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  2. CHMC Surgical Foundation, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

CHMC Surgical Foundation, Inc.

EIN 04-2767602-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$146.4M assets
Health & Benefits
1
Participants
121
300 LONGWOOD AVENUE - BOSTON, MA 02115617-355-8001
Plans on this EIN
4 filings
#004Traditional DB-$64.7M - 35 part#003Profit-sharing-$56.7M - 34 part#005403(b)-$25.0M - 38 part#501Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $146.4M assets / 107 participants

Assets by plan

Share of aggregate retirement assets

  • DEFINED BENEFIT PENSION (#004)$64.7M
  • PROFIT SHARING PLAN (#003)$56.7M
  • FOUNDATION, INC. 403(B) (#005)$25.0M
Total $146.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • FOUNDATION, INC. 403(B) (#005)38
  • DEFINED BENEFIT PENSION (#004)35
  • PROFIT SHARING PLAN (#003)34
Total 107Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

CHMC SURGICAL FOUNDATION, INC. DEFINED BENEFIT PENSION PLAN

Traditional DB

Assets$64.7M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CHMC SURGICAL FOUNDATION, INC. PROFIT SHARING PLAN

Profit-sharing

Assets$56.7M
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

CHMC SURGICAL FOUNDATION, INC. 403(B) PLAN

403(b)

Assets$25.0M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

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

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004CHMC SURGICAL FOUNDATION, INC. DEFINED BENEFIT PENSION PLANTraditional DB$64.7M352025
#003CHMC SURGICAL FOUNDATION, INC. PROFIT SHARING PLANProfit-sharing$56.7M342025
#005CHMC SURGICAL FOUNDATION, INC. 403(B) PLAN403(b)$25.0M382025
  • CHMC SURGICAL FOUNDATION, INC. DEFINED BENEFIT PENSION PLAN$64.7M
    #004 · Traditional DB · 202535
  • CHMC SURGICAL FOUNDATION, INC. PROFIT SHARING PLAN$56.7M
    #003 · Profit-sharing · 202534
  • CHMC SURGICAL FOUNDATION, INC. 403(B) PLAN$25.0M
    #005 · 403(b) · 202538

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CHMC SURGICAL FOUNDATION, INC. RETIREE MEDICAL SAVINGS ACCOUNT (RMSA) PLANSelf-funded-$002025
  • CHMC SURGICAL FOUNDATION, INC. RETIREE MEDICAL SAVINGS ACCOUNT (RMSA) PLAN$0
    #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
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