Retirement Plan For Children'S Hospital & Research Center At Oakland Unrepresented Employees — 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 Unrepresented Employees is a benefit plan reported by Children'S Hospital & Research Center At Oakland under EIN 94-0382330 and plan number 007. The latest loaded filing year is 2023. The filing reports 347 participants and $118,235,024 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
- 007
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $118,235,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20250415193346NAL0006501712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,235,024
- Total liabilities (EOY)
- $13,303
- Net assets (EOY)
- $118,221,721
- Net assets (BOY)
- $121,858,817
Income & contributions
- Employer contributions
- $7,000,000
- Total contributions
- $7,030,470
- Total income / additions
- $24,446,515
Expenses & distributions
- Benefits paid
- $12,731,521
- Administrative expenses
- $767,999
- Total expenses
- $13,499,520
- Net increase / (decrease)
- $10,946,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | NONE | $357,638 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $74,557 | $0 | 2023 |
| Transamerica Retirement Solutions | NONE | $30,723 | not reported in the loaded dataset | 2023 |
| Hanson Bridgett Llp | NONE | $23,525 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $22,000 | 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
- Gallagher Benefit Services, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Hanson Bridgett Llp — Schedule C compensation
- Moss Adams Llp — Schedule C compensation