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Original filing (PDF)20251014202215NAL0004898496005
SUTTER HEALTH
Form 5500
FILING_RECEIVED
SUTTER HEALTH 403(B) LEGACY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
268
Accounts w/ balance
689
Plan assets (EOY)
$60.9M
Net assets (EOY)
$60.9M
How this plan invests
This plan
52 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Lincoln National Life Insurance Company Fixed Account" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
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 · 958334134
Phone
(888) 888-6044
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
339
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
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $12K | — |
Investments
52 direct securities· $60.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lincoln National Life Insurance Company Fixed Account | — | — | — | $16.2M | 26.7% | |
| Lincoln National Life Insurance Company American Funds Growth | — | — | — | $9.2M | 15.2% | |
| Lincoln National Life Insurance Company LVIP Dimensional U.S. Core Equity 1 | — | — | — | $4.8M | 7.8% | |
| Lincoln National Life Insurance Company Fidelity VIP Contrafund | — | — | — | $4.5M | 7.3% | |
| Lincoln National Life Insurance Company Delware VIP Smid Cap Core Series | — | — | — | $2.4M | 3.9% | |
| Lincoln National Life Insurance Company American Funds Growth-Income | — | — | — | $2.3M | 3.8% | |
| Lincoln National Life Insurance Company LVIP SSGA S&P 500 Index | — | — | — | $2.3M | 3.7% | |
| Lincoln National Life Insurance Company LVIP BlackRock Dividend Value Managed Volatility | — | — | — | $1.9M | 3.1% | |
| Lincoln National Life Insurance Company LVIP Delaware Mid Cap Value Fund | — | — | — | $1.8M | 3.0% | |
| Lincoln National Life Insurance Company Delaware VIP Small Cap Value | — | — | — | $1.7M | 2.8% | |
| Lincoln National Life Insurance Company LVIP T. Rowe Price Structured Mid Cap Growth | — | — | — | $1.5M | 2.4% | |
| Lincoln National Life Insurance Company American Funds International | — | — | — | $1.4M | 2.3% | |
| Lincoln National Life Insurance Company LVIP Mondrian International Value | — | — | — | $1.1M | 1.8% | |
| Lincoln National Life Insurance Company LVIP Blended Large Cap Growth Managed Volatility | — | — | — | $999K | 1.6% | |
| Lincoln National Life Insurance Company LVIP Delaware Social Awareness | — | — | — | $967K | 1.6% | |
| Lincoln National Life Insurance Company Delaware VIP Diversified Income | — | — | — | $872K | 1.4% | |
| Lincoln National Life Insurance Company LVIP Delaware Bond | — | — | — | $832K | 1.4% | |
| Lincoln National Life Insurance Company Delaware VIP Value | — | — | — | $715K | 1.2% | |
| Lincoln National Life Insurance Company LVIP Baron Growth Opportunities | — | — | — | $708K | 1.2% | |
| Lincoln National Life Insurance Company LVIP Delaware Wealth Builder | — | — | — | $558K | 0.9% | |
| Lincoln National Life Insurance Company Fidelity VIP Growth | — | — | — | $460K | 0.8% | |
| Lincoln National Life Insurance Company LVIP JPMorgan Retirement Income | — | — | — | $457K | 0.7% | |
| Lincoln National Life Insurance Company LVIP T. Rowe Retirement 2030 | — | — | — | $440K | 0.7% | |
| Lincoln National Life Insurance Company Delaware VIP REIT | — | — | — | $416K | 0.7% | |
| Lincoln National Life Insurance Company LVIP Global Growth Allocation Managed Risk | — | — | — | $404K | 0.7% | |
| Lincoln National Life Insurance Company LVIP Global Moderate Allocation Managed Risk | — | — | — | $393K | 0.6% | |
| Lincoln National Life Insurance Company MFS Utilities | — | — | — | $338K | 0.6% | |
| Lincoln National Life Insurance Company LVIP Delaware High Yield Fund | — | — | — | $250K | 0.4% | |
| Lincoln National Life Insurance Company American Funds Global Growth | — | — | — | $123K | 0.2% | |
| Lincoln National Life Insurance Company LVIP Government Money Market | — | — | — | $97K | 0.2% | |
| Lincoln National Life Insurance Company LVIP SSGA Small-Cap Index | — | — | — | $94K | 0.2% | |
| Lincoln National Life Insurance Company BlackRock Global Allocation | — | — | — | $89K | 0.1% | |
| Lincoln National Life Insurance Company LVIP SSGA Emerging Markets 100 | — | — | — | $83K | 0.1% | |
| Participant loans September 2034 $0 | — | — | — | $63K | 0.1% | |
| Lincoln National Life Insurance Company LVIP Vanguard International Equity ETF | — | — | — | $62K | 0.1% | |
| Lincoln National Life Insurance Company LVIP BlackRock Global Real Estate | — | — | — | $61K | 0.1% | |
| Lincoln National Life Insurance Company Fidelity VIP Freedom 2035 | — | — | — | $59K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Global Conservative Allocation Managed Risk | — | — | — | $52K | <0.1% | |
| Lincoln National Life Insurance Company LVIP SSGA Global Tactical Allocation Managed Volatility | — | — | — | $52K | <0.1% | |
| Lincoln National Life Insurance Company AllianceBernstein Global Thematic Growth | — | — | — | $44K | <0.1% | |
| Lincoln National Life Insurance Company LVIP SSGA Bond Index | — | — | — | $34K | <0.1% | |
| Lincoln National Life Insurance Company DWS Alternative Asset Allocation VIP | — | — | — | $34K | <0.1% | |
| Lincoln National Life Insurance Company PIMCO VIT Total Return Portfolio | — | — | — | $31K | <0.1% | |
| Lincoln National Life Insurance Company Fidelity VIP Freedom 2025 | — | — | — | $28K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Franklin Templeton Global Equity Managed Volatility | — | — | — | $15K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Blended Mid Cap Managed Volatility | — | — | — | $15K | <0.1% | |
| Lincoln National Life Insurance Company Fidelity VIP Freedom Target Date 2040 | — | — | — | $14K | <0.1% | |
| Lincoln National Life Insurance Company LVIP BlackRock Inflation Protected Bond | — | — | — | $10K | <0.1% | |
| Lincoln National Life Insurance Company LVIP T. Rowe Retirement 2040 | — | — | — | $9K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Vanguard Domestic Equity ETF | — | — | — | $7K | <0.1% | |
| Lincoln National Life Insurance Company LVIP Global Income | — | — | — | $6K | <0.1% | |
| Lincoln National Life Insurance Company LVIP T. Rowe Price Mid Cap Growth | — | — | — | $4K | <0.1% |
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