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Form 5500 · Retirement plan · STANFORD, CA

STANFORD HEALTH CARE

The filing calls this plan STANFORD HEALTH CARE RETIREMENT SAVINGS PLAN.

STANFORD HEALTH CARE of STANFORD, CA's retirement plan holds 6 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
NEW YORK LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-6174066 · plan 002 · plan year 2025, filed Sep 22, 2026

Participants at the start of the year
39,275
Contracts on file
6
Contract value
$204,826,459
Plan year end
December

Plan brief

Schedule A lists 6 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $204,826,459 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC10,000December$61,779,833$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC18December$434,475$0
PRUDENTIAL INSURANCE COMPANY OF AMERICAAnnuity / GIC3December$268,927$0
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC14December$72,832$0
TIAA-CREFAnnuity / GIC0December$1,624$0
TIAA-CREFAnnuity / GIC5,321December$142,268,768$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
STANFORD HEALTH CARE
EIN 94-6174066
MERCER
Named on Schedule C · EIN 30-0282430
$77,561
paid directly by the plan
WILLIS TOWERS WATSON
Named on Schedule C · EIN 53-0181291
$23,469
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$8,577,568,566
Paid out in benefits
$348,757,986
Participants at the start of the year
39,275
Participants with account balances
39,123

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 30-1413443
BAKER TILLY US, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$61,000

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

Employee Health And Welfare Benefit PlanInsured benefit plan · 12 Schedule A contractsRenews ~Jan 1Retiree Health Benefit PlanInsured benefit plan · 1 Schedule A contractRenews ~Jan 1Staff Pension PlanForm 5500 filing · no insured Schedule A contractsplan 004Form 5500 filing · no insured Schedule A contracts

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