2023 Form 5500 filing — The Children'S Hospital Corporation Tax-Deferred Annuity Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723133252NAL0007317251001) for The Children'S Hospital Corporation Tax-Deferred Annuity Plan, reported by The Children'S Hospital Corporation under EIN 04-2774441 and plan number 004. It reports 22,501 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4BReported net assets$1,374,069,891
Participants22.5K22,501
Provider compensation$120.2K2 Schedule C row(s)$120,197
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723133252NAL0007317251001
Plan sponsor
The Children'S Hospital Corporation
EIN
04-2774441
Plan number
004
Location
Boston, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.4B total assets
Net assets$1.4BLiabilities$0
Money in vs. money out
Total income / additions$332.3M
Total expenses$80.7M
Benefits paid / distributions$80.7M
Contributions
Employer$11.8M
Participant$89.6M
Full reported line items
Total assets (EOY)
$1,374,069,891
Total liabilities (EOY)
$0
Net assets (EOY)
$1,374,069,891
Employer contributions
$11,815,062
Participant contributions
$89,557,580
Total income / additions
$332,310,073
Benefits paid
$80,677,074
Administrative expenses
$0
Total expenses
$80,677,074
Net increase / (decrease)
$251,632,999

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners LLCCONSULTANT$120,197not reported in the loaded dataset
Fidelity Invsts Inst Oper Co, IncRECORDKEEPER$0$0

Related Form 5500 pages