2023 Form 5500 filing — Shriners Hospitals For Children 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 20250109193210NAL0007273027001) for Shriners Hospitals For Children Retirement Savings Plan, reported by Shriners Hospitals For Children under EIN 36-2193608 and plan number 002. It reports 7,772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109193210NAL0007273027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shriners Hospitals For Children
- EIN
- 36-2193608
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 7,772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $688,396,865
- Net assets (EOY)
- $688,396,865
- Employer contributions
- $13,078,656
- Participant contributions
- $28,959,001
- Total income / additions
- $153,886,385
- Benefits paid
- $69,709,267
- Administrative expenses
- $693,906
- Total expenses
- $70,706,171
- Net increase / (decrease)
- $83,180,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $674,709 | $0 |
| Cbiz Cpas P.C. | AUDITOR | $15,225 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $1,071 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |