Original filing (PDF)20251006152926NAL0002220355001

SUTTER HEALTH

Name: SUTTER HEALTH — SUTTER HEALTH RETIREMENT PLAN, Form 5500 (2024)
Creator: SUTTER HEALTH

Form 5500

FILING_RECEIVED

SUTTER HEALTH RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed30 service providers

Active participants

40,026

Accounts w/ balance

—

Plan assets (EOY)

$6.2B

Net assets (EOY)

$5.9B

How this plan invests

This plan

9 pooled trusts

Schedule D

206 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

30 bps in Schedule C fees — 491% above peer band of 5 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUTTER HEALTH.

Plan sponsor

Name

SUTTER HEALTH

EIN

94-2788907

Address

2200 RIVER PLAZA DRIVE · SACRAMENTO, CA · 95833

Phone

(888) 888-6044

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1E · Section 401(h) arrangement

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ERNST & YOUNG LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

30 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALIGHT SOLUTIONS LLC	82-1061233	—	NONE	$2.7M	—
MARATHON-LONDON	—	—	NONE	$1.9M	—
THE NORTHERN TRUST COMPANY	36-1561860	—	NONE	$1.6M	—
DEPRINCE RACE & ZOLLO INC.	59-3299598	—	NONE	$1.6M	—
NEXT CENTURY GROWTH INV, LLC	41-1923871	—	NONE	$1.5M	—
CAPITAL GUARDIAN TRUST COMPANY	95-2553868	—	NONE	$1.4M	—
SANDS CAPITAL MGMT, LLC	20-2830751	—	NONE	$1.1M	—
TIMESSQUARE CAPITAL MGMT, LLC	20-1665304	—	NONE	$992K	—
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	—
WESTERN ASSET MGMT CO.	95-2705767	—	NONE	$391K	—
PZENA INVESTMENT MGMT	13-3860154	—	NONE	$335K	—
HUBER CAPITAL MGMT, LLC	20-8441410	—	NONE	$319K	—
KROLL	82-3616841	—	NONE	$276K	—
MERGANSER CAPITAL MGMT	46-3651540	—	NONE	$241K	—
ALBOURNE AMERICA LLC	91-2164625	—	NONE	$233K	—
CONDUENT HR SERVICES, LLC	81-2983623	—	NONE	$204K	—
URBAN INVESTMENT ADVISORS	47-2234117	—	NONE	$175K	—
BAILLIE GIFFORD	37-6703427	—	NONE	$161K	—
HERRONPALMER	46-5438594	—	NONE	$82K	—
ERNST & YOUNG LLP	34-6565596	—	NONE	$80K	—
SECURITY CAPITAL RESEARCH & MGMT	36-4130398	—	NONE	$73K	—
PARAMETRIC	20-0292745	—	NONE	$54K	—
GENSTAR CAPITAL PARTNERS IX, L.P	83-3170510	—	NONE	$41K	—
JP MORGAN INSTITUTIONAL INV.	13-4062153	—	NONE	$37K	—
BURGISS GROUP LLC	22-3693659	—	NONE	$36K	—
MELLON INVESTMENTS CORPORATION	25-1442864	—	NONE	$24K	—

Investments

203 direct securities · 9 pooled funds· $1.5B(25% 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.

Common Collective Trust

$796.4M

5 holdings

Uncategorized

$424.6M

203 holdings

103-12 Investment Entity

$321.0M

4 holdings

Investment	Type	Shares / units	Cost	Current value	% 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	—	—	—	$38.2M	0.6%
Acquisitions-17,922,436.12-55,010,525.52-55,010,525.52	—	—	$27.6M	$33.3M	0.5%
Proceeds ofDispositions 1,600,000.00	—	—	$70K	$20.9M	0.3%
Acquisitions	—	—	—	$15.8M	0.3%
Proceeds ofDispositions	—	—	$2.7M	$12.1M	0.2%
Acquisitions	—	—	$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	—	—	$1.2M	$9.9M	0.2%
Acquisitions	—	—	—	$8.3M	0.1%
Acquisitions	—	—	$1.1M	$7.2M	0.1%
Acquisitions-8,530,056.38	—	—	$4.0M	$6.4M	0.1%
Acquisitions	—	—	$3.8M	$6.0M	<0.1%
Proceeds ofDispositions	—	—	$293K	$6.0M	<0.1%
Proceeds ofDispositions 1,502,239.95	—	—	$2.3M	$5.8M	<0.1%
Acquisitions	—	—	$1.1M	$5.6M	<0.1%
Proceeds ofDispositions3,555,583.78	—	—	$403K	$4.7M	<0.1%
Acquisitions	—	—	—	$4.7M	<0.1%
Account number SUTRTC 1,146,762.851,161,752.233,710,345.071,440,056.34	—	—	$440K	$4.7M	<0.1%
Acquisitions-1,961,627.75	—	—	$1.6M	$4.5M	<0.1%
Acquisitions-1,702,545.10	—	—	$1.5M	$4.4M	<0.1%
Proceeds ofDispositions2,726,700.39	—	—	$1.9M	$4.4M	<0.1%
Acquisitions-2,122,698.56-1,978,511.82	—	—	$2.0M	$4.1M	<0.1%
Proceeds ofDispositions3,395,623.89	—	—	$1.9M	$4.0M	<0.1%
Shares/Par	—	—	—	$3.9M	<0.1%
Acquisitions	—	—	$1.4M	$3.8M	<0.1%
Acquisitions	—	—	$2.6M	$3.6M	<0.1%
Proceeds ofDispositions1,120,228.19	—	—	$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	—	—	$1.1M	$3.5M	<0.1%
Acquisitions -3,310,116.68	—	—	$1.3M	$3.3M	<0.1%
Proceeds ofDispositions 1,683,596.672,781,282.03	—	—	$366K	$3.2M	<0.1%
Acquisitions1,490,862.88-1,349,951.34-7,741,240.99	—	—	$1.8M	$3.2M	<0.1%
Acquisitions-3,419,951.65	—	—	$1.0M	$3.1M	<0.1%
Acquisitions	—	—	$3.0M	$2.8M	<0.1%
Proceeds ofDispositions3,787,178.67	—	—	$374K	$2.8M	<0.1%
Acquisitions -1,571,183.88-2,090,375.14-2,059,963.72	—	—	$2.1M	$2.7M	<0.1%
Acquisitions-1,295,168.44-7,471,162.00	—	—	$1.1M	$2.6M	<0.1%
Acquisitions-2,601,526.46	—	—	$1.1M	$2.6M	<0.1%
Acquisitions-4,401,063.08	—	—	$1.3M	$2.6M	<0.1%
Proceeds ofDispositions	—	—	$1.4M	$2.6M	<0.1%
Acquisitions-2,271,084.04	—	—	$1.6M	$2.6M	<0.1%
Acquisitions	—	—	$1.1M	$2.5M	<0.1%
Proceeds ofDispositions	—	—	$1.2M	$2.2M	<0.1%
Proceeds ofDispositions1,421,078.331,575,083.551,567,628.27	—	—	$1.6M	$2.1M	<0.1%
Acquisitions	—	—	$3.2M	$2.1M	<0.1%
Proceeds ofDispositions	—	—	$1.1M	$2.1M	<0.1%
Proceeds ofDispositions1,034,191.762,248,477.321,227,759.69	—	—	$1.1M	$2.1M	<0.1%
Acquisitions-45,022,175.96-1,787,895.78-1,787,895.78	—	—	$1.8M	$2.0M	<0.1%
