Original filing (PDF)20251015162403NAL0006913280001

ST JOSEPH HEALTH SYSTEM

Name: ST JOSEPH HEALTH SYSTEM — ST. JOSEPH AND COVENANT HEALTH SYSTEMS 403(B) PLAN, Form 5500 (2024)
Creator: ST JOSEPH HEALTH SYSTEM

Form 5500

FILING_RECEIVED

ST. JOSEPH AND COVENANT HEALTH SYSTEMS 403(B) PLAN

401(k) retirement plan

Signals · 2

1 failed disclosure100% in single holding

Active participants

473

Accounts w/ balance

718

Plan assets (EOY)

$91.2M

Net assets (EOY)

$91.2M

How this plan invests

This plan

1 pooled trust

Schedule D

2 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST JOSEPH HEALTH SYSTEM.

Plan sponsor

Name

ST JOSEPH HEALTH SYSTEM

EIN

95-3589356

Address

1801 LIND AVE SW · RENTON, WA · 98057

Phone

(888) 687-3753

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2X · Other multiple-employer DC plan

Audit & trust (Schedule H)

Auditor

CLARK NUBER, P.S.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY	04-2647786	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$10K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

2 direct securities · 1 pooled fund· $182.4M(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

$91.1M

1 holding

Master Trust

$91.1M

1 holding

Participant loans

$103K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Interest Held in Master Trust Various (includes Registered	—	—	—	$91.1M	99.9%
	PROVIDENCE ST JOSEPH HEALTH GROUP

Related plans

Other plans using STRATEGIC ADVISORS, INC.

MICROSOFT CORPORATION

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

$65.6B · 123,878 participants

NORTHROP GRUMMAN CORPORATION

NORTHROP GRUMMAN SAVINGS PLAN

$39.5B · 99,799 participants

AMAZON.COM SERVICES, LLC

AMAZON 401(K) PLAN

$34.6B · 1,207,759 participants

CHEVRON CORPORATION

CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN

$20.4B · 22,195 participants

L3HARRIS TECHNOLOGIES, INC.

L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST

$16.2B