Back to filter
Original filing (PDF)20251015114245NAL0006140768001
CEDARS-SINAI MEDICAL CENTER
Form 5500
FILING_RECEIVED
CEDARS-SINAI DEFINED CONTRIBUTION
Defined-contribution retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
13,560
Accounts w/ balance
20,119
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
11 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
82
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: VFTC INSTITUTIONAL 500 INDEX TRUST (extraction pending)]" is 36% of plan.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDARS-SINAI MEDICAL CENTER.
Plan sponsor
Name
CEDARS-SINAI MEDICAL CENTER
EIN
95-1644600
Address
8700 BEVERLY BLVD. · LOS ANGELES, CA · 90048
Phone
(310) 248-6573
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $717K | — |
Investments
3 direct securities · 11 pooled funds· $912.1M(87% 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.
Common Collective Trust
$793.7M
11 holdings
Uncategorized
$118.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TR CIT VANGUARD FUNDS · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $289.1M | 27.5% | |
| VANGUARD INST OTAL BOND MARKET CIT VANGUARD FUNDS · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $90.8M | 8.6% | |
| VANGUARD INSTTOTAL INT STOCK MARKET VANGUARD FUNDS · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $74.2M | 7.1% | |
| METWEST TOTAL RETURN Z1 SEI FUNDS · EIN 47-2418714 / PN 030 | Common Collective Trust | — | — | $71.9M | 6.8% | |
| LOOMIS SAYLES CORE PLUS FIXED LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 001 | Common Collective Trust | — | — | $68.3M | 6.5% | |
| [DFE: MFS HERITAGE TRUST COMPANY COLLECTIVE INVESTMENT TRUST - MFS LARGE CAP VALUE FUND (extraction pending)] | — | — | — | $44.9M | 4.3% | |
| MFS INTERNATIONAL EQUITY CIT 3A MFS FUND DISTRIBUTORS INC · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $44.9M | 4.3% | |
| FIAM GLOBAL LOW VOLATILITY FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 145 | Common Collective Trust | — | — | $42.1M | 4.0% | |
| [DFE: ACADIAN COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $41.9M | 4.0% | |
| ACADIAN ALL COUNTRY WORLD EX US ACADIAN COLLECTIVE INVESTMENT TRUST · EIN 47-3984728 / PN 081 | Common Collective Trust | — | — | $41.9M | 4.0% | |
| ALLSPG DISC SMID CP GRW CIT E1 WELLS FARGO FUNDS · EIN 45-7019649 / PN 001 | Common Collective Trust | — | — | $38.9M | 3.7% | |
| SHORT-TERM INVESTMENT FUND A | — | — | — | $31.6M | 3.0% | |
| ALLSPRING EMERGING MKTS EQ E1 ALLSPRING GLOBAL INVESTMENTS · EIN 83-6759450 / PN 001 | Common Collective Trust | — | — | $31.6M | 3.0% | |
| METWEST TOTAL RETURN BOND FUND - CL MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 47-2418714 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |