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NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 401k Plan overview

Plan NameNAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN
Plan identification number 002

NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

NATIONAL ASSOCIATION OF CHILDREN'S HOSPITAL & RELATED INSTITUTIONS has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF CHILDREN'S HOSPITAL & RELATED INSTITUTIONS
Employer identification number (EIN):510120256
NAIC Classification:561210
NAIC Description:Facilities Support Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01NANCY STAHL
0022016-01-01NANCY STAHL
0022015-01-01NANCY STAHL NANCY STAHL2016-10-17
0022014-01-01MARK WIETECHA2015-10-07
0022013-01-01MARK WIETECHA2014-10-07
0022012-01-01MARK WIETECHA2013-10-04
0022011-01-01DEE CARLSON2012-09-25
0022010-01-01DEE CARLSON2011-10-10

Plan Statistics for NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN

401k plan membership statisitcs for NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN

Measure Date Value
2023: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01250
Total number of active participants reported on line 7a of the Form 55002023-01-01146
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01111
Total of all active and inactive participants2023-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01257
Number of participants with account balances2023-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01232
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01243
Number of participants with account balances2022-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01253
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0198
Total of all active and inactive participants2021-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01233
Number of participants with account balances2021-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01259
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01254
Number of participants with account balances2020-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01253
Total number of active participants reported on line 7a of the Form 55002019-01-01152
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0198
Total of all active and inactive participants2018-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01253
Number of participants with account balances2018-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01157
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01251
Number of participants with account balances2017-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01250
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0185
Total of all active and inactive participants2016-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01252
Number of participants with account balances2016-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01250
Number of participants with account balances2015-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN

Measure Date Value
2023 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,535,282
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,374,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,348,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,866,089
Value of total assets at end of year2023-12-31$34,073,592
Value of total assets at beginning of year2023-12-31$30,912,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$26,435
Total interest from all sources2023-12-31$197,827
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$549,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$549,406
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,495,625
Participant contributions at end of year2023-12-31$142,701
Participant contributions at beginning of year2023-12-31$131,807
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$370,464
Other income not declared elsewhere2023-12-31$15,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,160,742
Value of net assets at end of year (total assets less liabilities)2023-12-31$34,073,592
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$30,912,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$28,034,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$24,441,193
Value of interest in pooled separate accounts at end of year2023-12-31$739,308
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,247,126
Interest on participant loans2023-12-31$7,373
Interest earned on other investments2023-12-31$190,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$5,157,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$5,092,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,051,653
Net investment gain/loss from pooled separate accounts2023-12-31$-145,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,348,105
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SB & COMPANY, LLC
Accountancy firm EIN2023-12-31202153727
2022 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,363,249
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,270,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,243,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,602,749
Value of total assets at end of year2022-12-31$30,912,850
Value of total assets at beginning of year2022-12-31$36,546,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,297
Total interest from all sources2022-12-31$171,068
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,093,130
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$1,093,130
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,410,547
Participant contributions at end of year2022-12-31$131,807
Participant contributions at beginning of year2022-12-31$166,080
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$192,202
Other income not declared elsewhere2022-12-31$44,829
Administrative expenses (other) incurred2022-12-31$27,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,633,852
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,912,850
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,546,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,441,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,115,637
Value of interest in pooled separate accounts at end of year2022-12-31$1,247,126
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,280,849
Interest on participant loans2022-12-31$5,581
Interest earned on other investments2022-12-31$165,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,092,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,984,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,384,645
Net investment gain/loss from pooled separate accounts2022-12-31$109,620
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,243,306
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 name2022-12-31SB & COMPANY, LLC
Accountancy firm EIN2022-12-31202153727
2021 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,828,449
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,482,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,458,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,558,388
Value of total assets at end of year2021-12-31$36,546,702
Value of total assets at beginning of year2021-12-31$33,200,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,015
Total interest from all sources2021-12-31$159,953
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,691,954
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$1,691,954
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,524,963
Participant contributions at end of year2021-12-31$166,080
Participant contributions at beginning of year2021-12-31$20,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,425
Administrative expenses (other) incurred2021-12-31$24,015
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$3,346,426
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,546,702
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,200,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,115,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,456,489
Value of interest in pooled separate accounts at end of year2021-12-31$1,280,849
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,180,304
Interest on participant loans2021-12-31$2,547
Interest earned on other investments2021-12-31$157,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,984,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,543,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,218,189
Net investment gain/loss from pooled separate accounts2021-12-31$199,965
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,458,008
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 name2021-12-31SB & COMPANY, LLC
Accountancy firm EIN2021-12-31202153727
2020 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
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
Total income from all sources (including contributions)2020-12-31$5,872,227
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,250,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,248,042
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,900,057
Value of total assets at end of year2020-12-31$33,200,276
Value of total assets at beginning of year2020-12-31$28,578,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,011
Total interest from all sources2020-12-31$160,634
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$856,714
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$856,714
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,567,306
Participant contributions at end of year2020-12-31$20,000
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$332,751
Other income not declared elsewhere2020-12-31$2,775
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,622,174
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,200,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,578,102
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,456,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,262,315
Value of interest in pooled separate accounts at end of year2020-12-31$1,180,304
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,306,245
Interest on participant loans2020-12-31$1
Interest earned on other investments2020-12-31$160,633
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
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$5,543,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,009,542
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,961,920
Net investment gain/loss from pooled separate accounts2020-12-31$-9,873
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
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,248,042
Contract administrator fees2020-12-31$2,011
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SB & COMPANY, LLC
Accountancy firm EIN2020-12-31202153727
2019 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,093,341
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,378,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,378,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,637,537
Value of total assets at end of year2019-12-31$28,578,102
Value of total assets at beginning of year2019-12-31$23,863,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$145,851
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$705,269
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$705,269
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$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$1,413,033
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$224,504
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$4,714,815
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,578,102
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,863,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,262,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,399,731
Value of interest in pooled separate accounts at end of year2019-12-31$1,306,245
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,203,600
Interest earned on other investments2019-12-31$145,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,009,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,259,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,535,944
Net investment gain/loss from pooled separate accounts2019-12-31$68,740
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,378,526
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 name2019-12-31SB & COMPANY, LLC
Accountancy firm EIN2019-12-31202153727
2018 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$211,998
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,124,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,124,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,673,493
Value of total assets at end of year2018-12-31$23,863,287
Value of total assets at beginning of year2018-12-31$24,775,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$132,030
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$970,773
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$970,773
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$1,466,299
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$207,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-912,623
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,863,287
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,775,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,399,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,286,186
Value of interest in pooled separate accounts at end of year2018-12-31$1,203,600
Value of interest in pooled separate accounts at beginning of year2018-12-31$864,482
Interest on participant loans2018-12-31$3
Interest earned on other investments2018-12-31$132,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,259,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,625,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,619,585
Net investment gain/loss from pooled separate accounts2018-12-31$55,287
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,124,621
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 name2018-12-31SB & COMPANY, LLC
Accountancy firm EIN2018-12-31202153727
2017 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,400,017
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,479,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,479,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,000,278
Value of total assets at end of year2017-12-31$24,775,910
Value of total assets at beginning of year2017-12-31$20,855,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$103,349
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$687,276
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$687,276
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$1,429,946
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$570,332
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$3,920,577
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,775,910
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,855,333
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$20,286,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,907,434
Value of interest in pooled separate accounts at end of year2017-12-31$864,482
Value of interest in pooled separate accounts at beginning of year2017-12-31$742,764
Interest earned on other investments2017-12-31$103,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,625,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,205,135
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$9,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,575,277
Net investment gain/loss from pooled separate accounts2017-12-31$33,837
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,470,202
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 name2017-12-31SB & COMPANY, LLC
Accountancy firm EIN2017-12-31202153727
2016 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,857,838
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,040,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,040,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,482,497
Value of total assets at end of year2016-12-31$20,855,333
Value of total assets at beginning of year2016-12-31$18,037,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$93,200
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$547,067
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$547,067
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$1,447,259
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,035,238
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$2,817,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,855,333
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,037,588
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$16,907,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,829,972
Value of interest in pooled separate accounts at end of year2016-12-31$742,764
Value of interest in pooled separate accounts at beginning of year2016-12-31$692,104
Interest earned on other investments2016-12-31$93,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,205,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,515,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$696,242
Net investment gain/loss from pooled separate accounts2016-12-31$38,832
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,040,093
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 name2016-12-31SB & COMPANY, LLC
Accountancy firm EIN2016-12-31202153727
2015 : NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,679,017
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$410,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$410,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,889,466
Value of total assets at end of year2015-12-31$18,037,588
Value of total assets at beginning of year2015-12-31$9,769,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$66,021
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$673,468
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$673,468
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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$1,451,934
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,437,532
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$8,268,490
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,037,588
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,769,098
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$14,829,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,733,769
Value of interest in pooled separate accounts at end of year2015-12-31$692,104
Value of interest in pooled separate accounts at beginning of year2015-12-31$443,184
Interest earned on other investments2015-12-31$66,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,515,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,592,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-993,584
Net investment gain/loss from pooled separate accounts2015-12-31$43,646
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$410,527
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 name2015-12-31SB & COMPANY, LLC
Accountancy firm EIN2015-12-31202153727

Form 5500 Responses for NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN

2023: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained 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: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NAT'L ASSN OF CHILDRENS HOSPITALS & RELATED INSTITUTIONS TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered97
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered97
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered103
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered125
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered124
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered124
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150310
Policy instance 1
Insurance contract or identification number150310
Number of Individuals Covered118
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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