2023 Form 5500 filing — Children'S Of Alabama 401(K) 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 20240730131238NAL0020739425001) for Children'S Of Alabama 401(K) Plan, reported by The Children'S Hospital Of Alabama under EIN 63-0307306 and plan number 001. It reports 6,615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730131238NAL0020739425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Children'S Hospital Of Alabama
- EIN
- 63-0307306
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 6,615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $544,371,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $544,371,817
- Employer contributions
- $11,644,477
- Participant contributions
- $27,096,537
- Total income / additions
- $124,686,050
- Benefits paid
- $36,798,747
- Administrative expenses
- $351,686
- Total expenses
- $37,219,453
- Net increase / (decrease)
- $87,466,597
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $229,510 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $78,092 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $45,146 | not reported in the loaded dataset |