# Sutter Health DB Plan
Source: https://planprovider.pro/companies/sutter-health-plan-333

> Sutter Health's DB plan: 40,026 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sutter Health

- **Sponsor EIN:** 942788907

- **Sponsor Address:** 2200 RIVER PLAZA DRIVE, SACRAMENTO, CA, 95833

- **Plan Type:** DB

- **Total Participants:** 40,026

- **Total Assets:** $6.2B

## 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|40,026|$6.2B|$0|$0|

| 2023|37,201|$5.9B|$0|$0|

| 2022|34,955|$5.8B|$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|

| ALIGHT SOLUTIONS LLC|NONE|$2,681,250|—|$2,681,250|

| MARATHON-LONDON|NONE|$1,924,255|—|$1,924,255|

| THE NORTHERN TRUST COMPANY|NONE|$1,636,131|—|$1,636,131|

| DEPRINCE RACE & ZOLLO INC.|NONE|$1,562,356|—|$1,562,356|

| NEXT CENTURY GROWTH INV, LLC|NONE|$1,494,512|—|$1,494,512|

| CAPITAL GUARDIAN TRUST COMPANY|NONE|$1,385,395|—|$1,385,395|

| SANDS CAPITAL MGMT, LLC|NONE|$1,139,417|—|$1,139,417|

| TIMESSQUARE CAPITAL MGMT, LLC|NONE|$992,119|—|$992,119|

| DODGE & COX|NONE|$718,154|—|$718,154|

| BRANDYWINE GLOBAL INV. MGMT|NONE|$645,885|—|$645,885|

| VERUS|NONE|$441,423|—|$441,423|

| TREMBLANT CAPITAL LP|NONE|$434,097|—|$434,097|

| WILLIS TOWERS WATSON|NONE|$393,676|—|$393,676|

| WESTERN ASSET MGMT CO.|NONE|$390,606|—|$390,606|

| PZENA INVESTMENT MGMT|NONE|$334,815|—|$334,815|

| HUBER CAPITAL MGMT, LLC|NONE|$318,615|—|$318,615|

| KROLL|NONE|$276,308|—|$276,308|

| MERGANSER CAPITAL MGMT|NONE|$241,365|—|$241,365|

| ALBOURNE AMERICA LLC|NONE|$233,000|—|$233,000|

| CONDUENT HR SERVICES, LLC|NONE|$204,000|—|$204,000|

| URBAN INVESTMENT ADVISORS|NONE|$174,996|—|$174,996|

| BAILLIE GIFFORD|NONE|$161,226|—|$161,226|

| HERRONPALMER|NONE|$82,490|—|$82,490|

| ERNST & YOUNG LLP|NONE|$80,258|—|$80,258|

| SECURITY CAPITAL RESEARCH & MGMT|NONE|$73,237|—|$73,237|

| PARAMETRIC|NONE|$53,846|—|$53,846|

| GENSTAR CAPITAL PARTNERS IX, L.P|NONE|$40,705|—|$40,705|

| JP MORGAN INSTITUTIONAL INV.|NONE|$37,199|—|$37,199|

| BURGISS GROUP LLC|NONE|$36,160|—|$36,160|

| MELLON INVESTMENTS CORPORATION|NONE|$24,098|—|$24,098|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [WILLIS TOWERS WATSON](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:** $18,211,594

- **Estimated Expense Ratio:** 0.296% 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|$24,554,225|$11,766,432|$2,885,250|$80,258|—|

| 2023|$24,143,449|$11,144,651|$2,813,925|$181,314|—|

| 2022|$25,033,684|$14,344,723|$1,343,809|—|$1,783,971|

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