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SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN
Plan identification number 002

SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHRINERS HOSPITALS FOR CHILDREN has sponsored the creation of one or more 401k plans.

Company Name:SHRINERS HOSPITALS FOR CHILDREN
Employer identification number (EIN):362193608
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about SHRINERS HOSPITALS FOR CHILDREN

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2210842

More information about SHRINERS HOSPITALS FOR CHILDREN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MELISSA BRANNON
0022016-01-01MELISSA BRANNON
0022015-01-01MELISSA BRANNON
0022014-01-01MELISSA BRANNON
0022013-01-01MELISSA BRANNON
0022012-01-01MELISSA BRANNON
0022011-01-01MELISSA BRANNON
0022010-01-01MELISSA BRANNON
0022009-01-01MELISSA BRANNON
0022009-01-01MELISSA BRANNON
0022008-01-01MELISSA BRANNON
0022007-01-01MELISSA BRANNON

Plan Statistics for SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,048
Total number of active participants reported on line 7a of the Form 55002022-01-014,477
Number of retired or separated participants receiving benefits2022-01-01214
Number of other retired or separated participants entitled to future benefits2022-01-012,997
Total of all active and inactive participants2022-01-017,688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0184
Total participants2022-01-017,772
Number of participants with account balances2022-01-017,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,885
Total number of active participants reported on line 7a of the Form 55002021-01-014,458
Number of retired or separated participants receiving benefits2021-01-01224
Number of other retired or separated participants entitled to future benefits2021-01-013,282
Total of all active and inactive participants2021-01-017,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0184
Total participants2021-01-018,048
Number of participants with account balances2021-01-017,901
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,544
Total number of active participants reported on line 7a of the Form 55002020-01-014,988
Number of retired or separated participants receiving benefits2020-01-0191
Number of other retired or separated participants entitled to future benefits2020-01-012,725
Total of all active and inactive participants2020-01-017,804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0181
Total participants2020-01-017,885
Number of participants with account balances2020-01-017,697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,450
Total number of active participants reported on line 7a of the Form 55002019-01-015,100
Number of retired or separated participants receiving benefits2019-01-01214
Number of other retired or separated participants entitled to future benefits2019-01-012,156
Total of all active and inactive participants2019-01-017,470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0174
Total participants2019-01-017,544
Number of participants with account balances2019-01-017,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,780
Total number of active participants reported on line 7a of the Form 55002018-01-015,269
Number of retired or separated participants receiving benefits2018-01-01206
Number of other retired or separated participants entitled to future benefits2018-01-011,900
Total of all active and inactive participants2018-01-017,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0173
Total participants2018-01-017,448
Number of participants with account balances2018-01-017,255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,277
Total number of active participants reported on line 7a of the Form 55002017-01-015,483
Number of retired or separated participants receiving benefits2017-01-01187
Number of other retired or separated participants entitled to future benefits2017-01-014,035
Total of all active and inactive participants2017-01-019,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0175
Total participants2017-01-019,780
Number of participants with account balances2017-01-019,460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,696
Total number of active participants reported on line 7a of the Form 55002016-01-015,429
Number of retired or separated participants receiving benefits2016-01-01123
Number of other retired or separated participants entitled to future benefits2016-01-013,655
Total of all active and inactive participants2016-01-019,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0167
Total participants2016-01-019,274
Number of participants with account balances2016-01-018,926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,323
Total number of active participants reported on line 7a of the Form 55002015-01-015,105
Number of retired or separated participants receiving benefits2015-01-01115
Number of other retired or separated participants entitled to future benefits2015-01-013,414
Total of all active and inactive participants2015-01-018,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0158
Total participants2015-01-018,692
Number of participants with account balances2015-01-018,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,972
Total number of active participants reported on line 7a of the Form 55002014-01-014,938
Number of retired or separated participants receiving benefits2014-01-01116
Number of other retired or separated participants entitled to future benefits2014-01-013,215
Total of all active and inactive participants2014-01-018,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0154
Total participants2014-01-018,323
Number of participants with account balances2014-01-017,821
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,838
Total number of active participants reported on line 7a of the Form 55002013-01-014,851
Number of retired or separated participants receiving benefits2013-01-01107
Number of other retired or separated participants entitled to future benefits2013-01-012,972
Total of all active and inactive participants2013-01-017,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0142
Total participants2013-01-017,972
Number of participants with account balances2013-01-017,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,705
Total number of active participants reported on line 7a of the Form 55002012-01-014,845
Number of retired or separated participants receiving benefits2012-01-0177
Number of other retired or separated participants entitled to future benefits2012-01-012,875
Total of all active and inactive participants2012-01-017,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0141
Total participants2012-01-017,838
Number of participants with account balances2012-01-017,599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,560
Total number of active participants reported on line 7a of the Form 55002011-01-015,043
Number of retired or separated participants receiving benefits2011-01-0163
Number of other retired or separated participants entitled to future benefits2011-01-012,571
Total of all active and inactive participants2011-01-017,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0128
Total participants2011-01-017,705
