Plan Snapshot
- Plan Sponsor: Cambia Health Solutions, INC.
- Sponsor EIN: 931179316
- Sponsor Address: 200 SW MARKET STREET, PORTLAND, OR, 97201
- Plan Type: DB
- Total Participants: 1,312
- Total Assets: $438.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,312 | $438.2M | $0 | $0 |
| 2023 | 1,443 | $456.2M | $0 | $0 |
| 2022 | 1,501 | $434.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PIMCO | Other Service Provider | $548,402 | — | $548,402 |
| WELLINGTON MANAGEMENT | Other Service Provider | $400,947 | — | $400,947 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $398,510 | — | $398,510 |
| MERCER(US), INC. | Other Service Provider | $130,000 | — | $130,000 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $127,740 | — | $127,740 |
| THE KARRAS COMPANY | Other Service Provider | $59,040 | — | $59,040 |
| AETNA INC. | Other Service Provider | $11,345 | — | $11,345 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,675,984
- Estimated Expense Ratio: 0.382% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,273,151 | $946,911 | — | — | — |
| 2023 | $1,293,036 | $939,147 | — | — | — |
| 2022 | $1,540,309 | $1,167,181 | — | — | $246,464 |