2023 Form 5500 filing — Children'S Mercy Hospital Tax-Deferred Annuity Retirement 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 20240729160621NAL0011218259001) for Children'S Mercy Hospital Tax-Deferred Annuity Retirement Plan, reported by The Childrens Mercy Hospital under EIN 44-0605373 and plan number 002. It reports 11,973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729160621NAL0011218259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Childrens Mercy Hospital
- EIN
- 44-0605373
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 11,973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $969,276,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $969,276,726
- Employer contributions
- $19,541,380
- Participant contributions
- $58,244,097
- Total income / additions
- $208,707,105
- Benefits paid
- $46,008,171
- Administrative expenses
- $590,597
- Total expenses
- $46,853,233
- Net increase / (decrease)
- $161,853,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $485,954 | $0 |
| Cap Financial Partners, LLC | NONE | $48,402 | not reported in the loaded dataset |
| Cbiz Investment Advisory Svcs. LLC | NONE | $43,115 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $13,125 | not reported in the loaded dataset |