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THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN
Plan identification number 011

THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CHILDREN'S HOSPITAL OF PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN'S HOSPITAL OF PHILADELPHIA
Employer identification number (EIN):231352166
NAIC Classification:611000

Additional information about THE CHILDREN'S HOSPITAL OF PHILADELPHIA

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 65393

More information about THE CHILDREN'S HOSPITAL OF PHILADELPHIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112023-01-01
0112022-01-01
0112021-01-01
0112020-01-01
0112019-01-01
0112018-01-01
0112017-01-01BETH A. ROHLFING BETH A. ROHLFING2018-10-05
0112016-01-01ROBERT E. CRONER ROBERT E. CRONER2017-10-10
0112015-01-01ROBERT E. CRONER ROBERT E. CRONER2016-10-12
0112014-01-01ROBERT E. CRONER ROBERT E. CRONER2015-10-13

Plan Statistics for THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN

Measure Date Value
2023: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0120,061
Total number of active participants reported on line 7a of the Form 55002023-01-0118,405
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015,023
Total of all active and inactive participants2023-01-0123,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0114
Total participants2023-01-0123,442
Number of participants with account balances2023-01-0118,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01398
2022: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0115,107
Total number of active participants reported on line 7a of the Form 55002022-01-0112,514
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,692
Total of all active and inactive participants2022-01-0116,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-0116,221
Number of participants with account balances2022-01-0115,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01116
2021: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,241
Total number of active participants reported on line 7a of the Form 55002021-01-0112,175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,977
Total of all active and inactive participants2021-01-0115,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0113
Total participants2021-01-0115,165
Number of participants with account balances2021-01-0114,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01182
2020: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,319
Total number of active participants reported on line 7a of the Form 55002020-01-0111,084
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012,113
Total of all active and inactive participants2020-01-0113,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-0113,206
Number of participants with account balances2020-01-0112,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01131
2019: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,891
Total number of active participants reported on line 7a of the Form 55002019-01-015,751
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,556
Total of all active and inactive participants2019-01-017,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-017,309
Number of participants with account balances2019-01-016,003
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0197
2018: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,238
Total number of active participants reported on line 7a of the Form 55002018-01-013,852
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,026
Total of all active and inactive participants2018-01-014,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-014,881
Number of participants with account balances2018-01-014,573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0162
2017: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,225
Total number of active participants reported on line 7a of the Form 55002017-01-012,627
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01601
Total of all active and inactive participants2017-01-013,228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,228
Number of participants with account balances2017-01-013,004
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0120
2016: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,385
Total number of active participants reported on line 7a of the Form 55002016-01-011,986
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01361
Total of all active and inactive participants2016-01-012,347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,347
Number of participants with account balances2016-01-011,986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,164
Total number of active participants reported on line 7a of the Form 55002015-01-012,103
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01282
Total of all active and inactive participants2015-01-012,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,385
Number of participants with account balances2015-01-011,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,246
Total number of active participants reported on line 7a of the Form 55002014-01-011,164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,164
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$92,304,506
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,668,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,476,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$61,326,701
Value of total assets at end of year2023-12-31$300,145,997
Value of total assets at beginning of year2023-12-31$214,509,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$191,473
Total interest from all sources2023-12-31$244,778
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,338,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,338,182
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$246,122
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$146,523
Other income not declared elsewhere2023-12-31$34,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$85,636,220
Value of net assets at end of year (total assets less liabilities)2023-12-31$300,145,997
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$214,509,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$230,287,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$153,581,117
Value of interest in pooled separate accounts at end of year2023-12-31$2,582,740
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,239,516
Interest earned on other investments2023-12-31$244,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$5,702,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,918,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$25,716,377
Net investment gain/loss from pooled separate accounts2023-12-31$-355,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$61,326,701
Employer contributions (assets) at end of year2023-12-31$61,326,701
Employer contributions (assets) at beginning of year2023-12-31$54,624,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,476,813
Contract administrator fees2023-12-31$956
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$33,188,180
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,414,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,248,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$54,835,703
Value of total assets at end of year2022-12-31$214,509,777
Value of total assets at beginning of year2022-12-31$185,736,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$165,888
Total interest from all sources2022-12-31$127,238
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,681,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,681,415
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$146,523
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$54,191
Other income not declared elsewhere2022-12-31$9,975
Administrative expenses (other) incurred2022-12-31$165,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$28,773,579
Value of net assets at end of year (total assets less liabilities)2022-12-31$214,509,777
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$185,736,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$153,581,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$137,217,055
Value of interest in pooled separate accounts at end of year2022-12-31$2,239,516
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,423,542
Interest earned on other investments2022-12-31$127,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,918,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,307,065
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$30,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,575,599
Net investment gain/loss from pooled separate accounts2022-12-31$109,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$54,835,703
Employer contributions (assets) at end of year2022-12-31$54,624,169
Employer contributions (assets) at beginning of year2022-12-31$44,734,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,217,741
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$58,680,154
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,511,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,410,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,769,605
Value of total assets at end of year2021-12-31$185,736,198
Value of total assets at beginning of year2021-12-31$130,567,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,516
Total interest from all sources2021-12-31$115,083
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,650,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,650,994
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$54,191
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$977
Other income not declared elsewhere2021-12-31$11,623
Administrative expenses (other) incurred2021-12-31$101,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$55,168,591
Value of net assets at end of year (total assets less liabilities)2021-12-31$185,736,198
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$130,567,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$137,217,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,229,716
Value of interest in pooled separate accounts at end of year2021-12-31$1,423,542
Value of interest in pooled separate accounts at beginning of year2021-12-31$678,745
Interest earned on other investments2021-12-31$115,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,307,065
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,148,547
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$14,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$943,937
Net investment gain/loss from pooled separate accounts2021-12-31$188,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$44,769,605
Employer contributions (assets) at end of year2021-12-31$44,734,345
