Plan5500

Children'S Health System, Inc. Defined Contribution Plan — Form 5500 plan (Children'S 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 Health System, Inc. Defined Contribution Plan is a benefit plan reported by Children'S Health System, Inc. under EIN 54-1278830 and plan number 002. The latest loaded filing year is 2023. The filing reports 949 participants and $80,264,121 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Children'S Health System, Inc.
EIN
54-1278830
Plan number
002
Plan type
2
Location
Norfolk, VA
Latest filing year
2023
Participants
949
End-of-year plan assets
$80,264,121

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023949H, C20241003160415NAL0010136193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,264,121
Total liabilities (EOY)
$0
Net assets (EOY)
$80,264,121
Net assets (BOY)
$76,272,032

Income & contributions

Total contributions
$0
Total income / additions
$10,336,190

Expenses & distributions

Benefits paid
$6,166,002
Administrative expenses
$170,276
Total expenses
$6,344,101
Net increase / (decrease)
$3,992,089

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$164,044$3,6392023
Nfp RetirementCONSULTANT$6,232$18,7502023
Kpmg LlpACCOUNTANT$0$16,0002023
Willcox & Savage, P.C.LEGAL$0$7,2192023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages