Rady Children'S Hospital- San Diego 403(B) Plan — Form 5500 plan (Rady Children'S Hospital- San Diego)
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, Rady Children'S Hospital- San Diego 403(B) Plan is a benefit plan reported by Rady Children'S Hospital- San Diego under EIN 95-1691313 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,233 participants and $714,636,438 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rady Children'S Hospital- San Diego
- EIN
- 95-1691313
- Plan number
- 003
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 7,233
- End-of-year plan assets
- $714,636,438
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,233 | H, C | 20241014161557NAL0026686625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $714,636,438
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $714,636,438
- Net assets (BOY)
- $586,507,997
Income & contributions
- Employer contributions
- $16,199,813
- Participant contributions
- $41,734,206
- Total contributions
- $63,162,928
- Total income / additions
- $178,599,881
Expenses & distributions
- Benefits paid
- $50,060,532
- Administrative expenses
- $264,033
- Total expenses
- $50,471,440
- Net increase / (decrease)
- $128,128,441
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $176,462 | $0 | 2023 |
| Meketa Investment Group | INVESTMENT ADVISOR | $55,766 | not reported in the loaded dataset | 2023 |
| Cbiz C.P.A.S P.C. | ACCOUNTANT/AUDITOR | $25,305 | not reported in the loaded dataset | 2023 |
| Customized Hr Solutions | CONSULTANT | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rady Children'S Hospital- San Diego
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Fidelity Investments Institutional — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Cbiz C.P.A.S P.C. — Schedule C compensation
- Customized Hr Solutions — Schedule C compensation