form5500lookup

Form 5500 · Retirement plan · SAN FRANCISCO, CA

VIRGINIA MASON FRANCISCAN HEALTH

The filing calls this plan CHI FRANCISCAN HEALTH RETIREMENT SAVINGS PLAN.

VIRGINIA MASON FRANCISCAN HEALTH of SAN FRANCISCO, CA files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by AMERICAN UNITED LIFE INSURANCE COMPANY and 2 other insurers. 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
Contract year ends
Augustas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 91-0712166 · plan 001 · plan year 2024, filed Sep 30, 2025

Participants at the start of the year
1,184
Contracts on file
3
Contract value
—
Plan year end
August

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN UNITED LIFE INSURANCE COMPANY.

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 August.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC0August—$0
LINCOLN-APSAnnuity / GIC0August—$0
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC0August—$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
VIRGINIA MASON FRANCISCAN HEALTH
EIN 91-0712166
STRATEGIC ADVISORS INC
ADVISOR · EIN 04-2654524
$48,169
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.

Reported to OSHA

Reported to OSHA for 2025: 776 employees, 54 recordable cases, 307 days away from work.

EmployeesThe company's own average for the year
776
Hours worked
1,079,818
Recordable cases
54
Days away from work
307

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Paid out in benefits
$8,203,841
Participants at the start of the year
1,184
Participants with account balances
0

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

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

This plan filed under the Department of Labor's voluntary program for late filings.

More employer plans in California — largest plans, brokers, carriers and renewal months.