The Christ Hospital 403(B) Retirement Savings Plan — Form 5500 plan (The Christ Hospital)

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 Christ Hospital 403(B) Retirement Savings Plan is a benefit plan reported by The Christ Hospital under EIN 31-0538525 and plan number 006. The latest loaded filing year is 2023. The filing reports 8,509 participants and $450,722,113 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$450.7MPlan net assets, end of year$450,722,113
Participants8.5KCovered participants reported8,509
Assets / participant$53KComputed: assets ÷ participants$52,970 (computed)
Provider compensation$542.2K3 Schedule C provider row(s)$542,199
Plan sponsor
The Christ Hospital
EIN
31-0538525
Plan number
006
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,509H, C20241014085121NAL0013025955001
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)$450.7M total assets
Net assets$450.7MLiabilities$0
Money in vs. money out
Total income / additions$118.4M
Total expenses$32.2M
Benefits paid / distributions$31.5M
Contributions
Employer$9.3M
Participant$37.1M
Full reported line items

Net assets

Total assets (EOY)
$450,722,113
Total liabilities (EOY)
$0
Net assets (EOY)
$450,722,113
Net assets (BOY)
$364,471,814

Income & contributions

Employer contributions
$9,259,568
Participant contributions
$37,061,302
Total contributions
$52,584,862
Total income / additions
$118,426,155

Expenses & distributions

Benefits paid
$31,543,356
Administrative expenses
$542,199
Total expenses
$32,175,856
Net increase / (decrease)
$86,250,299
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.

Contribution share (employer vs. participant)
Employer 20%Participant 80%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$405,793$02023
Merrill LynchINVESTMENT ADVISOR$83,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$53,406not reported in the loaded dataset2023

Related Form 5500 pages