2023 Form 5500 filing — Retirement Plan For Children'S Hospital & Research Center At Oakland Unrepresented Employees
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 20250415193346NAL0006501712001) for Retirement Plan For Children'S Hospital & Research Center At Oakland Unrepresented Employees, reported by Children'S Hospital & Research Center At Oakland under EIN 94-0382330 and plan number 007. It reports 347 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415193346NAL0006501712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Children'S Hospital & Research Center At Oakland
- EIN
- 94-0382330
- Plan number
- 007
- Location
- Oakland, CA
- Participants
- 347
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,235,024
- Total liabilities (EOY)
- $13,303
- Net assets (EOY)
- $118,221,721
- Employer contributions
- $7,000,000
- Total income / additions
- $24,446,515
- Benefits paid
- $12,731,521
- Administrative expenses
- $767,999
- Total expenses
- $13,499,520
- Net increase / (decrease)
- $10,946,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services, Inc. | NONE | $357,638 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $74,557 | $0 |
| Transamerica Retirement Solutions | NONE | $30,723 | not reported in the loaded dataset |
| Hanson Bridgett Llp | NONE | $23,525 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $22,000 | not reported in the loaded dataset |