Children'S Of Alabama 401(K) Plan — Form 5500 plan (The Children'S Hospital Of Alabama)
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 Of Alabama 401(K) Plan is a benefit plan reported by The Children'S Hospital Of Alabama under EIN 63-0307306 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,615 participants and $544,371,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Children'S Hospital Of Alabama
- EIN
- 63-0307306
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 6,615
- End-of-year plan assets
- $544,371,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,615 | H, C | 20240730131238NAL0020739425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $544,371,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,371,817
- Net assets (BOY)
- $456,905,220
Income & contributions
- Employer contributions
- $11,644,477
- Participant contributions
- $27,096,537
- Total contributions
- $39,839,982
- Total income / additions
- $124,686,050
Expenses & distributions
- Benefits paid
- $36,798,747
- Administrative expenses
- $351,686
- Total expenses
- $37,219,453
- Net increase / (decrease)
- $87,466,597
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $229,510 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $78,092 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $45,146 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Children'S Hospital Of Alabama
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Fidelity Investments Institutional — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation