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Original filing (PDF)20251015170947NAL0010786274001
EISENHOWER MEDICAL CENTER
Form 5500
FILING_RECEIVED
RETIREMENT INCOME PLAN FOR EMPLOYEES OF EISENHOWER MEDICAL CENTER
Defined-benefit pension plan
Signals · 3
40% in single holding~125 bps in Sched C feesNo recordkeeper disclosed
Active participants
368
Accounts w/ balance
—
Plan assets (EOY)
$78.8M
Net assets (EOY)
$78.5M
How this plan invests
This plan
10 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)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
80
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Willis Towers Watson WTW GT Diversified Equity Fund" is 40% of plan.
- 125 bps in Schedule C fees — 680% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EISENHOWER MEDICAL CENTER.
Plan sponsor
Name
EISENHOWER MEDICAL CENTER
EIN
95-6130458
Address
39000 BOB HOPE DRIVE · RANCHO MIRAGE, CA · 92270
Phone
(760) 773-1237
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BDO USA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | CUSTODIAL | $39K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $679K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-8168818 | — | NONE | $250K | — |
| NATIONWIDE LIFE & ANNUITY | 53-0181291 | — | NONE | $15K | — |
Investments
1 direct security · 10 pooled funds· $82.0M(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.
Common Collective Trust
$78.7M
10 holdings
Uncategorized
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GT DIVERSIFIED EF WILLIS TOWERS WATSON · EIN 82-6695738 / PN 002 | Common Collective Trust | — | $23.1M | $31.1M | 39.5% | |
| GT REAL ASSET FUND WILLIS TOWERS WATSON · EIN 82-6695738 / PN 005 | Common Collective Trust | — | $20.9M | $20.5M | 26.0% | |
| GT DIVERSIFIED CF WILLIS TOWERS WATSON · EIN 82-6695738 / PN 001 | Common Collective Trust | — | $9.1M | $11.0M | 13.9% | |
| BNY Mellon EB TEMP Inv FD | — | — | $3.3M | $3.3M | 4.2% | |
| EB TEMPORARY INVESTMENT THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | — | $3.3M | 4.2% | |
| TSY US 25 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $6.0M | $3.3M | 4.1% | |
| LONG US GOVT BOND INDEX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 88-2824379 / PN 001 | Common Collective Trust | — | $2.8M | $2.8M | 3.5% | |
| TSY US 10 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $4.0M | $2.0M | 2.6% | |
| TSY US 15 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $3.8M | $2.0M | 2.6% | |
| TSY US 20 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $2.7M | $1.7M | 2.2% | |
| TREAS US 5 YR KEY RATEDUR NL BLACKROCK INSTITUTIONAL TRUST COMPANY N.A. · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $1.3M | $938K | 1.2% |