Back to filter
Original filing (PDF)20251006105703NAL0005900448001
SCRIPPS HEALTH
Form 5500
FILING_RECEIVED
SCRIPPS HEALTH RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Active participants
17,768
Accounts w/ balance
21,170
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 82% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCRIPPS HEALTH.
Plan sponsor
Name
SCRIPPS HEALTH
EIN
95-1684089
Address
4555 EXECUTIVE DRIVE · HQ405 · SAN DIEGO, CA · 92121
Phone
(858) 678-6947
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
SCRIPPS HEALTH RETIREMENT COMMITTEE
EIN
95-1684089
City
SAN DIEGO, CA
Phone
(858) 678-6947
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST AND YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $941K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $229K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | ACCOUNTANT/AUDITOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| L+L PRINTERS | 20-4097955 | — | OTHER SERVICES | $5K | — |
Investments
13 direct securities · 16 pooled funds· $1.3B(98% 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
$914.8M
16 holdings
Uncategorized
$388.1M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Inst | — | — | $833K | $170.1M | 12.8% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | $1.4M | $134.2M | 10.1% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | $1.5M | $128.6M | 9.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | $1.1M | $119.0M | 8.9% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | $1.1M | $112.3M | 8.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | $1.3M | $102.1M | 7.7% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | $858K | $93.3M | 7.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | $741K | $53.8M | 4.0% | |
| Fidelity Investments Fidelity Puritan Fund | — | — | $2.0M | $50.4M | 3.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | $452K | $49.1M | 3.7% | |
| Self-directed brokerage accounts Fidelity BrokerageLink | — | — | — | $45.1M | 3.4% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | $482K | $25.9M | 1.9% | |
| Fidelity Management Trust Company Fidelity Managed Income Portfolio II | — | — | $25.1M | $25.1M | 1.9% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $25.1M | 1.9% | |
| WB LARGE CAP GR M GLOBAL TRUST COMPANY · EIN 26-3761443 / PN 015 | Common Collective Trust | — | $1.1M | $23.9M | 1.8% | |
| Fidelity Investments Fidelity Retirement Government Money Market | — | — | $22.4M | $22.4M | 1.7% | |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | $1.7M | $19.7M | 1.5% | |
| Oakmark Fund Inv | — | — | $115K | $17.6M | 1.3% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | $227K | $14.8M | 1.1% | |
| Dodge & Cox Dodge & Cox Intl Stock | — | — | $276K | $13.8M | 1.0% | |
| Fidelity Investments Fidelity Diversified International Fund | — | — | $747K | $10.6M | 0.8% | |
| Fidelity Investments Small-Cap Index Adv | — | — | $342K | $9.5M | 0.7% | |
| Putnum Sm Cap GR R6 | — | — | $701K | $9.3M | 0.7% | |
| PUTNAM SM CP GR R GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $9.3M | 0.7% | |
| Fidelity Investments Total Intl Idx | — | — | $459K | $6.2M | 0.5% | |
| Fidelity Investments US Bond Idx | — | — | $481K | $4.9M | 0.4% | |
| Westwood WW Qual Small Cap Ult | — | — | $160K | $3.2M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | $79K | $3.2M | 0.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | $19K | $471K | <0.1% |