401k Plan data: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND plan

401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 401k Plan overview

Plan Name	401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
Plan identification number	006

401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND Benefits

401k Plan Type

Defined 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 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.
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 & RESEARCH CENTER AT OAKLAND has sponsored the creation of one or more 401k plans.

Company Name: CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Employer identification number (EIN): 940382330

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-07-01
006 2021-07-01
006 2020-07-01
006 2019-07-01
006 2018-07-01
006 2018-01-01 BARBARA SPINDLE
006 2018-01-01
006 2017-01-01 BARBARA SPINDLE
006 2016-01-01 BARBARA SPINDLE
006 2015-01-01 BARBARA SPINDLE
006 2014-01-01 BARBARA SPINDLE
006 2013-01-01 BARBARA SPINDLE 2014-10-14
006 2012-06-06 BARBARA SPINDLE 2013-10-11

Plan Statistics for 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

401k plan membership statisitcs for 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Measure Date Value
2022: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2022 401k membership
Total participants, beginning-of-year 2022-07-01 692
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 211
Number of retired or separated participants receiving benefits 2022-07-01 3
Number of other retired or separated participants entitled to future benefits 2022-07-01 472
Total of all active and inactive participants 2022-07-01 686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 686
Number of participants with account balances 2022-07-01 686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 5
2021: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 721
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 199
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 493
Total of all active and inactive participants 2021-07-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 692
Number of participants with account balances 2021-07-01 692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 15
2020: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 729
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 255
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 463
Total of all active and inactive participants 2020-07-01 718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 718
Number of participants with account balances 2020-07-01 718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 42
2019: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 581
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 298
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 422
Total of all active and inactive participants 2019-07-01 720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 720
Number of participants with account balances 2019-07-01 720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 23
2018: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 504
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 381
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 192
Total of all active and inactive participants 2018-07-01 573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 573
Number of participants with account balances 2018-07-01 573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 16
Total participants, beginning-of-year 2018-01-01 498
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 382
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 122
Total of all active and inactive participants 2018-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 504
Number of participants with account balances 2018-01-01 504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 388
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 110
Total of all active and inactive participants 2017-01-01 498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 498
Number of participants with account balances 2017-01-01 498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 24
2016: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 343
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 78
Total of all active and inactive participants 2016-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 421
Number of participants with account balances 2016-01-01 394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19
2015: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 282
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 323
Number of participants with account balances 2015-01-01 318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 24
2014: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 218
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 14
Total of all active and inactive participants 2014-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 232
Number of participants with account balances 2014-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 21

Measure	Date	Value
2022: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2022 401k membership
Total participants, beginning-of-year	2022-07-01	692
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	211
Number of retired or separated participants receiving benefits	2022-07-01	3
Number of other retired or separated participants entitled to future benefits	2022-07-01	472
Total of all active and inactive participants	2022-07-01	686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	686
Number of participants with account balances	2022-07-01	686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	5
2021: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	721
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	199
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	493
Total of all active and inactive participants	2021-07-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	692
Number of participants with account balances	2021-07-01	692
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	15
2020: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	729
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	255
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	463
Total of all active and inactive participants	2020-07-01	718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	718
Number of participants with account balances	2020-07-01	718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	42
2019: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	581
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	298
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	422
Total of all active and inactive participants	2019-07-01	720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	720
Number of participants with account balances	2019-07-01	720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	23
2018: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	504
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	381
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	192
Total of all active and inactive participants	2018-07-01	573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	573
Number of participants with account balances	2018-07-01	573
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	16
Total participants, beginning-of-year	2018-01-01	498
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	382
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	122
Total of all active and inactive participants	2018-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	504
Number of participants with account balances	2018-01-01	504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	388
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	110
Total of all active and inactive participants	2017-01-01	498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	498
Number of participants with account balances	2017-01-01	498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	24
2016: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	343
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	78
Total of all active and inactive participants	2016-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	421
Number of participants with account balances	2016-01-01	394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19
2015: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	282
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	323
Number of participants with account balances	2015-01-01	318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	24
2014: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	218
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	14
Total of all active and inactive participants	2014-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	232
Number of participants with account balances	2014-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	21

Financial Data on 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Measure	Date	Value
2023 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$3,162,769
Total of all expenses incurred	2023-06-30	$639,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$590,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,890,768
Value of total assets at end of year	2023-06-30	$13,132,151
Value of total assets at beginning of year	2023-06-30	$10,608,678
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$48,532
Total interest from all sources	2023-06-30	$2,916
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$220,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$220,337
Administrative expenses professional fees incurred	2023-06-30	$29,664
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Administrative expenses (other) incurred	2023-06-30	$18,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$2,523,473
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$13,132,151
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$10,608,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$11,688,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$9,352,472
Interest earned on other investments	2023-06-30	$2,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$147,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$330,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$1,048,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$1,890,768
Employer contributions (assets) at end of year	2023-06-30	$1,296,360
Employer contributions (assets) at beginning of year	2023-06-30	$925,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$590,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-06-30	No
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2023-06-30	910189318
2022 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-172,116
Total of all expenses incurred	2022-06-30	$768,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$716,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,520,101
Value of total assets at end of year	2022-06-30	$10,608,678
Value of total assets at beginning of year	2022-06-30	$11,549,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$51,556
Total interest from all sources	2022-06-30	$3,292
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$384,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$384,680
Administrative expenses professional fees incurred	2022-06-30	$31,363
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Administrative expenses (other) incurred	2022-06-30	$20,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-940,399
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$10,608,678
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$11,549,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$9,352,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$10,402,917
Interest earned on other investments	2022-06-30	$3,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$330,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$230,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-2,080,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$1,520,101
Employer contributions (assets) at end of year	2022-06-30	$925,868
Employer contributions (assets) at beginning of year	2022-06-30	$916,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$716,727
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2022-06-30	910189318
2021 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$4,101,396
Total of all expenses incurred	2021-06-30	$636,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$619,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,535,594
Value of total assets at end of year	2021-06-30	$11,549,077
Value of total assets at beginning of year	2021-06-30	$8,084,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$16,732
Total interest from all sources	2021-06-30	$2,354
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$168,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$168,174
Administrative expenses professional fees incurred	2021-06-30	$733
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Administrative expenses (other) incurred	2021-06-30	$15,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$3,465,026
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$11,549,077
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$8,084,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$10,402,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$6,176,761
Interest earned on other investments	2021-06-30	$2,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$230,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$123,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$2,395,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$1,535,594
Employer contributions (assets) at end of year	2021-06-30	$916,037
Employer contributions (assets) at beginning of year	2021-06-30	$1,783,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$619,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2021-06-30	910189318
2020 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$1,754,168
Total of all expenses incurred	2020-06-30	$618,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$601,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$1,546,672
Value of total assets at end of year	2020-06-30	$8,084,051
Value of total assets at beginning of year	2020-06-30	$6,948,589
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$17,309
Total interest from all sources	2020-06-30	$966
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$122,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$122,679
Administrative expenses professional fees incurred	2020-06-30	$85
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Administrative expenses (other) incurred	2020-06-30	$17,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,135,462
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$8,084,051
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$6,948,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$6,176,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$5,356,771
Value of interest in pooled separate accounts at end of year	2020-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$23,569
Interest earned on other investments	2020-06-30	$966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$123,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$45,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$83,634
Net investment gain/loss from pooled separate accounts	2020-06-30	$217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$1,546,672
Employer contributions (assets) at end of year	2020-06-30	$1,783,934
Employer contributions (assets) at beginning of year	2020-06-30	$1,522,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$601,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2020-06-30	910189318
2019 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$1,731,990
Total of all expenses incurred	2019-06-30	$356,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$321,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,453,790
Value of total assets at end of year	2019-06-30	$6,948,589
Value of total assets at beginning of year	2019-06-30	$5,573,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$35,261
Total interest from all sources	2019-06-30	$427
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$118,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$118,010
Administrative expenses professional fees incurred	2019-06-30	$19,208
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Administrative expenses (other) incurred	2019-06-30	$14,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,375,458
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$6,948,589
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$5,573,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$1,577
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$5,356,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$4,086,956
Value of interest in pooled separate accounts at end of year	2019-06-30	$23,569
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$20,502
Interest earned on other investments	2019-06-30	$427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$45,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$36,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$159,460
Net investment gain/loss from pooled separate accounts	2019-06-30	$303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,453,790
Employer contributions (assets) at end of year	2019-06-30	$1,522,836
Employer contributions (assets) at beginning of year	2019-06-30	$1,429,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$321,271
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MOSS ADAMS, LLP
Accountancy firm EIN	2019-06-30	910189318
2018 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$299,611
Total of all expenses incurred	2018-06-30	$118,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$99,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$297,196
Value of total assets at end of year	2018-06-30	$4,907,977
Value of total assets at beginning of year	2018-06-30	$4,726,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$19,056
Total interest from all sources	2018-06-30	$209
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$49,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$49,946
Administrative expenses professional fees incurred	2018-06-30	$14,000
Was this plan covered by a fidelity bond	2018-06-30	No
Value of fidelity bond cover	2018-06-30	$5,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Administrative expenses (other) incurred	2018-06-30	$4,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$181,474
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,907,977
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$4,726,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$150
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$4,086,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,900,883
Value of interest in pooled separate accounts at end of year	2018-06-30	$20,502
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$18,723
Interest earned on other investments	2018-06-30	$209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$36,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$42,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$-47,862
Net investment gain/loss from pooled separate accounts	2018-06-30	$122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$297,196
Employer contributions (assets) at end of year	2018-06-30	$764,331
Employer contributions (assets) at beginning of year	2018-06-30	$764,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$99,081
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	MOSS ADAMS LLP
Accountancy firm EIN	2018-06-30	910189318
2017 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,959,880
Total of all expenses incurred	2017-12-31	$256,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$235,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,416,898
Value of total assets at end of year	2017-12-31	$4,726,503
Value of total assets at beginning of year	2017-12-31	$3,023,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$20,828
Total interest from all sources	2017-12-31	$378
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$54,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$54,644
Administrative expenses professional fees incurred	2017-12-31	$12,000
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$8,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,703,065
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,726,503
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,023,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,900,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,245,622
Value of interest in pooled separate accounts at end of year	2017-12-31	$18,723
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,454
Interest earned on other investments	2017-12-31	$378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$42,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$27,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$487,888
Net investment gain/loss from pooled separate accounts	2017-12-31	$72
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,416,898
Employer contributions (assets) at end of year	2017-12-31	$764,331
Employer contributions (assets) at beginning of year	2017-12-31	$744,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$235,987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,362,655
Total of all expenses incurred	2016-12-31	$186,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$154,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,226,743
Value of total assets at end of year	2016-12-31	$3,023,438
Value of total assets at beginning of year	2016-12-31	$1,846,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$32,020
Total interest from all sources	2016-12-31	$296
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$31,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$31,277
Administrative expenses professional fees incurred	2016-12-31	$27,000
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$5,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,176,620
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,023,438
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,846,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,245,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,225,105
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,454
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,691
Interest earned on other investments	2016-12-31	$296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$27,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$37,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$104,290
Net investment gain/loss from pooled separate accounts	2016-12-31	$49
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,226,743
Employer contributions (assets) at end of year	2016-12-31	$744,615
Employer contributions (assets) at beginning of year	2016-12-31	$580,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$154,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2016-12-31	910189318
2015 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$948,244
Total of all expenses incurred	2015-12-31	$108,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$104,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$981,591
Value of total assets at end of year	2015-12-31	$1,846,818
Value of total assets at beginning of year	2015-12-31	$1,006,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,462
Total interest from all sources	2015-12-31	$222
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$16,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$16,539
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$3,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$840,126
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,846,818
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,006,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$87
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,225,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$555,280
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,691
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,284
Interest earned on other investments	2015-12-31	$222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$37,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$11,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-50,147
Net investment gain/loss from pooled separate accounts	2015-12-31	$39
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$981,591
Employer contributions (assets) at end of year	2015-12-31	$580,512
Employer contributions (assets) at beginning of year	2015-12-31	$437,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$104,656
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2015-12-31	910189318
2014 : 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$935,220
Total of all expenses incurred	2014-12-31	$24,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$23,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$906,428
Value of total assets at end of year	2014-12-31	$1,006,692
Value of total assets at beginning of year	2014-12-31	$96,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,363
Total interest from all sources	2014-12-31	$43
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$7,269
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$1,288
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$910,274
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,006,692
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$96,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$75
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$555,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$95,483
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,284
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$875
Interest earned on other investments	2014-12-31	$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$11,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$21,464
Net investment gain/loss from pooled separate accounts	2014-12-31	$16
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$906,428
Employer contributions (assets) at end of year	2014-12-31	$437,978
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$23,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2014-12-31	910189318

Form 5500 Responses for 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

2022: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: 401(A) RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	686
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	686
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	692
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	692
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	718
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	718
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	720
Insurance policy start date	2019-12-27
Insurance policy end date	2020-06-30
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	720
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	573
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	504
Insurance policy start date	2018-01-01
Insurance policy end date	2018-06-30
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	498
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	318
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 number

TT080464

Policy instance

Insurance contract or identification number	TT080464
Number of Individuals Covered	232
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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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Company Name:	CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND
Employer identification number (EIN):	940382330
NAIC Classification:	622000
NAIC Description:	Hospitals