2023 Form 5500 filing — The Christ Hospital 403(B) 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 20241014085121NAL0013025955001) for The Christ Hospital 403(B) Retirement Savings Plan, reported by The Christ Hospital under EIN 31-0538525 and plan number 006. It reports 8,509 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)$450.7MReported net assets$450,722,113
Participants8.5K8,509
Provider compensation$542.2K3 Schedule C row(s)$542,199
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014085121NAL0013025955001
- Plan sponsor
- The Christ Hospital
- EIN
- 31-0538525
- Plan number
- 006
- Location
- Cincinnati, OH
- 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)$450.7M total assets
Net assets$450.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $450,722,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $450,722,113
- Employer contributions
- $9,259,568
- Participant contributions
- $37,061,302
- Total income / additions
- $118,426,155
- Benefits paid
- $31,543,356
- Administrative expenses
- $542,199
- Total expenses
- $32,175,856
- Net increase / (decrease)
- $86,250,299
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $405,793 | $0 |
| Merrill Lynch | INVESTMENT ADVISOR | $83,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $53,406 | not reported in the loaded dataset |