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CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 401k Plan overview

Plan NameCHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)
Plan identification number 004

CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S HOSPITAL AND HEALTH SYSTEM, INC.
Employer identification number (EIN):391549206
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01THOMAS SHANAHAN
0042016-01-01THOMAS SHANAHAN
0042015-01-01THOMAS SHANAHAN
0042014-01-01THOMAS SHANAHAN
0042013-01-01THOMAS SHANAHAN2014-10-08
0042012-01-01THOMAS SHANAHAN2013-10-11
0042011-01-01THOMAS SHANAHAN
0042010-01-01THOMAS SHANAHAN2011-09-29

Plan Statistics for CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)

401k plan membership statisitcs for CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)

Measure Date Value
2020: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01220
Total number of active participants reported on line 7a of the Form 55002020-01-01168
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01213
Number of participants with account balances2020-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01209
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01220
Total participants2019-01-01220
Number of participants with account balances2019-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01200
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01172
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01200
Number of participants with account balances2017-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-0193
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01172
Number of participants with account balances2016-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-0179
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01100
Number of participants with account balances2014-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2011: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01110
Total number of active participants reported on line 7a of the Form 55002011-01-0154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0195
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)

Measure Date Value
2020 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$8,123,286
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,377,154
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,429,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,416,879
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,365,212
Value of total assets at end of year2020-12-31$17,492,555
Value of total assets at beginning of year2020-12-31$6,421,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,951
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$15,444
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$382,341
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$382,341
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,126,705
Participant contributions at end of year2020-12-31$250,359
Participant contributions at beginning of year2020-12-31$132,185
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$586,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$12,951
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$5,936,887
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,947,324
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,492,555
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,421,945
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,346,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$12,439
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$2,975
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$40,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$198,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$103
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,614,157
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$652,279
Employer contributions (assets) at end of year2020-12-31$656,802
Employer contributions (assets) at beginning of year2020-12-31$352,770
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,416,879
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLC
Accountancy firm EIN2020-12-31390458449
2019 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,076,047
Total of all expenses incurred2019-12-31$844,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$834,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$982,846
Value of total assets at end of year2019-12-31$6,421,945
Value of total assets at beginning of year2019-12-31$5,190,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,747
Total interest from all sources2019-12-31$6,125
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$126,238
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$126,238
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
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$590,478
Participant contributions at end of year2019-12-31$132,185
Participant contributions at beginning of year2019-12-31$86,148
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$72
Administrative expenses (other) incurred2019-12-31$8,781
Total non interest bearing cash at end of year2019-12-31$5,936,887
Total non interest bearing cash at beginning of year2019-12-31$0
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$1,231,385
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,421,945
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,190,560
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$966
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,658,987
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$131,621
Interest on participant loans2019-12-31$6,105
Interest earned on other investments2019-12-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$958,323
Net investment gain/loss from pooled separate accounts2019-12-31$2,515
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$351,634
Employer contributions (assets) at end of year2019-12-31$352,770
Employer contributions (assets) at beginning of year2019-12-31$312,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$834,915
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 name2019-12-31WIPFLI LLC
Accountancy firm EIN2019-12-31390458449
2018 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$555,556
Total of all expenses incurred2018-12-31$690,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$681,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$870,828
Value of total assets at end of year2018-12-31$5,190,560
Value of total assets at beginning of year2018-12-31$5,325,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,936
Total interest from all sources2018-12-31$4,044
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$116,020
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$116,020
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$512,627
Participant contributions at end of year2018-12-31$86,148
Participant contributions at beginning of year2018-12-31$93,037
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,424
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$72
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$103
Administrative expenses (other) incurred2018-12-31$8,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-134,721
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,190,560
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,325,281
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
Investment advisory and management fees2018-12-31$663
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,658,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,617,089
Value of interest in pooled separate accounts at end of year2018-12-31$131,621
Value of interest in pooled separate accounts at beginning of year2018-12-31$368,192
Interest on participant loans2018-12-31$4,037
Interest earned on other investments2018-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-438,018
Net investment gain/loss from pooled separate accounts2018-12-31$2,682
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$304,777
Employer contributions (assets) at end of year2018-12-31$312,063
Employer contributions (assets) at beginning of year2018-12-31$245,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$681,341
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 name2018-12-31WIPFLI LLC
Accountancy firm EIN2018-12-31390458449
2017 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,860,076
Total of all expenses incurred2017-12-31$494,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$486,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,197,363
Value of total assets at end of year2017-12-31$5,325,281
Value of total assets at beginning of year2017-12-31$3,960,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,361
Total interest from all sources2017-12-31$3,298
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$88,950
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$88,950
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$454,529
Participant contributions at end of year2017-12-31$93,037
Participant contributions at beginning of year2017-12-31$77,739
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$500,989
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$49
Administrative expenses (other) incurred2017-12-31$7,450
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$1,365,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,325,281
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,960,111
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
Investment advisory and management fees2017-12-31$911
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,617,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,306,636
