The Children'S Mercy Hospital Retirement Plan — Form 5500 plan (The Children'S Mercy Hospital)
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, The Children'S Mercy Hospital Retirement Plan is a benefit plan reported by The Children'S Mercy Hospital under EIN 44-0605373 and plan number 004. The latest loaded filing year is 2023. The filing reports 8,714 participants and $503,089,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Children'S Mercy Hospital
- EIN
- 44-0605373
- Plan number
- 004
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 8,714
- End-of-year plan assets
- $503,089,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,714 | H, C | 20240729160950NAL0019090913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $503,089,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $503,089,354
- Net assets (BOY)
- $433,209,554
Income & contributions
- Employer contributions
- $26,624,776
- Total contributions
- $26,710,182
- Total income / additions
- $93,284,372
Expenses & distributions
- Benefits paid
- $23,058,659
- Administrative expenses
- $345,913
- Total expenses
- $23,404,572
- Net increase / (decrease)
- $69,879,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $222,792 | $0 | 2023 |
| Cap Financial Partners, LLC | NONE | $25,870 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Svcs LLC | NONE | $22,959 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $13,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Children'S Mercy Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Tiaa — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Cbiz Investment Advisory Svcs LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation