2023 Form 5500 filing — 403(B) Savings Plan For Children'S Hospital & Research Center Oakland
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 20250415200754NAL0001795363001) for 403(B) Savings Plan For Children'S Hospital & Research Center Oakland, reported by Childrens Hospital And Research Center At Oakland under EIN 94-0382330 and plan number 005. It reports 4,690 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)$390.6MReported net assets$390,558,085
Participants4.7K4,690
Provider compensation$580K3 Schedule C row(s)$579,982
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415200754NAL0001795363001
- Plan sponsor
- Childrens Hospital And Research Center At Oakland
- EIN
- 94-0382330
- Plan number
- 005
- Location
- Oakland, CA
- 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)$390.6M total assets
Net assets$390.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $390,558,085
- Net assets (EOY)
- $390,558,085
- Employer contributions
- $1
- Participant contributions
- $23,532,921
- Total income / additions
- $72,547,276
- Benefits paid
- $32,129,932
- Administrative expenses
- $580,622
- Total expenses
- $32,790,306
- Net increase / (decrease)
- $39,756,970
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $579,812 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $120 | $0 |
| Lincoln National Corporation | SERVICE PROVIDER | $50 | $0 |