Retirement Plan For Children'S Hospital & Research Center At Oakland — Form 5500 plan (Children'S Hospital & Research Center At Oakland)
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, Retirement Plan For Children'S Hospital & Research Center At Oakland is a benefit plan reported by Children'S Hospital & Research Center At Oakland under EIN 94-0382330 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,076 participants and $527,801,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Children'S Hospital & Research Center At Oakland
- EIN
- 94-0382330
- Plan number
- 001
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 4,076
- End-of-year plan assets
- $527,801,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,076 | H, C | 20241015163526NAL0030359649001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $527,801,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $527,801,882
- Net assets (BOY)
- $457,092,450
Income & contributions
- Employer contributions
- $30,000,000
- Total contributions
- $30,000,000
- Total income / additions
- $111,567,110
Expenses & distributions
- Benefits paid
- $52,037,060
- Administrative expenses
- $3,704,858
- Total expenses
- $55,741,918
- Net increase / (decrease)
- $55,825,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $260,193 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services, Inc. | NONE | $228,078 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $106,796 | $0 | 2023 |
| Moss Adams Llp | NONE | $47,000 | not reported in the loaded dataset | 2023 |
| Hanson Bridgett Llp | NONE | $31,147 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Children'S Hospital & Research Center At Oakland
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Transamerica Retirement Solutions — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Hanson Bridgett Llp — Schedule C compensation