Number of participants with account balances2011-01-016,966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015,968
Total number of active participants reported on line 7a of the Form 55002010-01-015,155
Number of retired or separated participants receiving benefits2010-01-0143
Number of other retired or separated participants entitled to future benefits2010-01-012,334
Total of all active and inactive participants2010-01-017,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0128
Total participants2010-01-017,560
Number of participants with account balances2010-01-016,585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,968
Total number of active participants reported on line 7a of the Form 55002009-01-013,633
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-012,312
Total of all active and inactive participants2009-01-015,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0118
Total participants2009-01-015,968
Number of participants with account balances2009-01-015,968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-81,870,361
Total of all expenses incurred2022-12-31$61,705,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,761,525
Expenses. Certain deemed distributions of participant loans2022-12-31$344,152
Value of total corrective distributions2022-12-31$3,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$44,035,075
Value of total assets at end of year2022-12-31$605,216,651
Value of total assets at beginning of year2022-12-31$748,792,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$596,470
Total interest from all sources2022-12-31$1,640,689
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,657,930
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$9,657,930
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
Contributions received from participants2022-12-31$27,722,160
Participant contributions at end of year2022-12-31$5,301,792
Participant contributions at beginning of year2022-12-31$5,631,693
Participant contributions at end of year2022-12-31$874,402
Participant contributions at beginning of year2022-12-31$901,417
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,585,434
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,496,061
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,070,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$23,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$28,226
Other income not declared elsewhere2022-12-31$-1,211,339
Administrative expenses (other) incurred2022-12-31$593,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-143,576,156
Value of net assets at end of year (total assets less liabilities)2022-12-31$605,216,651
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$748,792,807
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
Investment advisory and management fees2022-12-31$3,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$526,052,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$666,119,649
Interest on participant loans2022-12-31$189,392
Interest earned on other investments2022-12-31$1,451,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$66,986,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$68,220,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-135,992,716
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$12,242,617
Employer contributions (assets) at end of year2022-12-31$391,520
Employer contributions (assets) at beginning of year2022-12-31$395,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,761,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$132,283,620
Total of all expenses incurred2021-12-31$71,405,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$70,468,063
Expenses. Certain deemed distributions of participant loans2021-12-31$250,658
Value of total corrective distributions2021-12-31$7,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$43,224,935
Value of total assets at end of year2021-12-31$748,792,807
Value of total assets at beginning of year2021-12-31$687,915,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$679,757
Total interest from all sources2021-12-31$1,759,397
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,456,545
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$9,456,545
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
Contributions received from participants2021-12-31$28,330,821
Participant contributions at end of year2021-12-31$5,631,693
Participant contributions at beginning of year2021-12-31$6,132,514
Participant contributions at end of year2021-12-31$901,417
Participant contributions at beginning of year2021-12-31$839,912
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,496,061
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$7,832,713
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,316,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$28,226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$47,475
Other income not declared elsewhere2021-12-31$811,109
Administrative expenses (other) incurred2021-12-31$675,175
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$60,877,691
Value of net assets at end of year (total assets less liabilities)2021-12-31$748,792,807
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$687,915,116
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
Investment advisory and management fees2021-12-31$4,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$666,119,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$600,472,308
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$3
Interest on participant loans2021-12-31$228,712
Interest earned on other investments2021-12-31$1,530,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$68,220,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$72,212,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$77,031,634
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$12,577,708
Employer contributions (assets) at end of year2021-12-31$395,602
Employer contributions (assets) at beginning of year2021-12-31$377,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$70,468,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$142,668,046
Total of all expenses incurred2020-12-31$49,733,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,676,261
Expenses. Certain deemed distributions of participant loans2020-12-31$332,142
Value of total corrective distributions2020-12-31$5,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$42,983,344
Value of total assets at end of year2020-12-31$687,915,116
Value of total assets at beginning of year2020-12-31$594,980,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$719,450
Total interest from all sources2020-12-31$1,082,373
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,947,656
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$7,947,656
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
Contributions received from participants2020-12-31$28,341,027
Participant contributions at end of year2020-12-31$6,132,514
Participant contributions at beginning of year2020-12-31$6,375,985
Participant contributions at end of year2020-12-31$839,912
Participant contributions at beginning of year2020-12-31$7,862
Assets. Other investments not covered elsewhere at end of year2020-12-31$7,832,713
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,573,273
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,382,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$47,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$30,270
Other income not declared elsewhere2020-12-31$968,240
Administrative expenses (other) incurred2020-12-31$716,023
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$92,934,849
Value of net assets at end of year (total assets less liabilities)2020-12-31$687,915,116
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$594,980,267
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
Investment advisory and management fees2020-12-31$3,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$600,472,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$517,666,914
Value of interest in pooled separate accounts at end of year2020-12-31$3
Value of interest in pooled separate accounts at beginning of year2020-12-31$64,099,845
Interest on participant loans2020-12-31$257,018
Interest earned on other investments2020-12-31$825,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,212,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$223,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$89,217,973
Net investment gain/loss from pooled separate accounts2020-12-31$468,460
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$12,259,751
Employer contributions (assets) at end of year2020-12-31$377,540
Employer contributions (assets) at beginning of year2020-12-31$2,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,676,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$145,148,353
Total of all expenses incurred2019-12-31$41,940,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$40,578,048
Expenses. Certain deemed distributions of participant loans2019-12-31$492,109
Value of total corrective distributions2019-12-31$1,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$41,596,247
Value of total assets at end of year2019-12-31$594,980,267
Value of total assets at beginning of year2019-12-31$491,772,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$869,065
Total interest from all sources2019-12-31$253,955
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,256,379
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$9,256,379
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
Contributions received from participants2019-12-31$27,139,283
Participant contributions at end of year2019-12-31$6,375,985
Participant contributions at beginning of year2019-12-31$6,649,828
Participant contributions at end of year2019-12-31$7,862
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,573,273
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,712,294
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,853,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$30,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33,585
Other income not declared elsewhere2019-12-31$1,028,380
Administrative expenses (other) incurred2019-12-31$866,052
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$103,207,948
Value of net assets at end of year (total assets less liabilities)2019-12-31$594,980,267
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$491,772,319
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
Investment advisory and management fees2019-12-31$3,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$517,666,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$413,220,089
Value of interest in pooled separate accounts at end of year2019-12-31$64,099,845
Value of interest in pooled separate accounts at beginning of year2019-12-31$67,006,212
Interest on participant loans2019-12-31$253,486
Interest earned on other investments2019-12-31$469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$223,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$150,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$91,816,237
Net investment gain/loss from pooled separate accounts2019-12-31$1,197,155
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$11,603,309
Employer contributions (assets) at end of year2019-12-31$2,865
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$40,578,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
2018 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$97,290
Total income from all sources (including contributions)2018-12-31$16,117,880
Total of all expenses incurred2018-12-31$44,750,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,462,324
Expenses. Certain deemed distributions of participant loans2018-12-31$482,133
Value of total corrective distributions2018-12-31$253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$40,755,797
Value of total assets at end of year2018-12-31$491,772,319
Value of total assets at beginning of year2018-12-31$520,307,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$805,599
Total interest from all sources2018-12-31$264,557
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,204,300
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$8,204,300
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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
Contributions received from participants2018-12-31$26,048,396
Participant contributions at end of year2018-12-31$6,649,828
Participant contributions at beginning of year2018-12-31$7,384,581
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$753,940
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,712,294
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,788,442
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,726,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$33,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$35,589
Other income not declared elsewhere2018-12-31$-276,574
Administrative expenses (other) incurred2018-12-31$805,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-28,632,429
Value of net assets at end of year (total assets less liabilities)2018-12-31$491,772,319
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$520,307,458
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$413,220,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$440,035,957
Value of interest in pooled separate accounts at end of year2018-12-31$67,006,212
Value of interest in pooled separate accounts at beginning of year2018-12-31$66,829,845
Interest on participant loans2018-12-31$263,277
Interest earned on other investments2018-12-31$1,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$150,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$157,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-33,665,883
Net investment gain/loss from pooled separate accounts2018-12-31$835,683
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$10,981,245
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$321,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,462,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$91,434
Total income from all sources (including contributions)2017-12-31$111,825,843
Total of all expenses incurred2017-12-31$29,475,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,333,538
Expenses. Certain deemed distributions of participant loans2017-12-31$353,832
Value of total corrective distributions2017-12-31$7,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$41,635,952
Value of total assets at end of year2017-12-31$520,307,458
Value of total assets at beginning of year2017-12-31$437,865,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$780,006
Total interest from all sources2017-12-31$325,191
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,717,023
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$6,717,023
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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
Contributions received from participants2017-12-31$24,732,777
Participant contributions at end of year2017-12-31$7,384,581
Participant contributions at beginning of year2017-12-31$7,439,036
Participant contributions at end of year2017-12-31$753,940
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,788,442
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,906,563
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,965,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$35,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$32,968
Other income not declared elsewhere2017-12-31$293,064
Administrative expenses (other) incurred2017-12-31$780,006
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$82,350,577
Value of net assets at end of year (total assets less liabilities)2017-12-31$520,307,458
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$437,865,447
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$440,035,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$358,738,265
Value of interest in pooled separate accounts at end of year2017-12-31$66,829,845
Value of interest in pooled separate accounts at beginning of year2017-12-31$69,596,844
Interest on participant loans2017-12-31$275,087
Interest earned on other investments2017-12-31$50,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$157,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$151,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$62,101,516
Net investment gain/loss from pooled separate accounts2017-12-31$753,097
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$9,937,444
Employer contributions (assets) at end of year2017-12-31$321,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,333,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$63,075,429
Total of all expenses incurred2016-12-31$34,435,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$33,530,336
Expenses. Certain deemed distributions of participant loans2016-12-31$212,912
Value of total corrective distributions2016-12-31$1,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$36,851,500
Value of total assets at end of year2016-12-31$437,865,447
Value of total assets at beginning of year2016-12-31$409,225,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$690,478
Total interest from all sources2016-12-31$272,040
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,139,369
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$6,139,369
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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
Contributions received from participants2016-12-31$22,930,457
Participant contributions at end of year2016-12-31$7,439,036
Participant contributions at beginning of year2016-12-31$7,264,852
Participant contributions at beginning of year2016-12-31$723,571
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,906,563
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,631,948
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,105,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$32,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$24,502
Other income not declared elsewhere2016-12-31$100,773
Administrative expenses (other) incurred2016-12-31$690,478
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$28,640,190
Value of net assets at end of year (total assets less liabilities)2016-12-31$437,865,447
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$409,225,257
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$358,738,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$329,176,056
Value of interest in pooled separate accounts at end of year2016-12-31$69,596,844
Value of interest in pooled separate accounts at beginning of year2016-12-31$70,042,280
Interest on participant loans2016-12-31$1,875
Income. Interest from loans (other than to participants)2016-12-31$270,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$151,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$87,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$18,953,813
Net investment gain/loss from pooled separate accounts2016-12-31$757,934
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$8,815,065
Employer contributions (assets) at beginning of year2016-12-31$274,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$33,530,336
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$34,015,446
Total of all expenses incurred2015-12-31$32,791,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,767,770
Expenses. Certain deemed distributions of participant loans2015-12-31$339,862
Value of total corrective distributions2015-12-31$18,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$33,217,725
Value of total assets at end of year2015-12-31$409,225,257
Value of total assets at beginning of year2015-12-31$408,001,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$665,564
Total interest from all sources2015-12-31$279,718
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,447,797
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$5,447,797
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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
Contributions received from participants2015-12-31$21,546,746
Participant contributions at end of year2015-12-31$7,264,852
Participant contributions at beginning of year2015-12-31$7,566,386
Participant contributions at end of year2015-12-31$723,571
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,631,948
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,495,882
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,667,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$24,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$23,709
Other income not declared elsewhere2015-12-31$-80,156
Administrative expenses (other) incurred2015-12-31$665,564
Total non interest bearing cash at beginning of year2015-12-31$30,735
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$1,223,773
Value of net assets at end of year (total assets less liabilities)2015-12-31$409,225,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$408,001,484
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$329,176,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$328,936,113
Value of interest in pooled separate accounts at end of year2015-12-31$70,042,280
Value of interest in pooled separate accounts at beginning of year2015-12-31$69,877,863
Interest on participant loans2015-12-31$277,785
Interest earned on other investments2015-12-31$1,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$87,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$70,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,618,306
Net investment gain/loss from pooled separate accounts2015-12-31$768,668
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$8,003,587
Employer contributions (assets) at end of year2015-12-31$274,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$31,767,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$50,336,829
Total of all expenses incurred2014-12-31$29,010,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,453,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,511,310
Value of total assets at end of year2014-12-31$408,001,484
Value of total assets at beginning of year2014-12-31$386,675,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$557,036
Total interest from all sources2014-12-31$307,836
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,078,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,078,763
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$20,122,089
Participant contributions at end of year2014-12-31$7,566,386
Participant contributions at beginning of year2014-12-31$7,655,275
Participant contributions at beginning of year2014-12-31$643,008
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,495,882
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,227,027
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,997,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$23,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$24,075
Other income not declared elsewhere2014-12-31$17,356
Administrative expenses (other) incurred2014-12-31$557,036
Total non interest bearing cash at end of year2014-12-31$30,735
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$21,326,018
Value of net assets at end of year (total assets less liabilities)2014-12-31$408,001,484
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$386,675,466
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$328,936,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$305,314,963
Value of interest in pooled separate accounts at end of year2014-12-31$69,877,863
Value of interest in pooled separate accounts at beginning of year2014-12-31$71,263,330
Interest on participant loans2014-12-31$300,966
Interest earned on other investments2014-12-31$6,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$70,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$309,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,643,304
Net investment gain/loss from pooled separate accounts2014-12-31$778,260
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$7,391,745
Employer contributions (assets) at beginning of year2014-12-31$238,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,453,775
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$88,031,919
Total of all expenses incurred2013-12-31$29,705,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,871,073
Expenses. Certain deemed distributions of participant loans2013-12-31$356,213
Value of total corrective distributions2013-12-31$687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$27,462,536
Value of total assets at end of year2013-12-31$386,675,466
Value of total assets at beginning of year2013-12-31$328,348,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$477,474
Total interest from all sources2013-12-31$355,582
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,869,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,869,076
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$19,333,799
Participant contributions at end of year2013-12-31$7,655,275
Participant contributions at beginning of year2013-12-31$7,904,197
Participant contributions at end of year2013-12-31$643,008
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,227,027
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$841,278
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,174,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$24,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$20,469
Other income not declared elsewhere2013-12-31$106,166
Administrative expenses (other) incurred2013-12-31$477,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$58,326,472
Value of net assets at end of year (total assets less liabilities)2013-12-31$386,675,466
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$328,348,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$305,314,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$244,506,784
Value of interest in pooled separate accounts at end of year2013-12-31$71,263,330
Value of interest in pooled separate accounts at beginning of year2013-12-31$75,034,111
Interest on participant loans2013-12-31$350,740
Interest earned on other investments2013-12-31$4,842
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$309,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$42,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$55,378,903
Net investment gain/loss from pooled separate accounts2013-12-31$859,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,954,031
Employer contributions (assets) at end of year2013-12-31$238,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$28,871,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$59,169,312
Total of all expenses incurred2012-12-31$22,446,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,863,420
Expenses. Certain deemed distributions of participant loans2012-12-31$185,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,379,078
Value of total assets at end of year2012-12-31$328,348,994
Value of total assets at beginning of year2012-12-31$291,626,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$397,361
Total interest from all sources2012-12-31$946,804
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,453,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,453,617
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,205,300
Participant contributions at end of year2012-12-31$7,904,197
Participant contributions at beginning of year2012-12-31$7,747,571
Assets. Other investments not covered elsewhere at end of year2012-12-31$841,278
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$586,552
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,516,082
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$20,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$13,895
Other income not declared elsewhere2012-12-31$58,607
Administrative expenses (other) incurred2012-12-31$397,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$36,722,746
Value of net assets at end of year (total assets less liabilities)2012-12-31$328,348,994
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$291,626,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$244,506,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$206,020,993
Value of interest in pooled separate accounts at end of year2012-12-31$75,034,111
Value of interest in pooled separate accounts at beginning of year2012-12-31$53,688,215
Interest on participant loans2012-12-31$444,987
Interest earned on other investments2012-12-31$501,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$42,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$23,569,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$25,482,281