Value of interest in pooled separate accounts at end of year2017-12-31$368,192
Value of interest in pooled separate accounts at beginning of year2017-12-31$385,004
Interest on participant loans2017-12-31$3,289
Interest earned on other investments2017-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$565,850
Net investment gain/loss from pooled separate accounts2017-12-31$4,615
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$241,845
Employer contributions (assets) at end of year2017-12-31$245,809
Employer contributions (assets) at beginning of year2017-12-31$189,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$486,545
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 name2017-12-31WIPPFLI LLP
Accountancy firm EIN2017-12-31390458449
2016 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$978,408
Total of all expenses incurred2016-12-31$136,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$130,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$704,582
Value of total assets at end of year2016-12-31$3,960,111
Value of total assets at beginning of year2016-12-31$3,118,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,298
Total interest from all sources2016-12-31$3,615
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,983
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$63,983
Administrative expenses professional fees incurred2016-12-31$400
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$336,125
Participant contributions at end of year2016-12-31$77,739
Participant contributions at beginning of year2016-12-31$75,460
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$179,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$49
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$51
Administrative expenses (other) incurred2016-12-31$5,607
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$841,963
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,960,111
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,118,148
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
Investment advisory and management fees2016-12-31$291
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,306,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,661,340
Value of interest in pooled separate accounts at end of year2016-12-31$385,004
Value of interest in pooled separate accounts at beginning of year2016-12-31$248,752
Interest on participant loans2016-12-31$3,612
Interest earned on other investments2016-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$201,677
Net investment gain/loss from pooled separate accounts2016-12-31$4,551
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$188,727
Employer contributions (assets) at end of year2016-12-31$189,486
Employer contributions (assets) at beginning of year2016-12-31$131,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$130,147
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 name2016-12-31WIPPFLI LLP
Accountancy firm EIN2016-12-31390458449
2015 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$507,694
Total of all expenses incurred2015-12-31$601,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$593,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$539,015
Value of total assets at end of year2015-12-31$3,118,148
Value of total assets at beginning of year2015-12-31$3,211,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,058
Total interest from all sources2015-12-31$2,985
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$32,755
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$32,755
Administrative expenses professional fees incurred2015-12-31$400
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$178,885
Participant contributions at end of year2015-12-31$75,460
Participant contributions at beginning of year2015-12-31$95,858
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$127,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$405
Administrative expenses (other) incurred2015-12-31$7,275
Total non interest bearing cash at beginning of year2015-12-31$1,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-93,799
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,118,148
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,211,947
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
Investment advisory and management fees2015-12-31$383
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,661,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,778,793
Value of interest in pooled separate accounts at end of year2015-12-31$248,752
Value of interest in pooled separate accounts at beginning of year2015-12-31$331,254
Interest on participant loans2015-12-31$2,980
Interest earned on other investments2015-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-70,693
Net investment gain/loss from pooled separate accounts2015-12-31$3,632
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$232,276
Employer contributions (assets) at end of year2015-12-31$131,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$593,435
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 name2015-12-31WIPPFLI LLP
Accountancy firm EIN2015-12-31390458449
2014 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$558,797
Total of all expenses incurred2014-12-31$422,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$417,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$348,109
Value of total assets at end of year2014-12-31$3,211,947
Value of total assets at beginning of year2014-12-31$3,075,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,547
Total interest from all sources2014-12-31$4,079
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$54,948
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$54,948
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$190,821
Participant contributions at end of year2014-12-31$95,858
Participant contributions at beginning of year2014-12-31$100,853
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$39,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8
Administrative expenses (other) incurred2014-12-31$4,234
Total non interest bearing cash at end of year2014-12-31$1,426
Total non interest bearing cash at beginning of year2014-12-31$748
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$136,356
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,211,947
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,075,591
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
Investment advisory and management fees2014-12-31$313
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,778,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,624,029
Value of interest in pooled separate accounts at end of year2014-12-31$331,254
Value of interest in pooled separate accounts at beginning of year2014-12-31$349,647
Interest on participant loans2014-12-31$4,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$148,262
Net investment gain/loss from pooled separate accounts2014-12-31$3,399
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$117,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$417,894
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2011 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2011 401k financial data
Total income from all sources2011-12-31$162,127
Expenses. Total of all expenses incurred2011-12-31$561,486
Benefits paid (including direct rollovers)2011-12-31$560,249
Total plan assets at end of year2011-12-31$1,828,140
Total plan assets at beginning of year2011-12-31$2,227,499
Value of fidelity bond covering the plan2011-12-31$1,500,000
Total contributions received or receivable from participants2011-12-31$94,217
Other income received2011-12-31$9,191
Net income (gross income less expenses)2011-12-31$-399,359
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,828,140
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,227,499
Assets. Value of participant loans2011-12-31$65,013
Total contributions received or receivable from employer(s)2011-12-31$58,719
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K)

2020: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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
2011: CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN - 401(K) 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080441
Policy instance 1
Insurance contract or identification numberTT080441
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-07
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number37580
Policy instance 2
Insurance contract or identification number37580
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080441
Policy instance 1
Insurance contract or identification numberTT080441
Number of Individuals Covered220
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080441
Policy instance 1
Insurance contract or identification numberTT080441
Number of Individuals Covered208
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080441
Policy instance 1
Insurance contract or identification numberTT080441
Number of Individuals Covered200
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 numberTT080441
Policy instance 1
Insurance contract or identification numberTT080441
Number of Individuals Covered140
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080441
Policy instance 1
Insurance contract or identification numberTT080441
Number of Individuals Covered124
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT080441
Policy instance 1
Insurance contract or identification numberTT080441
Number of Individuals Covered95
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

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