Shriners Hospitals For Children Employees' Retirement Plan — Form 5500 plan (Shriners Hospitals For Children)
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, Shriners Hospitals For Children Employees' Retirement Plan is a benefit plan reported by Shriners Hospitals For Children under EIN 36-2193608 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,749 participants and $667,999,664 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shriners Hospitals For Children
- EIN
- 36-2193608
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 4,749
- End-of-year plan assets
- $667,999,664
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,749 | H, C | 20250430100601NAL0001756577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $667,999,664
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $667,999,664
- Net assets (BOY)
- $623,175,655
Income & contributions
- Employer contributions
- $15,000,000
- Total contributions
- $15,000,000
- Total income / additions
- $83,304,649
Expenses & distributions
- Benefits paid
- $35,751,047
- Administrative expenses
- $2,729,593
- Total expenses
- $38,480,640
- Net increase / (decrease)
- $44,824,009
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Investment Mgmt. Co. LLC | NONE | $556,147 | $0 | 2023 |
| Northern Trust Company | TRUSTEE | $217,108 | $0 | 2023 |
| Transamerica Retirement Solutions | NONE | $205,946 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trst Co, Na | NONE | $179,749 | $0 | 2023 |
| Artio Global Inc. | NONE | $165,691 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $126,890 | not reported in the loaded dataset | 2023 |
| Balentine, LLC | NONE | $107,376 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $81,741 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $21,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shriners Hospitals For Children
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Pacific Investment Mgmt. Co. LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Blackrock Institutional Trst Co, Na — Schedule C compensation
- Artio Global Inc. — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Balentine, LLC — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation