Original filing (PDF)20251014123702NAL0001353411001

COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA

Name: COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA — COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA PENSION PLAN, Form 5500 (2024)
Creator: COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA

Form 5500

FILING_RECEIVED

COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA PENSION PLAN

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

2,859

Accounts w/ balance

—

Plan assets (EOY)

$277.6M

Net assets (EOY)

$277.6M

How this plan invests

This plan

1 pooled trust

Schedule D

669 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

47 bps in Schedule C fees — 372% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA.

Plan sponsor

Name

COMMUNITY HOSPITALS OF CENTRAL CALIFORNIA

EIN

94-2864615

Address

1560 E. SHAW AVENUE · FRESNO, CA · 93710

Phone

(559) 724-4124

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL TRUST COMPANY	51-0099493	—	TRUSTEE	$92K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
US BANK	31-0841368	—	INVESTMENT MGMT	$1.2M	—

Investments

663 direct securities · 1 pooled fund· $285.4M(100% 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.

Uncategorized

$275.6M

663 holdings

Common Collective Trust

$9.8M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
ISHARES CORE S & P 500 ETF	—	94,733	$45.2M	$55.8M	20.1%
UNITED STATES TREASURY BONDS DTD	—	—	$14.5M	$14.0M	5.1%
PRINCIPAL/BLACKROCK SHORT-TERM PRINCIPAL BANK · EIN 41-6292499 / PN 001	Common Collective Trust	—	—	$9.8M	3.5%
COLUMBIA SMALL CAP GROWTH FUND	—	313,960.291	$8.9M	$9.3M	3.3%
FIDELITY INTERNATIONAL INDEX FUND CLASS PRM #2363	—	187,312.549	$9.8M	$8.9M	3.2%
UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND CLASS	—	105,106.653	$7.4M	$8.9M	3.2%
SHORT-TERM INVESTMENT FUND A S1	—	8,780,468.48	$8.8M	$8.8M	3.2%
COHEN & STEERS INSTITUTIONAL REALTY SHARES #1263	—	162,578.156	$8.0M	$7.8M	2.8%
GOLDMAN SACHS GQG PARTNERS INTERNATIONAL OPPORTUN	—	326,642.338	$7.5M	$6.4M	2.3%
MFS INTERNATIONAL GROWTH FUND CLASS R6 #4805	—	150,539.623	$4.1M	$6.2M	2.2%
PGIM TOTAL RETURN BOND FUND CLASS R6 #1062	—	573,651.321	$5.6M	$5.6M	2.0%
DODGE & COX INCOME FD COM #147	—	451,788.321	$5.6M	$5.6M	2.0%
UNITED STATES TREASURY NOTES DTD	—	—	$5.3M	$5.2M	1.9%
FED HOME LOAN MTGE CORP POOL #SD8244	—	—	$3.7M	$3.6M	1.3%
NYLI MACKAY HIGH YIELD CORPORATE BOND FUND	—	553,144.73	$2.8M	$2.9M	1.0%
FED HOME LOAN MTGE CORP POOL #SD8299	—	—	$2.8M	$2.8M	1.0%
LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO CLASS	—	168,258.767	$2.8M	$2.6M	0.9%
NYLI CBRE GLOBAL INFRASTRUCTURE FUND	—	197,412.886	$2.6M	$2.6M	0.9%
FEDL NATL MTGE ASSN POOL #CB3630	—	—	$2.6M	$2.4M	0.9%
HARTFORD SCHODERS EMERGING MARKETS EQUITY FUND CLA	—	139,178.315	$2.3M	$2.3M	0.8%
APPLE INC	—	8,801	$1.9M	$2.2M	0.8%
FED HOME LOAN MTGE CORP POOL #SD8221	—	—	$2.4M	$2.1M	0.8%
FED HOME LOAN MTGE CORP POOL #SD8494	—	—	$2.0M	$2.0M	0.7%
FED HOME LOAN MTGE CORP POOL #SD2080	—	—	$2.0M	$2.0M	0.7%
NVIDIA CORP COM	—	14,292	$1.4M	$1.9M	0.7%
FEDL NATL MTGE ASSN POOL #FS3275	—	—	$2.0M	$1.9M	0.7%
MICROSOFT CORP	—	4,327	$1.7M	$1.8M	0.7%
FED HOME LOAN MTGE CORP POOL #SD8222	—	—	$1.9M	$1.8M	0.6%
FEDERAL HOME LOAN MORTGAGE CORP	—	—	$1.8M	$1.8M	0.6%
FEDL NATL MTGE ASSN POOL #MA4626	—	—	$1.9M	$1.7M	0.6%
FED NATL MTG ASSN POOL #MA4492 DTD	—	—	$1.8M	$1.7M	0.6%
FEDL NATL MTGE ASSN POOL #MA4733	—	—	$1.8M	$1.7M	0.6%
UNITED STATES TREASURY BONDS DTD	—	—	$1.8M	$1.6M	0.6%
FED HOME LOAN MTGE CORP POOL #SD8258	—	—	$1.6M	$1.6M	0.6%
FIRSR NATL MSTR NOTE TRUST ASSET BCKD SEC SER	—	—	$1.4M	$1.4M	0.5%
FED NATL MTG ASSN POOL #CA7231 DTD	—	—	$1.7M	$1.4M	0.5%
GOLDEN CREDIT CARD TRUST SER	—	—	$1.2M	$1.2M	0.4%
AMAZON COM INC COM	—	5,420	$884K	$1.2M	0.4%
US TREASURY SECURITY STRIPPED ZERO CPN	—	—	$1.3M	$1.1M	0.4%
CHASE AUTO OWNER TRUST ASSET BCKD SEC SER	—	—	$1.1M	$1.1M	0.4%
UNITED STATES TREASURY NOTES DTD	—	—	$999K	$1000K	0.4%
FED HOME LN MTG CORP POOL #RB5091 DTD	—	—	$1.2M	$977K	0.4%
UNITED STATES TREASURY BONDS DTD	—	—	$974K	$973K	0.4%
FED HOME LOAN MTGE CORP POOL #SD8237	—	—	$961K	$964K	0.3%
FEDL NATL MTGE ASSN POOL #MA5013	—	—	$933K	$915K	0.3%
DB MASTER FINANCE LLC SER	—	—	$966K	$877K	0.3%
FED HOME LOAN MTGE CORP POOL #SD8288	—	—	$864K	$846K	0.3%
FED NATL MTG ASSN POOL #CA6638 DTD	—	—	$1.1M	$845K	0.3%
FEDL NATL MTGE ASSN POOL #FS3394	—	—	$811K	$825K	0.3%
FIRST NATIONAL MASTER ASSET BCKD SEC SER	—	—	$805K	$817K	0.3%
AIR CANADA 2015-1A PTT 144A PRIV PLCMT	—	—	$807K	$807K	0.3%
UNITED STATES TREASURY BONDS DTD	—	—	$839K	$796K	0.3%
UNITED STATES TREASURY STRIP STRIPPED PRINCIPAL	—	—	$920K	$763K	0.3%
META PLATFORMS INC CL A	—	1,270	$621K	$744K	0.3%
PORSCHE INNOVATIVE LEASE OWNER ASSET BCKD SEC SER	—	—	$735K	$731K	0.3%
WASTE MANAGEMENT INC DTD	—	—	$719K	$718K	0.3%
USAA AUTO OWNER TRUST ASSET BCKD SEC SER	—	—	$691K	$690K	0.2%
SHORT-TERM INVESTMENT FUND A S1	—	674,762.21	$675K	$675K	0.2%
SBA TOWER TRUST 144A PRIV PLCMT	—	—	$715K	$670K	0.2%
RELIANCE STAND LIFE II DTD	—	—	$654K	$660K	0.2%
TESLA, INC	—	1,619	$310K	$654K	0.2%
MINNESOTA LIFE INSURANCE SER	—	—	$678K	$650K	0.2%
ALPHABET INC CL A	—	3,360	$534K	$636K	0.2%
BROADCOM INC	—	2,715	$377K	$629K	0.2%
VANTAGE DATA CENTERS LLC SER	—	—	$660K	$626K	0.2%
FED NATL MTG ASSN POOL #CB1446 DTD	—	—	$728K	$621K	0.2%
STATE STREET CORP DTD	—	—	$640K	$621K	0.2%
CROWN CASTLE TOWERS LLC 144A PRIV PLCMT	—	—	$606K	$602K	0.2%
FED HOME LN MTG CORP POOL #QN2947 DTD	—	—	$704K	$601K	0.2%
UNITED STATES TREASURY BONDS DTD	—	—	$627K	$601K	0.2%
BARCLAYS PLC CONVERTIBLE	—	—	$590K	$596K	0.2%
BANK OF AMERICA CORP MED TERM NOTE	—	—	$572K	$580K	0.2%
GA GLOBAL FUNDING TRUST DTD	—	—	$585K	$577K	0.2%
ATHENE GLOBAL FDG DTD	—	—	$570K	$576K	0.2%
PACIFIC GAS AND ELECTRIC COMPANY DTD	—	—	$574K	$575K	0.2%
ARTHUR J GALLAGHER & CO DTD	—	—	$583K	$570K	0.2%
F&G GLOBAL FUNDING 144A PRIV PLCMT	—	—	$643K	$567K	0.2%
MUTUAL OF OMAHA GLOBAL DTD	—	—	$575K	$566K	0.2%
SANTANDER UK GROUP HOLDINGS CONVERTIBLE	—	—	$580K	$564K	0.2%
OCCIDENTAL PETROLEUM COR DTD	—	—	$584K	$562K	0.2%
STANDARD CHARTERED PLC DTD	—	—	$555K	$556K	0.2%
HUNTINGTON AUTO TRUST ASSET BCKD SEC SER	—	—	$550K	$556K	0.2%
APPLOVIN CORP DTD	—	—	$555K	$554K	0.2%
PLAINS ALL AMER PIPELINE DTD	—	—	$551K	$546K	0.2%
ALASKA AIRLINES 2020 TR 144A PRIV PLCMT	—	—	$597K	$545K	0.2%
ENERGY TRANSFER LP DTD	—	—	$555K	$541K	0.2%
UNITED AIR 2013-1 A PTT DTD	—	—	$572K	$539K	0.2%
NTT FINANCE CORP DTD	—	—	$535K	$537K	0.2%
ALPHABET INC CL C	—	2,813	$452K	$536K	0.2%
NAVISTAR FINANCIAL DEALER NOTE ASSET BCKD SEC SER	—	—	$530K	$535K	0.2%
SBNA AUTO LEASE TRUST ASSET BCKD SEC SER	—	—	$523K	$525K	0.2%
SPRINT SPECTRUM / SPEC I 144A PRIV PLCMT	—	—	$527K	$522K	0.2%
ENTERGY LA LLC DTD	—	—	$523K	$516K	0.2%
WEYERHAEUSER CO DTD	—	—	$497K	$495K	0.2%
HARLEY DAVIDSON FINL SVCS INC DTD	—	—	$489K	$491K	0.2%
FED NATL MTG ASSN POOL #AL5080 DTD	—	—	$566K	$485K	0.2%
FED NATL MTG ASSN POOL #FM3121 DTD	—	—	$584K	$484K	0.2%
HUNTINGTON BANCSHARES INC DTD	—	—	$480K	$480K	0.2%
BERKSHIRE HATHAWAY INC.	—	1,059	$452K	$480K	0.2%
CNO GLOBAL FUNDING MEDIUM TERM NOTE	—	—	$480K	$478K	0.2%
BANK OF NOVA SCOTIA DTD	—	—	$475K	$475K	0.2%
EXTRA SPACE STORAGE LP DTD	—	—	$473K	$470K	0.2%
