403(B) Savings Plan For Children'S Hospital & Research Center Oakland — Form 5500 plan (Childrens Hospital And 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, 403(B) Savings Plan For Children'S Hospital & Research Center Oakland is a benefit plan reported by Childrens Hospital And Research Center At Oakland under EIN 94-0382330 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,690 participants and $390,558,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Childrens Hospital And Research Center At Oakland
- EIN
- 94-0382330
- Plan number
- 005
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,690 | H, C | 20250415200754NAL0001795363001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $390,558,085
- Net assets (EOY)
- $390,558,085
- Net assets (BOY)
- $350,801,115
Income & contributions
- Employer contributions
- $1
- Participant contributions
- $23,532,921
- Total contributions
- $24,989,947
- Total income / additions
- $72,547,276
Expenses & distributions
- Benefits paid
- $32,129,932
- Administrative expenses
- $580,622
- Total expenses
- $32,790,306
- Net increase / (decrease)
- $39,756,970
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $579,812 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $120 | $0 | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $50 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Childrens Hospital And 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
- Fidelity Investments Institutional — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation