2023 Form 5500 filing — Rady Children'S Hospital- San Diego 403(B) 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 20241014161557NAL0026686625001) for Rady Children'S Hospital- San Diego 403(B) Plan, reported by Rady Children'S Hospital- San Diego under EIN 95-1691313 and plan number 003. It reports 7,233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014161557NAL0026686625001
Filing year
2023
Form type
2
Plan sponsor
Rady Children'S Hospital- San Diego
EIN
95-1691313
Plan number
003
Location
San Diego, CA
Participants
7,233
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$714,636,438
Total liabilities (EOY)
$0
Net assets (EOY)
$714,636,438
Employer contributions
$16,199,813
Participant contributions
$41,734,206
Total income / additions
$178,599,881
Benefits paid
$50,060,532
Administrative expenses
$264,033
Total expenses
$50,471,440
Net increase / (decrease)
$128,128,441
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$176,462$0
Meketa Investment GroupINVESTMENT ADVISOR$55,766not reported in the loaded dataset
Cbiz C.P.A.S P.C.ACCOUNTANT/AUDITOR$25,305not reported in the loaded dataset
Customized Hr SolutionsCONSULTANT$6,500not reported in the loaded dataset

Related Form 5500 pages