2023 Form 5500 filing — Children'S Hospital And Health System Shared Retirement Savings Plan - 401(K)
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 20240926170000NAL0000607859001) for Children'S Hospital And Health System Shared Retirement Savings Plan - 401(K), reported by Children'S Wisconsin under EIN 39-1500074 and plan number 004. It reports 234 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)$23.1MReported net assets$23,113,658
Participants234
Provider compensation$10K1 Schedule C row(s)$10,048
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926170000NAL0000607859001
- Plan sponsor
- Children'S Wisconsin
- EIN
- 39-1500074
- Plan number
- 004
- Location
- Milwaukee, WI
- 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)$23.1M total assets
Net assets$23.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,113,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,113,658
- Employer contributions
- $886,563
- Participant contributions
- $1,463,511
- Total income / additions
- $5,734,648
- Benefits paid
- $2,025,344
- Administrative expenses
- $11,809
- Total expenses
- $2,037,153
- Net increase / (decrease)
- $3,697,495
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,048 | $0 |