2023 Form 5500 filing — Shriners Hospitals For Children Employees' 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 20250430100601NAL0001756577001) for Shriners Hospitals For Children Employees' Retirement Plan, reported by Shriners Hospitals For Children under EIN 36-2193608 and plan number 001. It reports 4,749 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430100601NAL0001756577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shriners Hospitals For Children
- EIN
- 36-2193608
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 4,749
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $667,999,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $667,999,664
- Employer contributions
- $15,000,000
- Total income / additions
- $83,304,649
- Benefits paid
- $35,751,047
- Administrative expenses
- $2,729,593
- Total expenses
- $38,480,640
- Net increase / (decrease)
- $44,824,009
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Investment Mgmt. Co. LLC | NONE | $556,147 | $0 |
| Northern Trust Company | TRUSTEE | $217,108 | $0 |
| Transamerica Retirement Solutions | NONE | $205,946 | not reported in the loaded dataset |
| Blackrock Institutional Trst Co, Na | NONE | $179,749 | $0 |
| Artio Global Inc. | NONE | $165,691 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $126,890 | not reported in the loaded dataset |
| Balentine, LLC | NONE | $107,376 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $81,741 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $21,000 | not reported in the loaded dataset |