2023 Form 5500 filing — The Retirement Plan Of Rady Childrens Hospital And Health Center
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 20250225171034NAL0008419411001) for The Retirement Plan Of Rady Childrens Hospital And Health Center, reported by Rady Childrens Hospital And Health Center under EIN 95-1691313 and plan number 001. It reports 3,914 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250225171034NAL0008419411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rady Childrens Hospital And Health Center
- EIN
- 95-1691313
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 3,914
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $450,716,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $450,716,032
- Total income / additions
- $49,357,461
- Benefits paid
- $15,187,162
- Administrative expenses
- $1,398,729
- Total expenses
- $16,585,891
- Net increase / (decrease)
- $32,771,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $321,655 | $0 |
| Northern Trust Company | TRUSTEE | $138,283 | not reported in the loaded dataset |
| Wellington Trust Company | INVESTMENT MANAGEMENT | $114,572 | not reported in the loaded dataset |
| Meketa Investment Croup, Inc. | CONSULTANT | $71,331 | not reported in the loaded dataset |
| Longfellow Investment Management Co | INVESTMENT MANAGEMENT | $67,778 | not reported in the loaded dataset |
| Cook Street Consulting, Inc. | CONSULTANT | $60,373 | not reported in the loaded dataset |
| Rhumbline | OTHER | $31,230 | not reported in the loaded dataset |
| Cbiz C.P.A.S P.C. | AUDITOR | $24,610 | not reported in the loaded dataset |
| State Street Research & Management | INVESTMENT MANAGEMENT | $19,900 | not reported in the loaded dataset |
| Stepstone Real Estate Lp | CONSULTING | $18,750 | not reported in the loaded dataset |
| Rhumbline Advisors Fund | TRUSTEE | $8,848 | not reported in the loaded dataset |
| Customized Hr Solutions, LLC | CONSULTANT | $6,500 | not reported in the loaded dataset |