Original filing (PDF)20251010123341NAL0008161905001

Hospice by the Bay

Name: Hospice by the Bay — By the Bay Health 403(b) Plan, Form 5500 (2024)
Creator: Hospice by the Bay
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

By the Bay Health 403(b) Plan

403(b) retirement plan · Hospice by the Bay's By the Bay Health 403(b) Plan held $34.2M in plan assets for 381 participants in 2024, with Newport Group as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

381

Accounts w/ balance

590

Plan assets (EOY)

$34.2M

Net assets (EOY)

$34.2M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 582K (16% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOSPICE BY THE BAY.

Plan sponsor

Name

HOSPICE BY THE BAY

EIN

94-2890791all filings

Address

17 E. SIR FRANCIS DRAKE BLVD. · LARKSPUR, CA · 94939

Phone

(415) 599-9655

Industry

Health Care & Social Assistance

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$15K	—

Investments

32 direct securities· $34.2M(100% of reported assets)

Common Collective Trusts

$14.8M

5 holdings

Other securities

$10.7M

15 holdings

Mutual Funds

$8.7M

12 holdings

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$8.5M	24.8%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2.5M	7.4%
American EuroPacific Growth Fund Mutual fund	Other securities	—	—	$2.3M	6.6%
iShares MSCI EAFE Intl Index Fund Mutual fund	Common Collective Trusts	—	—	$2.2M	6.5%
JPMorgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$1.5M	4.3%
Invesco Developing Markets Fund Mutual fund	Mutual Funds	—	—	$1.3M	3.7%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.2M	3.5%
American Funds New Perspective Fund Mutual fund	Mutual Funds	—	—	$1.1M	3.1%
MFS Value Fund Mutual fund	Mutual Funds	—	—	$1.0M	3.0%
Invesco Diversified Dividend Fund Mutual fund	Mutual Funds	—	—	$931K	2.7%
JPMorgan Core Plus Bond Fund Mutual fund	Other securities	—	—	$922K	2.7%
MFS Total Return Bond Fund Mutual fund	Mutual Funds	—	—	$879K	2.6%
Calvert Equity Fund Mutual fund	Other securities	—	—	$871K	2.5%
Invesco International Small-Mid Company Fund Mutual fund	Mutual Funds	—	—	$847K	2.5%
Blackrock Strategic Global Bond Mutual fund	Other securities	—	—	$776K	2.3%
Blackrock Liquidity FedFund Premier Fund Mutual fund	Other securities	—	—	$770K	2.2%
Lord Abbett Short Duration Income Fund Mutual fund	Mutual Funds	—	—	$760K	2.2%
Janus Henderson Enterprise I Fund Mutual fund	Mutual Funds	—	—	$623K	1.8%
BlackRock Global Allocation Fund Mutual fund	Other securities	—	—	$590K	1.7%
American Funds Balanced Fund Mutual fund	Mutual Funds	—	—	$568K	1.7%
Victory Sycamore Established Value Fund Mutual fund	Other securities	—	—	$552K	1.6%
maturing through July 2034 -	Other securities	—	—	$494K	1.4%
Federated Hermes MDT Small Cap Core Fund Mutual fund	Other securities	—	—	$482K	1.4%
PIMCO Income Fund Mutual fund	Mutual Funds	—	—	$481K	1.4%
Fidelity U.S Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$412K	1.2%
PGIM High Yield Fund Mutual fund	Other securities	—	—	$391K	1.1%
AllSpring Government Securities Fund Mutual fund	Other securities	—	—	$312K	0.9%
DWS Rreef Real Estate Securities Fund Mutual fund	Other securities	—	—	$297K	0.9%
Cohen & Steers Global Realty I Fund Mutual fund	Other securities	—	—	$282K	0.8%
Blackrock Inflation Protected Bond Fund Mutual fund	Other securities	—	—	$251K	0.7%
MFS Emerging Markets Debt Fund Mutual fund	Mutual Funds	—	—	$193K	0.6%
Janus Henderson Developed World Bond Fund Mutual fund	Mutual Funds	—	—	$29K	<0.1%