Children'S Mercy Hospital Tax-Deferred Annuity Retirement Plan — Form 5500 plan (The Childrens Mercy 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, Children'S Mercy Hospital Tax-Deferred Annuity Retirement Plan is a benefit plan reported by The Childrens Mercy Hospital under EIN 44-0605373 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,973 participants and $969,276,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Childrens Mercy Hospital
- EIN
- 44-0605373
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 11,973
- End-of-year plan assets
- $969,276,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,973 | H, C | 20240729160621NAL0011218259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $969,276,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $969,276,726
- Net assets (BOY)
- $807,422,854
Income & contributions
- Employer contributions
- $19,541,380
- Participant contributions
- $58,244,097
- Total contributions
- $81,839,536
- Total income / additions
- $208,707,105
Expenses & distributions
- Benefits paid
- $46,008,171
- Administrative expenses
- $590,597
- Total expenses
- $46,853,233
- Net increase / (decrease)
- $161,853,872
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $485,954 | $0 | 2023 |
| Cap Financial Partners, LLC | NONE | $48,402 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Svcs. LLC | NONE | $43,115 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $13,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Childrens Mercy Hospital
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Tiaa — Schedule C compensation
- Cap Financial Partners, LLC — Schedule C compensation
- Cbiz Investment Advisory Svcs. LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation