Retirement plan

THE CHILDREN'S MERCY HOSPITAL RETIREMENT PLAN

Name: THE CHILDRENS MERCY HOSPITAL - THE CHILDREN'S MERCY HOSPITAL RETIREMENT PLAN (2022) Form 5500
Creator: THE CHILDRENS MERCY HOSPITAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CHILDREN'S MERCY HOSPITAL RETIREMENT PLAN, THE CHILDRENS MERCY HOSPITAL

THE CHILDRENS MERCY HOSPITALEIN 44-0605373Plan #004PY 2022

2401 GILLHAM - KANSAS CITY, MO 64108816-701-4041

Other plans on this EIN

1 filing

#002Retirement-$807.4M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed June 28, 2006 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$433.2M

-8.8% from 2016

Total participants

8,708

-5.8% from 2016

Average account balance

$50,181

-3.2% from 2016

Annual return

-13.60%

-5.42 pp from 2016

Benchmarks

See 229 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort229 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$564.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$61K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

9,252

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28.36M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$30

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
TIAA8+ years Service code 15 · EIN 13-1624203	Recordkeeping	$211,746
CBIZ RETIREMENT PLAN SERVICES3 years Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC Service code 27 · EIN 81-3968784	Advisory (Plan)	$29,772
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260	Accounting	$11,336

Plan features & details

Pension benefit codes2A2C2F2G2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$253K

$39 / participant

Investment mgmt$30K11.8%
Other / not subdivided$223K88.2%

% of EOY assets

0.058%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FORVIS LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,181

$52,346-4.1%

$143,801-65.1%

$78,104-35.8%

Participation rate

98.8%

72.7%+26.1pp

80.3%+18.5pp

74.5%+24.3pp

Annual return

-13.60%

-14.19%+0.6pp

-0.04%-13.6pp

10.90%-24.5pp

Employer contribution / active EE

$4,103

$2,131+92.5%

$4,952-17.2%

$3,128+31.2%

Participant deferral / active EE

$3,800-100.0%

$5,639-100.0%

$5,089-100.0%

Admin fee / account holder

$29

$63-53.8%

$14,680-99.8%

$79-62.9%

Provider

Service type

Compensation

TIAA8+ years

Service code 15 · EIN 13-1624203

Recordkeeping

$211,746

CBIZ RETIREMENT PLAN SERVICES3 years

Filed as: CBIZ INVESTMENT ADVISORY SVCS LLC

Service code 27 · EIN 81-3968784

Advisory (Plan)

$29,772

FORVIS, LLP1 year

Filed as: FORVIS LLP

Service code 10 · EIN 44-0160260

Accounting

$11,336

THE CHILDREN'S MERCY HOSPITAL RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CHILDREN'S MERCY HOSPITAL RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion