Plan Snapshot
- Plan Sponsor: Marinhealth Medical Center
- Sponsor EIN: 942823538
- Sponsor Address: 3950 CIVIC CENTER DRIVE, SUITE 200, SAN RAFAEL, CA, 94903
- Plan Type: DB
- Total Participants: 1,946
- Total Assets: $163.7M
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 | 1,946 | $163.7M | $8.0M | $0 |
| 2023 | 1,861 | $145.3M | $11.7M | $0 |
| 2022 | 1,728 | $122.1M | $23.8M | $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 |
|---|---|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | TRUSTEE | $42,544 | — | $42,544 |
| WCM INVESTMENT MANAGEMENT LLC | NONE | $29,015 | — | $29,015 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — TRUSTEE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,559
- Estimated Expense Ratio: 0.044% 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 | $71,559 | $29,015 | — | — | — |
| 2023 | $54,550 | $21,127 | — | — | — |
| 2022 | $36,795 | $6,501 | — | — | $30,294 |