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Original filing (PDF)20251015193302NAL0005736529001
MARIN GENERAL HOSPITAL
Form 5500
FILING_RECEIVED
MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
1,904
Accounts w/ balance
2,474
Plan assets (EOY)
$187.1M
Net assets (EOY)
$187.1M
How this plan invests
This plan
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARIN GENERAL HOSPITAL.
Plan sponsor
Name
MARIN GENERAL HOSPITAL
EIN
94-2823538
Address
250 BON AIR ROAD · GREENBRAE, CA · 94904
Phone
(415) 925-7040
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | -$10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $275 | — |
Investments
58 direct securities· $187.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO VIT Total Return Portfolio Pooled Separate Account ** 940 Fidelity Management Trust Company * Lincoln Stable Value Account Contracts/Annuities ** t | — | — | — | $15.6M | 8.3% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $15.5M | 8.3% | |
| Fidelity Freedom 2030 K6 Registered Investment Company | — | — | — | $12.7M | 6.8% | |
| Fidelity Freedom 2045 K6 Registered Investment Company | — | — | — | $12.3M | 6.6% | |
| Fidelity Contrafund K Registered Investment Company | — | — | — | $11.7M | 6.2% | |
| Fidelity Freedom 2050 K6 Registered Investment Company | — | — | — | $10.4M | 5.5% | |
| Fidelity Freedom 2040 K6 Registered Investment Company | — | — | — | $10.3M | 5.5% | |
| Lincoln National Life Insurance Company * Fixed Account Contracts/Annuities ** t $ | — | — | — | $10.0M | 5.4% | |
| Fidelity Freedom 2035 K6 Registered Investment Company | — | — | — | $9.7M | 5.2% | |
| Fidelity Freedom 2055 K6 Registered Investment Company | — | — | — | $9.2M | 4.9% | |
| Fidelity Freedom 2025 K6 Registered Investment Company | — | — | — | $7.2M | 3.8% | |
| American Funds Growth Fund of Amer R6 Registered Investment Company | — | — | — | $6.9M | 3.7% | |
| American Funds Fundamental Invs R6 Registered Investment Company | — | — | — | $5.3M | 2.8% | |
| Fidelity Freedom 2070 K6 Registered Investment Company ** 475 * Brokeragelink Self-Directed Brokerage Accounts | — | — | — | $4.4M | 2.3% | |
| American Funds Europacific Growth Class R6 Registered Investment Company | — | — | — | $4.2M | 2.2% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $4.1M | 2.2% | |
| Loomis Sayles Investment Grade Bond N Registered Investment Company | — | — | — | $3.8M | 2.0% | |
| MFS Global Real Estate R6 Registered Investment Company | — | — | — | $3.7M | 2.0% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $3.6M | 1.9% | |
| Fidelity Freedom 2060 K6 Registered Investment Company | — | — | — | $3.4M | 1.8% | |
| Fidelity Freedom 2020 K6 Registered Investment Company | — | — | — | $2.9M | 1.5% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Company | — | — | — | $2.7M | 1.5% | |
| maturing through October 2054 | — | — | — | $2.4M | 1.3% | |
| American Funds Growth Pooled Separate Account | — | — | — | $1.8M | 1.0% | |
| Fidelity Freedom 2065 K6 Registered Investment Company | — | — | — | $1.4M | 0.7% | |
| LVIP SSGA S&P 500 Index Pooled Separate Account | — | — | — | $1.3M | 0.7% | |
| BlackRock High Yield K Registered Investment Company | — | — | — | $1.1M | 0.6% | |
| Fidelity VIP Contrafund Pooled Separate Account | — | — | — | $1.1M | 0.6% | |
| DFA Emerging Markets I Registered Investment Company | — | — | — | $1.1M | 0.6% | |
| Fidelity Freedom Blend INC K6 Registered Investment Company | — | — | — | $877K | 0.5% | |
| Parnassus Core Equity Investor Registered Investment Company | — | — | — | $823K | 0.4% | |
| LVIP Dimensional U.S. Core Equity 1 Pooled Separate Account | — | — | — | $708K | 0.4% | |
| PIMCO Real Return Instl Registered Investment Company | — | — | — | $684K | 0.4% | |
| LVIP Macquarie Social Awareness Pooled Separate Account | — | — | — | $452K | 0.2% | |
| Dodge & Cox Global Bond X Registered Investment Company | — | — | — | $388K | 0.2% | |
| LVIP Blended Large Cap Growth Managed Volatility Pooled Separate Account | — | — | — | $383K | 0.2% | |
| Fidelity VIP Growth Pooled Separate Account | — | — | — | $371K | 0.2% | |
| LVIP Blackrock Dividend Value Managed Volatility Pooled Separate Account | — | — | — | $363K | 0.2% | |
| American Funds Growth Income Pooled Separate Account | — | — | — | $359K | 0.2% | |
| LVIP JPMorgan Retirement Income Pooled Separate Account | — | — | — | $234K | 0.1% | |
| LVIP Macquarie Mid Cap Value Fund Pooled Separate Account | — | — | — | $232K | 0.1% | |
| LVIP Macquarie Value Series Pooled Separate Account | — | — | — | $222K | 0.1% | |
| American Funds International Pooled Separate Account | — | — | — | $221K | 0.1% | |
| LVIP Macquarie Diversified Income Pooled Separate Account | — | — | — | $175K | <0.1% | |
| LVIP Baron Growth Opportunities Pooled Separate Account | — | — | — | $162K | <0.1% | |
| LVIP T. Rowe Price Structured Mid-Cap Pooled Separate Account | — | — | — | $123K | <0.1% | |
| Macquarie Small Cap Value Pooled Separate Account | — | — | — | $117K | <0.1% | |
| American Funds Global Growth Pooled Separate Account | — | — | — | $110K | <0.1% | |
| LVIP Macquarie Wealth Builder Pooled Separate Account | — | — | — | $107K | <0.1% | |
| LVIP Macquarie Small Mid Cap Core Series Pooled Separate Account | — | — | — | $88K | <0.1% | |
| LVIP Macquarie U.S. Reit Fund Pooled Separate Account | — | — | — | $81K | <0.1% | |
| LVIP Macquarie Bond Pooled Separate Account | — | — | — | $45K | <0.1% | |
| LVIP Mondrian International Value Pooled Separate Account | — | — | — | $28K | <0.1% | |
| LVIP SSGA Small-Cap Index Pooled Separate Account | — | — | — | $24K | <0.1% | |
| LVIP SSGA International Index Pooled Separate Account | — | — | — | $12K | <0.1% | |
| LVIP Blackrock Inflation Protected Bond Pooled Separate Account | — | — | — | $10K | <0.1% | |
| LVIP Macquarie High Yield Fund Pooled Separate Account | — | — | — | $6K | <0.1% | |
| LVIP Government Money Market Pooled Separate Account | — | — | — | $2K | <0.1% |