Children'S Hospital Of Orange County Retirement Accumulation Plan — Form 5500 plan (Children'S Hospital Of Orange County)

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 Hospital Of Orange County Retirement Accumulation Plan is a benefit plan reported by Children'S Hospital Of Orange County under EIN 95-2321786 and plan number 005. The latest loaded filing year is 2023. The filing reports 6,442 participants and $498,288,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Children'S Hospital Of Orange County
EIN
95-2321786
Plan number
005
Plan type
2
Location
Orange, CA
Latest filing year
2023
Participants
6,442
End-of-year plan assets
$498,288,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,442H, C20240926161143NAL0000511347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$498,288,647
Total liabilities (EOY)
$0
Net assets (EOY)
$498,288,647
Net assets (BOY)
$403,662,635

Income & contributions

Employer contributions
$12,307,219
Participant contributions
$30,472,093
Total contributions
$47,330,699
Total income / additions
$119,280,008

Expenses & distributions

Benefits paid
$23,983,765
Administrative expenses
$512,682
Total expenses
$24,653,996
Net increase / (decrease)
$94,626,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$313,666not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$198,416$02023

Related Form 5500 pages