Acquisitions-1,629,316.40	—	—	$1.2M	$2.0M	<0.1%
Acquisitions	—	—	$1.7M	$2.0M	<0.1%
Acquisitions	—	—	$732K	$1.9M	<0.1%
Shares/Par	—	—	—	$1.9M	<0.1%
Acquisitions-2,208,812.99	—	—	$2.3M	$1.9M	<0.1%
Acquisitions	—	—	$449K	$1.9M	<0.1%
Proceeds ofDispositions1,648,154.542,099,794.351,009,213.451,742,211.70	—	—	$742K	$1.9M	<0.1%
Shares/Par	—	—	—	$1.9M	<0.1%
Proceeds ofDispositions	—	—	$2.2M	$1.9M	<0.1%
Acquisitions	—	—	—	$1.9M	<0.1%
Proceeds ofDispositions	—	—	$2.9M	$1.8M	<0.1%
Acquisitions-1,506,270.96-2,816,135.87	—	—	$2.8M	$1.8M	<0.1%
Acquisitions	—	—	$1.2M	$1.8M	<0.1%
Proceeds ofDispositions 1,709,741.46	—	—	$16K	$1.8M	<0.1%
Proceeds ofDispositions	—	—	$1.2M	$1.8M	<0.1%
Acquisitions	—	—	$1.5M	$1.7M	<0.1%
Proceeds ofDispositions	—	—	$1.0M	$1.7M	<0.1%
Acquisitions-1,158,066.04-1,235,436.29-2,052,506.00-2,718,507.19	—	—	$3.4M	$1.7M	<0.1%
Acquisitions -2,854,155.29	—	—	$1.7M	$1.7M	<0.1%
Acquisitions	—	—	$1.7M	$1.7M	<0.1%
Proceeds ofDispositions	—	—	$481K	$1.7M	<0.1%
Acquisitions	—	—	—	$1.7M	<0.1%
Proceeds ofDispositions2,019,986.552,069,969.62	—	—	$70K	$1.6M	<0.1%
Acquisitions -3,394,888.62	—	—	$1.1M	$1.6M	<0.1%
Acquisitions	—	—	—	$1.6M	<0.1%
Acquisitions	—	—	$1.3M	$1.6M	<0.1%
Proceeds ofDispositions	—	—	$506K	$1.6M	<0.1%
Acquisitions	—	—	$1.9M	$1.6M	<0.1%
Shares/Par	—	—	$1.4M	$1.6M	<0.1%
Acquisitions -1,955,768.12	—	—	$1.4M	$1.6M	<0.1%
Proceeds ofDispositions	—	—	$3.0M	$1.6M	<0.1%
Acquisitions	—	—	$2.0M	$1.6M	<0.1%
Acquisitions	—	—	$445K	$1.6M	<0.1%
Acquisitions-3,137,189.05	—	—	$1.4M	$1.6M	<0.1%
Proceeds ofDispositions2,267,079.04	—	—	$1.0M	$1.6M	<0.1%
Acquisitions	—	—	$3.0M	$1.5M	<0.1%
Acquisitions-2,646,892.52	—	—	$2.0M	$1.5M	<0.1%
Proceeds ofDispositions	—	—	$1.3M	$1.5M	<0.1%
Shares/Par8,530,056.38	—	—	$8.5M	$1.5M	<0.1%
Acquisitions-2,451,241.31	—	—	$3.2M	$1.5M	<0.1%
Acquisitions	—	—	$2.0M	$1.5M	<0.1%
Proceeds ofDispositions 1,581,314.111,837,888.78	—	—	$838K	$1.5M	<0.1%
Proceeds ofDispositions	—	—	$787K	$1.5M	<0.1%
Shares/Par	—	—	$1.4M	$1.4M	<0.1%
Acquisitions	—	—	—	$1.4M	<0.1%
Acquisitions	—	—	$2.2M	$1.4M	<0.1%
Shares/Par	—	—	$6.8M	$1.4M	<0.1%
Proceeds ofDispositions	—	—	$1.3M	$1.4M	<0.1%
Acquisitions-4,788,226.32-1,347,240.67-1,105,192.50	—	—	$8.0M	$1.4M	<0.1%
Acquisitions-1,939,430.84	—	—	$1.9M	$1.4M	<0.1%
Acquisitions	—	—	—	$1.4M	<0.1%
Shares/Par	—	—	$1.1M	$1.3M	<0.1%
Acquisitions	—	—	$1.2M	$1.3M	<0.1%
Shares/Par	—	—	$1.9M	$1.3M	<0.1%
Proceeds ofDispositions1,560,743.271,985,034.92	—	—	$1.1M	$1.3M	<0.1%
Acquisitions-1,171,995.44	—	—	$9.1M	$1.3M	<0.1%
Acquisitions-1,291,697.26	—	—	$1.3M	$1.3M	<0.1%
Acquisitions-1,562,376.86-1,201,146.97-1,515,389.88	—	—	$1.5M	$1.2M	<0.1%
Proceeds ofDispositions	—	—	$137K	$1.2M	<0.1%
Acquisitions-2,154,098.96	—	—	$2.2M	$1.2M	<0.1%
Acquisitions-1,055,013.59	—	—	$1.4M	$1.2M	<0.1%
Proceeds ofDispositions	—	—	$439K	$1.2M	<0.1%
Acquisitions-1,600,000.00-1,140,000.00-1,760,000.00	—	—	$1.8M	$1.1M	<0.1%
Proceeds ofDispositions	—	—	$228K	$1.1M	<0.1%
Proceeds ofDispositions1,323,810.53	—	—	$224K	$1.1M	<0.1%
Acquisitions-2,221,656.53-2,332,800.01-1,012,468.49-1,435,716.67	—	—	$2.4M	$1.1M	<0.1%
Acquisitions	—	—	$1.6M	$1.1M	<0.1%
Proceeds ofDispositions	—	—	$1.6M	$1.1M	<0.1%
Shares/Par	—	—	—	$1.1M	<0.1%
Proceeds ofDispositions	—	—	$4.8M	$1.0M	<0.1%
Proceeds ofDispositions	—	—	$1.6M	$1.0M	<0.1%
Shares/Par	—	—	$3.4M	$1.0M	<0.1%
Shares/Par	—	—	$2.1M	$1.0M	<0.1%
Acquisitions	—	—	$3.7M	$1.0M	<0.1%
Proceeds ofDispositions2,191,157.09	—	—	$3.0M	$1.0M	<0.1%
Proceeds ofDispositions	—	—	$803K	$998K	<0.1%
Account number SUTRTC 908,046.87	—	—	$2K	$989K	<0.1%
Proceeds ofDispositions	—	—	$1.2M	$987K	<0.1%
Account number SUTRTC 674,920.63544,888.06629,878.10654,929.65875,000.00203,962.00124,752.50190,942.00452,935.90999,947.90	—	—	$10K	$870K	<0.1%
Account number SUTRTC 801,238.25	—	—	$10K	$862K	<0.1%
Account number SUTRTC 1,936,223.	—	—	$1.9M	$857K	<0.1%
Proceeds ofDispositions	—	—	$1.1M	$813K	<0.1%
Proceeds ofDispositions1,114,518.91	—	—	$1.0M	$770K	<0.1%
Account number SUTRTC 803,799.56	—	—	$982K	$743K	<0.1%
Proceeds ofDispositions	—	—	$1.1M	$727K	<0.1%
Account number SUTRTC 8,012,738.878,012,738.87 9,948,642.53 5,465,863.795,465,863.79 5,522,691.691,480,300.437,824,267.733,691,628.	—	—	$692K	$725K	<0.1%
Account number SUTRTC 869,626.60863,360.56	—	—	$941K	$720K	<0.1%
Account number SUTRTC 4,712,921.00 7,340,278.20	—	—	$7.3M	$647K	<0.1%
Proceeds ofDispositions	—	—	—	$632K	<0.1%
Proceeds ofDispositions 1,073,101.88	—	—	$394K	$611K	<0.1%
Account number SUTRTC 126,112.91	—	—	$3K	$599K	<0.1%
Proceeds ofDispositions2,490,222.47	—	—	$2.9M	$592K	<0.1%
Account number SUTRTC 1,634,160.00	—	—	$950K	$575K	<0.1%
Account number SUTRTC 700,801.24638,050.68	—	—	$7K	$570K	<0.1%
Proceeds ofDispositions	—	—	—	$568K	<0.1%
Proceeds ofDispositions	—	—	$1.5M	$558K	<0.1%
Account number SUTRTC 175,000.00996,722.40419,964.55	—	—	$868K	$538K	<0.1%
Account number SUTRTC 615,363.10596,766.76	—	—	$8K	$500K	<0.1%
Shares/Par	—	—	—	$499K	<0.1%
Proceeds ofDispositions	—	—	$357K	$498K	<0.1%
Account number SUTRTC 295,776.06	—	—	$296K	$492K	<0.1%
Account number SUTRTC 385,840.42928,377.09	—	—	$8K	$457K	<0.1%
Shares/Par2,271,084.04 -141,983.00	—	—	$900K	$456K	<0.1%
Shares/Par	—	—	—	$446K	<0.1%
Proceeds ofDispositions	—	—	—	$423K	<0.1%
Shares/Par	—	—	$140K	$410K	<0.1%
Account number SUTRTC -912,218.60	—	—	$2.6M	$373K	<0.1%
Proceeds ofDispositions	—	—	$579K	$363K	<0.1%
Proceeds ofDispositions	—	—	—	$351K	<0.1%
Proceeds ofDispositions	—	—	—	$299K	<0.1%
Proceeds ofDispositions	—	—	$468K	$293K	<0.1%
Proceeds ofDispositions	—	—	—	$291K	<0.1%
Proceeds ofDispositions	—	—	$941K	$283K	<0.1%
Shares/Par-110,000.00-200,000.00-220,000.00	—	—	$220K	$250K	<0.1%
Proceeds ofDispositions	—	—	$4.1M	$228K	<0.1%
Shares/Par	—	—	—	$176K	<0.1%
Proceeds ofDispositions3,549,551.59	—	—	$314K	$147K	<0.1%
Shares/Par	—	—	$830K	$139K	<0.1%
Shares/Par	—	—	$132K	$112K	<0.1%
Proceeds ofDispositions	—	—	$2.4M	$107K	<0.1%
Proceeds ofDispositions	—	—	—	$95K	<0.1%
Account number SUTRTC -61,834.79-86,252.95	—	—	$86K	$86K	<0.1%
Account number SUTRTC 47,835.1161,794.82	—	—	—	$86K	<0.1%
Account number SUTRTC	—	—	—	$71K	<0.1%
Proceeds ofDispositions	—	—	$3.0M	$65K	<0.1%
Acquisitions 225,000.00240,000.0060,000.00-60,000.0090,000.00-90,000.0050,000.00-50,000.0060,000.00-60,000.0010,000.00-10,000.0	—	—	—	$40K	<0.1%
Shares/Par Value 4.5% 03-01-2046 BEO6.5% 09-01-2037 BEO6.5% 11-01-2037 BEO5.5% 05-01-2038 BEO3.5% 04-01-2052 BEO3.5% 03-01-2053 BEO5.5% 11-01-2052ADJ RT 11-01-2044ADJ RATE DUE3.009% 11-01-20483.047% 11-01-20473.107% 02-01-20504.111% 10-01-	—	—	$20K	$21K	<0.1%
04-23-2032 03-15-20347.0% 01-15-	—	—	—	$20K	<0.1%
Shares/Par Value 5.48% DUE	—	—	—	$20K	<0.1%
Account number SUTRTC 57,952.04	—	—	$58K	$18K	<0.1%
Proceeds ofDispositions2,205,859.313,368,544.211,291,897.622,137,137.70	—	—	$137K	$18K	<0.1%
Account number SUTRTC 931,415.58	—	—	$6K	$10K	<0.1%
Account number SUTRTC 366,873.52	—	—	$469K	$9K	<0.1%
Account number SUTRTC 828,771.11	—	—	$397K	$9K	<0.1%
Account number SUTRTC 660,215.82619,032.16	—	—	$1K	$9K	<0.1%
Account number SUTRTC 580,000.00	—	—	$580K	$8K	<0.1%
Account number SUTRTC 299,433.00299,217.00453,193.67	—	—	$8K	$8K	<0.1%
Account number SUTRTC 511,254.12	—	—	$615K	$8K	<0.1%
Account number SUTRTC 312,528.86912,740.22494,243.13552,659.78	—	—	$3K	$7K	<0.1%
Account number SUTRTC 684,964.45511,328.32492,553.66504,965.27	—	—	$5K	$7K	<0.1%
Account number SUTRTC	—	—	—	$7K	<0.1%
Account number SUTRTC 309,469.95	—	—	$276K	$6K	<0.1%
Account number SUTRTC 511,773.54960,025.89763,695.30	—	—	$831K	$6K	<0.1%
Account number SUTRTC 791,484.96791,484.96	—	—	$1K	$5K	<0.1%
Account number SUTRTC	—	—	$6K	$5K	<0.1%
Account number SUTRTC	—	—	$6K	$5K	<0.1%
Account number SUTRTC	—	—	$3K	$5K	<0.1%
Account number SUTRTC 849,032.20	—	—	$5K	$4K	<0.1%
Account number SUTRTC 7,373.14	—	—	$7K	$4K	<0.1%

Showing top 200 of 212 investments by value.