The Children'S Hospital Corporation Joint Appointees Retirement Plan — Form 5500 plan (The Children'S Hospital Corporation)

Plain-English plan 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, The Children'S Hospital Corporation Joint Appointees Retirement Plan is a benefit plan reported by The Children'S Hospital Corporation under EIN 04-2774441 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,911 participants and $224,248,466 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$224.2MPlan net assets, end of year$224,248,466
Participants1.9KCovered participants reported1,911
Assets / participant$117.3KComputed: assets ÷ participants$117,346 (computed)
Provider compensation$13.3K2 Schedule C provider row(s)$13,320
Plan sponsor
The Children'S Hospital Corporation
EIN
04-2774441
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,911H, C20240723151809NAL0012018673001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$224.2M total assets
Net assets$224.2MLiabilities$0
Money in vs. money out
Total income / additions$37.3M
Total expenses$11.7M
Benefits paid / distributions$11.7M
Contributions
Employer$6.2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$224,248,466
Total liabilities (EOY)
$0
Net assets (EOY)
$224,248,466
Net assets (BOY)
$198,635,131

Income & contributions

Employer contributions
$6,243,363
Total contributions
$6,243,363
Total income / additions
$37,347,774

Expenses & distributions

Benefits paid
$11,734,439
Administrative expenses
$0
Total expenses
$11,734,439
Net increase / (decrease)
$25,613,335
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCCONSULTANT$13,320not reported in the loaded dataset2023
Fidelity Invsts Inst Oper Co, IncRECORDKEEPER$0$02023

Related Form 5500 pages