2023 Form 5500 filing — Nicklaus Children'S Health System 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 20241015082424NAL0014242595001) for Nicklaus Children'S Health System Retirement Plan, reported by Nicklaus Childrens Health System under EIN 45-3481327 and plan number 001. It reports 5,937 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082424NAL0014242595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nicklaus Childrens Health System
- EIN
- 45-3481327
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 5,937
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $517,935,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $517,935,101
- Employer contributions
- $17,006,642
- Participant contributions
- $26,012,664
- Total income / additions
- $108,783,492
- Benefits paid
- $25,472,092
- Administrative expenses
- $637,331
- Total expenses
- $26,232,507
- Net increase / (decrease)
- $82,550,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $990,338 | $0 |
| Prudential Insurance Company Of Ame | NONE | $364,755 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $128,500 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $32,825 | not reported in the loaded dataset |