Plan Snapshot
- Plan Sponsor: Providence Health & Services
- Sponsor EIN: 471530319
- Sponsor Address: 1801 LIND AVE SW, RENTON, WA, 98057
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.1B
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 | 0 | $1.1B | $0 | $0 |
| 2023 | 0 | $1.1B | $0 | $0 |
| 2022 | 0 | $1.1B | $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 |
|---|---|---|---|---|
| SWEDISH HEALTH SERVICES | Other Service Provider | $4,957,682 | — | $4,957,682 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $474,169 | — | $474,169 |
| PIMCO | Other Service Provider | $446,019 | — | $446,019 |
| MILLIMAN INC | Recordkeeper | $382,060 | — | $382,060 |
| BROOKFIELD US INC. | Other Service Provider | $281,394 | — | $281,394 |
| NORTHERN TRUST | Other Service Provider | $270,351 | — | $270,351 |
| PROVIDENCE HEALTH & SERVICES | Other Service Provider | $191,626 | — | $191,626 |
| MERCER | Investment Advisor | $153,444 | — | $153,444 |
| RUSSELL INVESTMENTS | Investment Advisor | $117,665 | — | $117,665 |
| CLARK NUBER | Other Service Provider | $99,600 | — | $99,600 |
| LSV ASSET MANAGEMENT | Other Service Provider | $98,135 | — | $98,135 |
| JP MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $51,520 | — | $51,520 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $50,959 | — | $50,959 |
| WCM INVESTMENT MANAGEMENT LLC | Other Service Provider | $50,113 | — | $50,113 |
| RBC GLOBAL ASSET MANAGEMENT (U.S.) | Recordkeeper | $41,257 | — | $41,257 |
| SEVEN SIMPLE MACHINES | Other Service Provider | $35,202 | — | $35,202 |
| BLOOMBERG FINANCE L.P. | Other Service Provider | $16,746 | — | $16,746 |
| INSTITUTIONAL SHAREHOLDER SERVICES | Other Service Provider | $9,615 | — | $9,615 |
| MERCY INVESTMENT SERVICES INC | Other Service Provider | $9,593 | — | $9,593 |
| INTERFAITH CENTER ON CORP RESPONSIB | Other Service Provider | $6,325 | — | $6,325 |
| MORGAN STANLEY CAPITAL INTERNATIONA | Other Service Provider | $6,059 | — | $6,059 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — Recordkeeper
- MERCER — Investment Advisor
- RUSSELL INVESTMENTS — Investment Advisor
- JP MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- RBC GLOBAL ASSET MANAGEMENT (U.S.) — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,749,534
- Estimated Expense Ratio: 0.708% 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 | $9,562,791 | $3,884,561 | $35,202 | $99,600 | — |
| 2023 | $8,341,547 | $2,727,977 | $54,241 | $78,831 | — |
| 2022 | $7,452,621 | $2,178,308 | $520,323 | — | — |