2023 Form 5500 filing — The Children'S Hospital Corporation Joint Appointees Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723151809NAL0012018673001) for The Children'S Hospital Corporation Joint Appointees Retirement Plan, reported by The Children'S Hospital Corporation under EIN 04-2774441 and plan number 002. It reports 1,911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$224.2MReported net assets$224,248,466
Participants1.9K1,911
Provider compensation$13.3K2 Schedule C row(s)$13,320
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240723151809NAL0012018673001
Plan sponsor
The Children'S Hospital Corporation
EIN
04-2774441
Plan number
002
Location
Boston, MA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$224.2M total assets
Net assets$224.2MLiabilities$0
Money in vs. money out
Total income / additions$37.3M
Total expenses$11.7M
Benefits paid / distributions$11.7M
Contributions
Employer$6.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$224,248,466
Total liabilities (EOY)
$0
Net assets (EOY)
$224,248,466
Employer contributions
$6,243,363
Total income / additions
$37,347,774
Benefits paid
$11,734,439
Administrative expenses
$0
Total expenses
$11,734,439
Net increase / (decrease)
$25,613,335

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capfinancial Partners LLCCONSULTANT$13,320not reported in the loaded dataset
Fidelity Invsts Inst Oper Co, IncRECORDKEEPER$0$0

Related Form 5500 pages