403(B) Savings Plan For Children'S Hospital & Research Center Oakland — Form 5500 plan (Childrens Hospital And Research Center At Oakland)

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, 403(B) Savings Plan For Children'S Hospital & Research Center Oakland is a benefit plan reported by Childrens Hospital And Research Center At Oakland under EIN 94-0382330 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,690 participants and $390,558,085 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$390.6MPlan net assets, end of year$390,558,085
Participants4.7KCovered participants reported4,690
Assets / participant$83.3KComputed: assets ÷ participants$83,275 (computed)
Provider compensation$580K3 Schedule C provider row(s)$579,982
Plan sponsor
Childrens Hospital And Research Center At Oakland
EIN
94-0382330
Plan number
005
Plan type
2
Location
Oakland, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,690H, C20250415200754NAL0001795363001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$390.6M total assets
Net assets$390.6MLiabilities
Money in vs. money out
Total income / additions$72.5M
Total expenses$32.8M
Benefits paid / distributions$32.1M
Contributions
Employer$1
Participant$23.5M
Full reported line items

Net assets

Total assets (EOY)
$390,558,085
Net assets (EOY)
$390,558,085
Net assets (BOY)
$350,801,115

Income & contributions

Employer contributions
$1
Participant contributions
$23,532,921
Total contributions
$24,989,947
Total income / additions
$72,547,276

Expenses & distributions

Benefits paid
$32,129,932
Administrative expenses
$580,622
Total expenses
$32,790,306
Net increase / (decrease)
$39,756,970
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$579,812$02023
Fidelity Investments InstitutionalRECORDKEEPER$120$02023
Lincoln National CorporationSERVICE PROVIDER$50$02023

Related Form 5500 pages