# Multicare Health System DB Plan
Source: https://planprovider.pro/companies/multicare-health-system-plan-001

> Multicare Health System's DB plan: 721 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Multicare Health System

- **Sponsor EIN:** 911352172

- **Sponsor Address:** P.O. BOX 5299, 1313-5-HP, TACOMA, WA, 984150299

- **Plan Type:** DB

- **Total Participants:** 721

- **Total Assets:** $557.5M

## 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|721|$557.5M|$0|$0|

| 2023|785|$559.6M|$0|$0|

| 2022|864|$576.7M|$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|

| LEGAL & GENERAL INVESTMENT MANAGEME|NONE|$377,415|—|$377,415|

| NISA INVESTMENT ADVISORS|NONE|$335,321|—|$335,321|

| MILLIMAN, INC.|NONE|$303,855|—|$303,855|

| PIMCO INVESTMENT MANAGEMENT CO|NONE|$268,499|—|$268,499|

| PRINCIPAL FINANCIAL GROUP INC|NONE|$115,205|—|$115,205|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [PRINCIPAL FINANCIAL GROUP INC](https://planprovider.pro/provider/principal-financial-group-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $1,400,295

- **Estimated Expense Ratio:** 0.251% 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|$1,790,607|$1,675,402|—|—|—|

| 2023|$1,651,739|$1,547,222|—|—|—|

| 2022|$1,986,484|$1,960,722|—|—|$25,762|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/multicare-health-system-plan-001)

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