# Cottage Health System Cash Balance Retirement Plan

Cottage Health System Cash Balance Retirement Plan is a Pension Fund based in Santa Barbara, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, California, United States
- **Founded:** 1888
- **Assets under management:** Undisclosed
- **Website:** cottagehealth.org
- **LinkedIn:** https://www.linkedin.com/company/cottage-health

## Regulatory record

- **Reports private funds:** No

## About

The Cottage Health System Cash Balance Retirement Plan operates as a defined benefit pension plan. It calculates participant benefits using a formula that converts credited service and compensation into a notional account balance. Joan Bricher holds responsibility for plan administration in her role as CFO of the sponsor organization. Cottage Health System maintains the plan for its employees. Benefits are expressed as a single-sum distribution amount at retirement age. The plan sits alongside the Cottage Health Foundation as a related vehicle of the health system. Ron Werft leads Cottage Health System as President and CEO. Lisa Moore serves as Executive Vice President and COO. Thomas J. Kenny previously sat on the investment committee. No additional offices or headcount figures appear in available records. The plan's architecture remains tied directly to its corporate sponsor without separate investment staff or external mandates disclosed.

## People

- Joan Bricher — Vice President and Chief Financial Officer; Plan Administrator
- Ron Werft — President and CEO
- Thomas J. Kenny — Former Investment Committee Member
- Lisa Moore — Executive Vice President and COO

## Questions

### Who runs investment decisions at Cottage Health System Cash Balance Retirement Plan?

Joan Bricher serves as Plan Administrator. Thomas J. Kenny previously held a seat on the investment committee. No current committee composition is disclosed.

### How is Cottage Health System Cash Balance Retirement Plan structured relative to its sponsor?

The plan functions as a defined benefit vehicle sponsored by Cottage Health System. Benefits follow a cash balance formula. The plan remains integrated with the health system's operations.

### Does Cottage Health System Cash Balance Retirement Plan maintain separate investment vehicles or foundations?

The Cottage Health Foundation exists as a related philanthropic entity. No separate investment funds or external vehicles are identified for the retirement plan itself.

## Related profiles

- [Cothran Capital](https://altss.com/profile/cothran-capital)
- [Cotton Creek Capital](https://altss.com/profile/cotton-creek-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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