Children'S Health System, Inc. 401(K) Plan — Form 5500 plan (Children'S Health System, Inc.)
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 Health System, Inc. 401(K) Plan is a benefit plan reported by Children'S Health System, Inc. under EIN 54-1278830 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,633 participants and $275,430,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children'S Health System, Inc.
- EIN
- 54-1278830
- Plan number
- 001
- Plan type
- 2
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 4,633
- End-of-year plan assets
- $275,430,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,633 | H, C | 20241003160333NAL0005034211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $275,430,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $275,430,422
- Net assets (BOY)
- $229,155,478
Income & contributions
- Employer contributions
- $8,167,736
- Participant contributions
- $18,955,285
- Total contributions
- $29,803,764
- Total income / additions
- $68,358,093
Expenses & distributions
- Benefits paid
- $21,530,019
- Administrative expenses
- $537,580
- Total expenses
- $22,083,149
- Net increase / (decrease)
- $46,274,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $535,907 | $28,462 | 2023 |
| Kpmg Llp | ACCOUNTANT | $0 | $30,000 | 2023 |
| Nfp Retirement, Inc. | CONSULTANT | $0 | $25,000 | 2023 |
| Willcox & Savage, P.C. | LEGAL | $0 | $10,018 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Children'S Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Principal Life Insurance Company — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Nfp Retirement, Inc. — Schedule C compensation
- Willcox & Savage, P.C. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation