PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CHMC SURGICAL FOUNDATION, INC.
Sponsor portfolioTH

CHMC SURGICAL FOUNDATION, INC.

EIN 04-2767602-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$141.9M assets
Welfare
1
Participants
141
300 LONGWOOD AVENUE - BOSTON, MA 02115617-355-8001
Plans on this EIN
4 filings
#004TraditionalDB-$64.7M - 35 part#003ProfitSharing-$56.7M - 34 part#005403b-$20.5M - 58 part#501Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $141.9M assets / 127 participants

Assets by plan

Share of aggregate retirement assets

46%top
  • DEFINED BENEFIT PENSION (#004)46%
  • PROFIT SHARING PLAN (#003)40%
  • FOUNDATION, INC. 403(B) (#005)14%
Total $141.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION, INC. 403(B) (#005)58
  • DEFINED BENEFIT PENSION (#004)35
  • PROFIT SHARING PLAN (#003)34
Total 127Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

CHMC SURGICAL FOUNDATION, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$64.7M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CHMC SURGICAL FOUNDATION, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$56.7M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

CHMC SURGICAL FOUNDATION, INC. 403(B) PLAN

403b

Assets$20.5M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHMC SURGICAL FOUNDATION, INC. RETIREE MEDICAL SAVINGS ACCOUNT (RMSA) PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004CHMC SURGICAL FOUNDATION, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$64.7M352025
003CHMC SURGICAL FOUNDATION, INC. PROFIT SHARING PLANProfitSharing$56.7M342025
005CHMC SURGICAL FOUNDATION, INC. 403(B) PLAN403b$20.5M582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHMC SURGICAL FOUNDATION, INC. RETIREE MEDICAL SAVINGS ACCOUNT (RMSA) PLANSelf Funded-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica