Nicklaus Children'S Health System Retirement Plan — Form 5500 plan (Nicklaus Childrens Health System)

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, Nicklaus Children'S Health System Retirement Plan is a benefit plan reported by Nicklaus Childrens Health System under EIN 45-3481327 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,937 participants and $517,935,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nicklaus Childrens Health System
EIN
45-3481327
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
5,937
End-of-year plan assets
$517,935,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,937H, C20241015082424NAL0014242595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$517,935,101
Total liabilities (EOY)
$0
Net assets (EOY)
$517,935,101
Net assets (BOY)
$435,384,116

Income & contributions

Employer contributions
$17,006,642
Participant contributions
$26,012,664
Total contributions
$45,574,505
Total income / additions
$108,783,492

Expenses & distributions

Benefits paid
$25,472,092
Administrative expenses
$637,331
Total expenses
$26,232,507
Net increase / (decrease)
$82,550,985

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$990,338$02023
Prudential Insurance Company Of AmeNONE$364,755not reported in the loaded dataset2023
Capfinancial Partners LLCNONE$128,500not reported in the loaded dataset2023
Rsm Us LlpNONE$32,825not reported in the loaded dataset2023

Related Form 5500 pages