# Cottage Health DB Plan
Source: https://planprovider.pro/companies/cottage-health-plan-001

> Cottage Health's DB plan: 3,796 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cottage Health

- **Sponsor EIN:** 770431902

- **Sponsor Address:** P.O BOX 689, SANTA BARBARA, CA, 931020689

- **Plan Type:** DB

- **Total Participants:** 3,796

- **Total Assets:** $890.4M

## 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|3,796|$890.4M|$306|$18.6M|

| 2023|3,623|$834.8M|$858|$18.5M|

| 2022|3,446|$747.9M|$285,977|$18.5M|

## 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|

| JP MORGAN INVESTMENT MANAGEMENT INC|NONE|$2,951,969|—|$2,951,969|

| WILLIS TOWERS WATSON US LLC|NONE|$767,953|—|$767,953|

| NORTHERN TRUST COMPANY|NONE|$247,880|—|$247,880|

| ADVENT INTERNATIONAL GPE X-C LIMITE|NONE|$185,848|—|$185,848|

| STGVI-A, L.P|NONE|$153,365|—|$153,365|

| MILL POINT CAPITAL PARTNERS II-A|NONE|$121,522|—|$121,522|

| FRONTEC XII PRIVATE CAPITAL (PARALL|NONE|$100,641|—|$100,641|

| UNICORN PARTNERS FUND IV LP|NONE|$59,904|—|$59,904|

| 5Y CAPITAL EVOLUTION|NONE|$59,285|—|$59,285|

| ERNST & YOUNG LLP|NONE|$56,300|—|$56,300|

| EMK CAPITAL PARTNERS II - B, LP|NONE|$54,533|—|$54,533|

| PONTIFAX GLOBAL FOOD AND AGRICULTUR|NONE|$50,825|—|$50,825|

| DALFEN LAST MILE INDUSTRIAL FUND IV|NONE|$49,828|—|$49,828|

| BAIN CAPITAL FUND XIII, LP|NONE|$41,200|—|$41,200|

| 5Y CAPITAL GROWTH|NONE|$40,996|—|$40,996|

| THOMA BRAVO FUND XIV-A, LP|NONE|$32,241|—|$32,241|

| BOND II, LP|NONE|$26,538|—|$26,538|

| REAMS ASSET MANAGEMENT|NONE|$18,907|—|$18,907|

| UNICORN PARTNERS FUND III, LP|NONE|$16,455|—|$16,455|

| INCOME RESEARCH & MGMT. INC|NONE|$12,315|—|$12,315|

| AEA INVESTORS SBF IV LP|NONE|$11,833|—|$11,833|

| KLCP OFFSHORE FUND LP|NONE|$10,000|—|$10,000|

| STATE STREET GLOBAL ADVISORS TRUST|NONE|$8,683|—|$8,683|

| OCEAN AVENUE FUND IV CAYMAN, LP|NONE|$5,739|—|$5,739|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,084,760

- **Estimated Expense Ratio:** 0.571% 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|$5,615,314|$4,012,840|$610,530|$56,300|—|

| 2023|$3,173,343|$1,760,971|$636,391|$54,700|—|

| 2022|$3,520,672|$2,200,221|—|—|$775,592|

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