | $1.3M | $2.6M | <0.1% | |
| Proceeds ofDispositions | Other securities | — | $1.4M | $2.6M | <0.1% | |
| Acquisitions-2,271,084.04 | Other securities | — | $1.6M | $2.6M | <0.1% | |
| Acquisitions | Other securities | — | $1.1M | $2.5M | <0.1% | |
| Proceeds ofDispositions | Other securities | — | $1.2M | $2.2M | <0.1% | |
| Proceeds ofDispositions1,421,078.331,575,083.551,567,628.27 | Other securities | — | $1.6M | $2.1M | <0.1% | |
| Acquisitions | Other securities | — | $3.2M | $2.1M | <0.1% | |
| Proceeds ofDispositions | Other securities | — | $1.1M | $2.1M | <0.1% | |
| Proceeds ofDispositions1,034,191.762,248,477.321,227,759.69 | Other securities | — | $1.1M | $2.1M | <0.1% |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $2.7M | — |
| CONDUENT HR SERVICES, LLC | 81-2983623 | — | NONE | $204K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEPRINCE RACE & ZOLLO INC. | 59-3299598 | — | NONE | $1.6M | — |
| SANDS CAPITAL MGMT, LLC | 20-2830751 | — | NONE | $1.1M | — |
| TIMESSQUARE CAPITAL MGMT, LLC | 20-1665304 | — | NONE | $992K | — |
| WESTERN ASSET MGMT CO. | 95-2705767 | — | NONE | $391K | — |
| PZENA INVESTMENT MGMT | 13-3860154 | — | NONE | $335K | — |
| HUBER CAPITAL MGMT, LLC | 20-8441410 | — | NONE | $319K | — |
| MERGANSER CAPITAL MGMT | 46-3651540 | — | NONE | $241K | — |
| URBAN INVESTMENT ADVISORS | 47-2234117 | — | NONE | $175K | — |
| PARAMETRIC | 20-0292745 | — | NONE | $54K | — |
| GENSTAR CAPITAL PARTNERS IX, L.P | 83-3170510 | — | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY CAPITAL RESEARCH & MGMT | 36-4130398 | — | NONE | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARATHON-LONDON | — | — | NONE | $1.9M | — |
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $1.6M | — |
| NEXT CENTURY GROWTH INV, LLC | 41-1923871 | — | NONE | $1.5M | — |
| CAPITAL GUARDIAN TRUST COMPANY | 95-2553868 | — | NONE | $1.4M | — |
| DODGE & COX | 94-1441976 | — | NONE | $718K | — |
| BRANDYWINE GLOBAL INV. MGMT | 52-1200960 | — | NONE | $646K | — |
| VERUS | 91-1320111 | — | NONE | $441K | — |
| TREMBLANT CAPITAL LP | 83-0349287 | — | NONE | $434K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $394K | — |
| KROLL | 82-3616841 | — | NONE | $276K | — |
| ALBOURNE AMERICA LLC | 91-2164625 | — | NONE | $233K | — |
| BAILLIE GIFFORD | 37-6703427 | — | NONE | $161K | — |
| HERRONPALMER | 46-5438594 | — | NONE | $82K | — |
| JP MORGAN INSTITUTIONAL INV. | 13-4062153 | — | NONE | $37K | — |
| BURGISS GROUP LLC | 22-3693659 | — | NONE | $36K | — |
| MELLON INVESTMENTS CORPORATION | 25-1442864 | — | NONE | $24K | — |
