Children'S Hospital And Health System Shared Retirement Savings Plan — Form 5500 plan (Childrens Hospital And Health System, Inc.)
Plain-English plan 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, Children'S Hospital And Health System Shared Retirement Savings Plan is a benefit plan reported by Childrens Hospital And Health System, Inc. under EIN 39-1500074 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,550 participants and $898,092,237 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childrens Hospital And Health System, Inc.
- EIN
- 39-1500074
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 7,550
- End-of-year plan assets
- $898,092,237
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,550 | H, C | 20240926170358NAL0000989521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $898,092,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $898,092,237
- Net assets (BOY)
- $760,032,545
Income & contributions
- Employer contributions
- $24,165,760
- Participant contributions
- $39,999,931
- Total contributions
- $73,108,228
- Total income / additions
- $202,494,848
Expenses & distributions
- Benefits paid
- $63,770,198
- Administrative expenses
- $620,707
- Total expenses
- $64,435,156
- Net increase / (decrease)
- $138,059,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $520,608 | $0 | 2023 |
| Marquette Associates, Inc. | INVESTMENT MANAGER | $80,955 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | AUDITOR | $17,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childrens Hospital And Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Fidelity Investments Institutional — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Wipfli Llp — Schedule C compensation