Plan Ledger DOL Form 5500 · updated monthly

Sutter Bay Hospitals403(b)

CALIFORNIA PACIFIC MEDICAL CENTER EMPLOYEE SAVINGS INCENTIVE DEFERRAL PLAN (ESIP III) · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Sutter Bay Hospitals reported $10,647 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.016%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,372nd-largest of 9,483 plans among California employers on file, and the 1,487th of 11,911 in health care & social assistance. active participation has shrunk from 325 to 268 since 2022.

Plan summary
Net assets, end of year$67,125,720
Participants with balances1,101
Active participants268
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$60,968
Benefits paid to participants$7,707,741
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$67.1M · 1,101 accts
2023$67.0M · 1,174 accts
2022$62.3M · 1,230 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,517
Total administrative$10,647
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VARIABLE ANNUITY LIFE INSURANCE CO. · Custodial (securities) · Investment advisory (participants)$10,517
LINCOLN NATIONAL CORPORATION · Contract administrator$100
METROPOLITAN LIFE INSURANCE COMPANY$30

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$10,647 · 0.02%
2023$10,319 · 0.02%
2022$10,652 · 0.02%
All plans at this employer4
CALIFORNIA PACIFIC MEDICAL CENTER EMPLOYEE SAVINGS INCENTIVE DEFERRAL PLAN (ESIP III)403(b)
CALIFORNIA PACIFIC MEDICAL CENTER VOLUNTARY PLAN403(b)
EDEN MEDICAL CENTER NURSES PLAN403(b)
ALTA BATES SUMMIT 403(B) TDA RETIREMENT PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · California
Sansum Clinic CA$67.1M · 0.21%
Staar Surgical Company CA$65.5M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940562680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.