Shriners Hospitals For Children Retirement Savings 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 Retirement Savings Plan is a benefit plan reported by Shriners Hospitals For Children under EIN 36-2193608 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,772 participants and $688,396,865 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
- 002
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 7,772
- End-of-year plan assets
- $688,396,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,772 | H, C | 20250109193210NAL0007273027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $688,396,865
- Net assets (EOY)
- $688,396,865
- Net assets (BOY)
- $605,216,651
Income & contributions
- Employer contributions
- $13,078,656
- Participant contributions
- $28,959,001
- Total contributions
- $47,456,370
- Total income / additions
- $153,886,385
Expenses & distributions
- Benefits paid
- $69,709,267
- Administrative expenses
- $693,906
- Total expenses
- $70,706,171
- Net increase / (decrease)
- $83,180,214
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $674,709 | $0 | 2023 |
| Cbiz Cpas P.C. | AUDITOR | $15,225 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $1,071 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 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
- Transamerica Retirement Solutions — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- National Financial Services — Schedule C compensation