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Original filing (PDF)20251006155237NAL0003761473001
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
Form 5500
FILING_RECEIVED
HOAG SHELTERED SAVINGS PLAN
401(k) retirement plan
Active participants
9,204
Accounts w/ balance
11,498
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
28 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOAG MEMORIAL HOSPITAL PRESBYTERIAN.
Plan sponsor
Name
HOAG MEMORIAL HOSPITAL PRESBYTERIAN
EIN
95-1643327
Address
P.O. BOX 6100 · ONE HOAG DRIVE · NEWPORT BEACH, CA · 926634162
Phone
(949) 764-4448
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
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $420K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW | 33-0818667 | — | CONSULTANT | $105K | — |
Investments
24 direct securities · 28 pooled funds· $1.4B(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
$719.0M
24 holdings
Common Collective Trust
$602.9M
27 holdings
Pooled Separate Account
$71.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 745,332.941 | $116.0M | $152.2M | 12.1% | |
| FID LG CAP GR IDX | — | 3,786,977.23 | $104.6M | $148.3M | 11.8% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | 2,401,375.261 | $88.6M | $91.2M | 7.3% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | 2,289,506.927 | $84.2M | $86.6M | 6.9% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | 2,301,281.435 | $77.6M | $79.5M | 6.3% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | 2,044,278.97 | $73.0M | $75.0M | 6.0% | |
| NEW YORK LIFE INS CO | — | — | — | $71.3M | 5.7% | |
| NYL ANCHOR ACCOUNT | — | — | — | $71.3M | 5.7% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $71.3M | 5.7% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | 1,847,382.296 | $68.2M | $70.1M | 5.6% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | 2,051,675.872 | $64.1M | $65.7M | 5.2% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | 1,787,280.518 | $51.3M | $52.4M | 4.2% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | 1,608,793.653 | $37.5M | $38.5M | 3.1% | |
| VANG INFO TEC IDX AD | — | 99,959.675 | $20.6M | $31.8M | 2.5% | |
| MFS MID CAP GRTH R6 | — | 999,243.339 | $31.5M | $31.4M | 2.5% | |
| AF NEW PERSPECT R6 | — | 498,685.32 | $31.9M | $31.0M | 2.5% | |
| VICTORY S ESTB VAL I | — | 619,513.361 | $30.4M | $28.5M | 2.3% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | 928,124.822 | $24.4M | $24.9M | 2.0% | |
| PGIM TOTAL RTN BD R6 | — | 2,057,853.538 | $28.5M | $24.4M | 1.9% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $19.4M | 1.6% | |
| PIM SP INTL US$H IS | — | 2,261,906.38 | $20.0M | $19.0M | 1.5% | |
| BLKRK HLTH SCI OPP I | — | 259,039.965 | $20.6M | $17.4M | 1.4% | |
| FID SM CAP IDX | — | 399,370.625 | $10.3M | $11.1M | 0.9% | |
| PIMCO INCOME INST | — | 1,000,346.489 | $11.1M | $10.5M | 0.8% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | 606,073.862 | $9.0M | $9.1M | 0.7% | |
| TRP QM US SMCP GR I | — | 204,532.145 | $9.7M | $8.9M | 0.7% | |
| AF EUROPAC GROWTH R6 | — | 153,867.374 | $9.9M | $8.3M | 0.7% | |
| FID MID CAP IDX | — | 228,194.476 | $7.0M | $7.7M | 0.6% | |
| VANG EQUITY INC ADM | — | 72,589.68 | $6.5M | $6.4M | 0.5% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | 228,088.395 | $5.5M | $5.6M | 0.4% | |
| DFA US TARGET VAL I | — | 135,376.983 | $4.2M | $4.7M | 0.4% | |
| VANG VMMR-FED MMKT | — | 4,272,769.18 | $4.3M | $4.3M | 0.3% | |
| DFA GLOB REAL ESTATE | — | 403,389.772 | $4.8M | $4.1M | 0.3% | |
| FID INTL INDEX | — | 82,476.635 | $3.9M | $3.9M | 0.3% | |
| FID US BOND IDX | — | 308,054.264 | $3.3M | $3.1M | 0.3% | |
| TRP RETIRE 2005 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | 103,360.126 | $2.1M | $2.2M | 0.2% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | 86,587.414 | $1.9M | $2.0M | 0.2% | |
| ACCRUED INCOME | — | — | — | $2K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $0 | <0.1% |