Employer contributions (assets) at beginning of year2021-12-31$38,509,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,395,979
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$4,905,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$52,305,861
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,516,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,473,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$38,509,622
Value of total assets at end of year2020-12-31$130,567,607
Value of total assets at beginning of year2020-12-31$74,872,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,505
Total interest from all sources2020-12-31$77,150
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,013,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,013,750
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$977
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$4,038
Administrative expenses (other) incurred2020-12-31$42,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$50,789,510
Value of net assets at end of year (total assets less liabilities)2020-12-31$130,567,607
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,872,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,229,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,880,389
Value of interest in pooled separate accounts at end of year2020-12-31$678,745
Value of interest in pooled separate accounts at beginning of year2020-12-31$327,464
Interest earned on other investments2020-12-31$77,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,148,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$445,257
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$40,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,701,971
Net investment gain/loss from pooled separate accounts2020-12-31$-670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$38,509,622
Employer contributions (assets) at end of year2020-12-31$38,509,622
Employer contributions (assets) at beginning of year2020-12-31$40,219,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,433,709
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$45,864,233
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,069,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,064,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$40,248,075
Value of total assets at end of year2019-12-31$74,872,283
Value of total assets at beginning of year2019-12-31$30,077,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,469
Total interest from all sources2019-12-31$15,429
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,621,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,621,214
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$19,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$44,795,194
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,872,283
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,077,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,880,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,948,744
Value of interest in pooled separate accounts at end of year2019-12-31$327,464
Value of interest in pooled separate accounts at beginning of year2019-12-31$192,934
Interest earned on other investments2019-12-31$15,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$445,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$343,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,944,869
Net investment gain/loss from pooled separate accounts2019-12-31$15,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$40,248,075
Employer contributions (assets) at end of year2019-12-31$40,219,173
Employer contributions (assets) at beginning of year2019-12-31$10,592,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,064,570
Contract administrator fees2019-12-31$4,469
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,768,527
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$486,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$486,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,592,341
Value of total assets at end of year2018-12-31$30,077,089
Value of total assets at beginning of year2018-12-31$21,795,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$18,336
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,094,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,094,530
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$8,282,047
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,077,089
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,795,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,948,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,197,832
Value of interest in pooled separate accounts at end of year2018-12-31$192,934
Value of interest in pooled separate accounts at beginning of year2018-12-31$102,173
Interest earned on other investments2018-12-31$18,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$343,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$603,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,943,054
Net investment gain/loss from pooled separate accounts2018-12-31$6,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,592,341
Employer contributions (assets) at end of year2018-12-31$10,592,341
Employer contributions (assets) at beginning of year2018-12-31$7,891,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$486,480
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$9,818,449
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$331,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$331,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,891,738
Value of total assets at end of year2017-12-31$21,795,042
Value of total assets at beginning of year2017-12-31$12,307,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$15,313
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$539,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$539,238
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,487,289
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,795,042
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,307,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,197,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,186,308
Value of interest in pooled separate accounts at end of year2017-12-31$102,173
Value of interest in pooled separate accounts at beginning of year2017-12-31$42,854
Interest earned on other investments2017-12-31$15,313
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$603,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$400,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,369,014
Net investment gain/loss from pooled separate accounts2017-12-31$3,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,891,738
Employer contributions (assets) at end of year2017-12-31$7,891,738
Employer contributions (assets) at beginning of year2017-12-31$5,678,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$331,160
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,893,789
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$101,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$101,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,430,656
Value of total assets at end of year2016-12-31$12,307,753
Value of total assets at beginning of year2016-12-31$6,515,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$4,433
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$272,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$272,097
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,792,171
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,307,753
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,515,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,186,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,328,362
Value of interest in pooled separate accounts at end of year2016-12-31$42,854
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,255
Interest earned on other investments2016-12-31$4,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$400,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$185,365
Net investment gain/loss from pooled separate accounts2016-12-31$1,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,430,656
Employer contributions (assets) at end of year2016-12-31$5,678,552
Employer contributions (assets) at beginning of year2016-12-31$4,161,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$101,618
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,005,022
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,161,128
Value of total assets at end of year2015-12-31$6,515,582
Value of total assets at beginning of year2015-12-31$2,527,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$263
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$140,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$140,142
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,987,799
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,515,582
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,527,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,328,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$9,255
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest earned on other investments2015-12-31$263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-296,871
Net investment gain/loss from pooled separate accounts2015-12-31$360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,161,128
Employer contributions (assets) at end of year2015-12-31$4,161,128
Employer contributions (assets) at beginning of year2015-12-31$2,527,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,223
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,527,783
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,527,783
Value of total assets at end of year2014-12-31$2,527,783
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,527,783
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,527,783
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,527,783
Employer contributions (assets) at end of year2014-12-31$2,527,783
Employer contributions (assets) at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910

Form 5500 Responses for THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN

2023: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered1934
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered1675
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered1378
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered1083
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered509
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered377
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered219
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406133
Policy instance 1
Insurance contract or identification number406133
Number of Individuals Covered58
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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