2023 Form 5500 filing — Children'S Hospital And Health System Shared Retirement Savings 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 20240926170358NAL0000989521001) for Children'S Hospital And Health System Shared Retirement Savings Plan, reported by Childrens Hospital And Health System, Inc. under EIN 39-1500074 and plan number 003. It reports 7,550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926170358NAL0000989521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Childrens Hospital And Health System, Inc.
- EIN
- 39-1500074
- Plan number
- 003
- Location
- Milwaukee, WI
- Participants
- 7,550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $898,092,237
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $898,092,237
- Employer contributions
- $24,165,760
- Participant contributions
- $39,999,931
- Total income / additions
- $202,494,848
- Benefits paid
- $63,770,198
- Administrative expenses
- $620,707
- Total expenses
- $64,435,156
- Net increase / (decrease)
- $138,059,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $520,608 | $0 |
| Marquette Associates, Inc. | INVESTMENT MANAGER | $80,955 | not reported in the loaded dataset |
| Wipfli Llp | AUDITOR | $17,750 | not reported in the loaded dataset |