NBN CO LTD MEDIUM TERM NOTE	—	—	$469K	$461K	0.2%
UNITEDHEALTH GROUP INC DTD	—	—	$490K	$460K	0.2%
SUNCOR ENERGY INC DTD	—	—	$416K	$454K	0.2%
TTX CO MEDIUM TERM NOTE	—	—	$460K	$454K	0.2%
HYUNDAI CAPITAL AMERICA MEDIUM TERM NOTE	—	—	$470K	$452K	0.2%
AT&T INC DTD	—	—	$449K	$451K	0.2%
NATIONWIDE BLDG SOCIETY DTD	—	—	$450K	$450K	0.2%
HEWLETT PACKARD ENTERPRISE DTD	—	—	$461K	$447K	0.2%
BRITISH AIR 19-1 AA PTT 144A PRIV PLCMT	—	—	$472K	$432K	0.2%
BRIGHTHSE FIN GLBL FUND DTD	—	—	$430K	$429K	0.2%
ASSOCIATED BANC DTD	—	—	$423K	$428K	0.2%
FED NATL MTG ASSN POOL #890564 DTD	—	—	$483K	$413K	0.1%
BLACK HILLS CORP DTD	—	—	$399K	$412K	0.1%
DELTA AIR LINES 2020-A DTD	—	—	$435K	$409K	0.1%
MERCEDES-BENZ FIN DTD	—	—	$405K	$404K	0.1%
BANCO SANTANDER CONVERTIBLE	—	—	$400K	$399K	0.1%
JPMORGAN CHASE & CO	—	1,655	$332K	$397K	0.1%
SECURIAN FINANCIAL GROUP 144A PRIV PLCMT	—	—	$429K	$396K	0.1%
FLORIDA PWR & LT CO DTD	—	—	$389K	$395K	0.1%
ABBVIE INC DTD	—	—	$398K	$394K	0.1%
F&G ANNUITIES & LIFE INC DTD	—	—	$379K	$388K	0.1%
KUBOTA CREDIT OWNER TRUST ASSET BCKD SEC SER	—	—	$380K	$385K	0.1%
VOLKSWAGEN GROUP AMER FIN LLC DTD	—	—	$384K	$376K	0.1%
GOLDMAN SACHS GROUP INC DTD	—	—	$356K	$375K	0.1%
HILTON GRAND VACATIONS TRUST SER	—	—	$369K	$373K	0.1%
SIMON PPTY GROUP LP DTD	—	—	$387K	$370K	0.1%
META PLATFORMS INC DTD	—	—	$378K	$368K	0.1%
OVINTIV INC DTD	—	—	$343K	$358K	0.1%
FED NATL MTG ASSN POOL #MA3238 DTD	—	—	$416K	$358K	0.1%
ELI LILLY & CO COM	—	462	$357K	$357K	0.1%
CITIGROUP INC DTD 0	—	—	$350K	$357K	0.1%
ZIONS BANCORP NA DTD	—	—	$404K	$352K	0.1%
SOUTHERN CAL EDISON DTD	—	—	$351K	$348K	0.1%
HILTON GRAND VACATIONS TRUST ASSET BCKD SEC SER	—	—	$342K	$345K	0.1%
FED NATL MTG ASSN POOL #AL7259 DTD	—	—	$405K	$345K	0.1%
FED NATL MTG ASSN POOL #AS4786 DTD	—	—	$390K	$344K	0.1%
FED NATL MTG ASSN POOL #AL8256 DTD	—	—	$395K	$340K	0.1%
MOTOROLA SOLUTIONS INC DTD	—	—	$308K	$338K	0.1%
GEORGIA-PACIFIC LLC DTD	—	—	$338K	$335K	0.1%
FED HOME LN MTG CORP POOL #G60453 DTD	—	—	$378K	$327K	0.1%
VULCAN MATERIALS CO DTD	—	—	$333K	$325K	0.1%
HUBBELL INC DTD	—	—	$324K	$325K	0.1%
PNC FINANCIAL SERVICES DTD	—	—	$345K	$324K	0.1%
ARIZONA PUBLIC SERVICE DTD	—	—	$319K	$324K	0.1%
MATTEL INC DTD	—	—	$302K	$322K	0.1%
NEVADA POWER CO DTD	—	—	$317K	$322K	0.1%
VISA INC-CLASS A SHRS	—	996	$259K	$315K	0.1%
VULCAN MATLS CO DTD	—	—	$315K	$314K	0.1%
DIAGEO CAPITAL PLC DTD	—	—	$294K	$295K	0.1%