Net investment gain/loss from pooled separate accounts2012-12-31$848,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,657,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$21,863,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$28,735,710
Total of all expenses incurred2011-12-31$15,668,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,038,171
Expenses. Certain deemed distributions of participant loans2011-12-31$235,672
Value of total corrective distributions2011-12-31$84,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$29,433,867
Value of total assets at end of year2011-12-31$291,626,248
Value of total assets at beginning of year2011-12-31$278,559,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$310,209
Total interest from all sources2011-12-31$1,225,683
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,142,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,142,488
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,808,690
Participant contributions at end of year2011-12-31$7,747,571
Participant contributions at beginning of year2011-12-31$7,965,827
Assets. Other investments not covered elsewhere at end of year2011-12-31$586,552
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$374,929
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,487,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$13,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,352
Other income not declared elsewhere2011-12-31$-26,013
Administrative expenses (other) incurred2011-12-31$310,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$13,066,780
Value of net assets at end of year (total assets less liabilities)2011-12-31$291,626,248
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$278,559,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$206,020,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$198,274,839
Value of interest in pooled separate accounts at end of year2011-12-31$53,688,215
Value of interest in pooled separate accounts at beginning of year2011-12-31$36,816,354
Interest on participant loans2011-12-31$384,766
Interest earned on other investments2011-12-31$840,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$23,569,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$35,117,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,958,798
Net investment gain/loss from pooled separate accounts2011-12-31$918,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,138,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,038,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$49,850,653
Total of all expenses incurred2010-12-31$17,457,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,018,456
Expenses. Certain deemed distributions of participant loans2010-12-31$181,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,447,617
Value of total assets at end of year2010-12-31$278,559,468
Value of total assets at beginning of year2010-12-31$246,166,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$257,273
Total interest from all sources2010-12-31$1,622,727
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,988,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,988,051
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,059,121
Participant contributions at end of year2010-12-31$7,965,827
Participant contributions at beginning of year2010-12-31$8,023,898
Assets. Other investments not covered elsewhere at end of year2010-12-31$374,929
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$226,487
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,806,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,352
Other income not declared elsewhere2010-12-31$28,404
Administrative expenses (other) incurred2010-12-31$257,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$32,393,414
Value of net assets at end of year (total assets less liabilities)2010-12-31$278,559,468
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$246,166,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$198,274,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$169,191,909
Value of interest in pooled separate accounts at end of year2010-12-31$36,816,354
Value of interest in pooled separate accounts at beginning of year2010-12-31$20,382,952
Interest on participant loans2010-12-31$381,392
Interest earned on other investments2010-12-31$1,241,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$35,117,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$48,340,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$22,734,824
Net investment gain/loss from pooled separate accounts2010-12-31$1,029,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,581,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,018,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207
2009 : SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN

2022: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069302
Policy instance 3
Insurance contract or identification numberTA069302
Number of Individuals Covered7512
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7512
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069302
Policy instance 3
Insurance contract or identification numberTA069302
Number of Individuals Covered7798
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered203
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7798
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7583
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered236
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTA069302
Policy instance 3
Insurance contract or identification numberTA069302
Number of Individuals Covered7583
Insurance policy start date2020-06-29
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered254
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7315
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered278
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7151
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered351
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered9366
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered8167
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered400
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7821
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered470
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7431
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered573
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered2479
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered7263
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered2660
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,877
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered6966
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069302
Policy instance 1
Insurance contract or identification numberTA069302
Number of Individuals Covered6585
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number40776
Policy instance 2
Insurance contract or identification number40776
Number of Individuals Covered2770
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,601
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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