REALTY INCOME CORP DTD	—	—	$296K	$285K	0.1%
ACCENTURE CAPITAL INC DTD	—	—	$295K	$283K	0.1%
MMAF EQUIPMENT FINANCE LLC ASSET BCKD SEC SER	—	—	$281K	$282K	0.1%
BAKER HUGHES LLC/CO-OBL DTD	—	—	$278K	$280K	0.1%
COMMONWEALTH EDISON DTD	—	—	$361K	$278K	0.1%
EXXON MOBIL CORPORATION	—	2,580	$298K	$278K	<0.1%
UNITEDHEALTH GROUP INC	—	539	$305K	$273K	<0.1%
BRISTOL-MYERS SQUIBB CO DTD	—	—	$279K	$272K	<0.1%
ENTERPRISE FLEET FINANCING LLC ASSET BCKD SEC SER	—	—	$270K	$272K	<0.1%
DUKE ENERGY OHIO INC DTD	—	—	$274K	$266K	<0.1%
DAIMLER TRUCKS RETAIL TRUST ASSET BCKD SEC SER	—	—	$260K	$263K	<0.1%
SOUTHERN CALIFORNIA GAS CO DTD	—	—	$241K	$258K	<0.1%
MVW 2020-1 LLC SER	—	—	$272K	$256K	<0.1%
FED NATL MTG ASSN POOL #BM4913 DTD	—	—	$294K	$255K	<0.1%
MASTERCARD INC CL A	—	483	$217K	$254K	<0.1%
ESSENTIAL UTILITIES INC DTD	—	—	$270K	$246K	<0.1%
SHORT-TERM INVESTMENT FUND A S1	—	244,091.37	$244K	$244K	<0.1%
CITIZENS FINANCIAL GROUP DTD	—	—	$230K	$242K	<0.1%
ELECTRONIC ARTS INC DTD	—	—	$222K	$238K	<0.1%
COSTCO WHOLESALE CORP	—	258	$209K	$236K	<0.1%
FED HOME LN MTG CORP POOL #SB0380 DTD	—	—	$264K	$233K	<0.1%
USAA AUTO OWNER TRUST ASSET BCKD SEC SER	—	—	$230K	$232K	<0.1%
WALMART INC	—	2,522	$169K	$228K	<0.1%
PROCTER & GAMBLE CO	—	1,353	$230K	$227K	<0.1%
HOME DEPOT INC	—	583	$200K	$227K	<0.1%
NETFLIX INC	—	250	$153K	$223K	<0.1%
JOHNSON & JOHNSON	—	1,416	$225K	$205K	<0.1%
SALESFORCE INC	—	565	$136K	$189K	<0.1%
BOFA AUTO TRUST ASSET BCKD SEC SER 2024-1A CL A3	—	—	$185K	$187K	<0.1%
ABBVIE INC	—	1,026	$192K	$182K	<0.1%
UNITED AIR 2016-2 AA PTT DTD	—	—	$195K	$181K	<0.1%
BANK OF AMERICA CORP	—	3,958	$148K	$174K	<0.1%
ORACLE CORPORATION	—	947	$119K	$158K	<0.1%
MERCK & CO INC NEW	—	1,472	$166K	$146K	<0.1%
COCA COLA CO	—	2,293	$157K	$143K	<0.1%
CHEVRON CORP	—	979	$139K	$142K	<0.1%
FED NATL MTG ASSN POOL #MA2895 DTD	—	—	$161K	$141K	<0.1%
WELLS FARGO & CO	—	1,985	$104K	$139K	<0.1%
CISCO SYSTEMS INC	—	2,310	$104K	$137K	<0.1%
SERVICENOW INC	—	122	$95K	$129K	<0.1%
ACCENTURE PLC	—	363	$115K	$128K	<0.1%
PEPSICO INC	—	812	$140K	$123K	<0.1%
MCDONALDS CORP	—	418	$113K	$121K	<0.1%
INTERNATIONAL BUSINESS MACHS CORP COM	—	545	$102K	$120K	<0.1%
CARVANA AUTO RECEIVABLES TRUST SER	—	—	$124K	$118K	<0.1%
ABBOTT LABS	—	1,035	$114K	$117K	<0.1%
LINDE PLC	—	278	$123K	$116K	<0.1%
ADVANCED MICRO DEVICES INC	—	959	$123K	$116K	<0.1%
ADOBE INC	—	260	$134K	$116K	<0.1%

Showing top 200 of 664 investments by value.