Retirement plan

COOK CHILDREN'S HEALTH CARE SYSTEM RETIREMENT PLAN

Name: COOK CHILDREN'S HEALTH CARE SYSTEM - COOK CHILDREN'S HEALTH CARE SYSTEM RETIREMENT PLAN (2023) Form 5500
Creator: COOK CHILDREN'S HEALTH CARE SYSTEM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COOK CHILDREN'S HEALTH CARE SYSTEM RETIREMENT PLAN, COOK CHILDREN'S HEALTH CARE SYSTEM

COOK CHILDREN'S HEALTH CARE SYSTEMEIN 75-2705881Plan #003PY 2023

801 SEVENTH AVE. - FORT WORTH, TX 76104682-885-7539cookchildrens.orgLinkedIn5001-10000 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$690.3M assets

Prospect flagsLow participant contribution

Top hat statement on fileNQDC

Filed December 20, 2018 (most recent of 3 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

801 7th Avenue

Fort Worth State: TX Zip Code: 76104

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Plans declared (1)

Cook Children's Health Care System Supplemental Retirement Plan for Select Physicians, adopted December 18, 2018, but effective January 1, 20182 emp

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Total assets (EOY)

$466.6M

-13.0% from 2016

Total participants

10,871

-10.5% from 2016

Average account balance

$46,153

-3.7% from 2016

Annual return

17.88%

-8.05 pp from 2016

Benchmarks

See 224 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants5,000-9,999

Cohort224 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$547.23M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

10,704

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.

93.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46.77M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL9+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$232,761

Plan features & details

Pension benefit codes2F2K2R2T3D3H

Plan features

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).
2K
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 contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$232K

$24 / participant

Recordkeeping$232K100.0%

% of EOY assets

0.050%

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 MAZARS, LLP
Auditor EIN: 440160260
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,153

$59,312-22.2%

$149,740-69.2%

$103,657-55.5%

Participation rate

92.1%

70.3%+21.8pp

78.8%+13.3pp

73.4%+18.7pp

Annual return

17.88%

78.03%-60.2pp

134.51%-116.6pp

33.13%-15.3pp

Employer contribution / active EE

$4,595

$2,187+110.1%

$4,821-4.7%

$3,216+42.9%

Participant deferral / active EE

$3,719-100.0%

$5,683-100.0%

$5,218-100.0%

Admin fee / account holder

$23

$103-77.6%

$13,222-99.8%

$114-79.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL9+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$232,761

COOK CHILDREN'S HEALTH CARE SYSTEM RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COOK CHILDREN'S HEALTH CARE SYSTEM RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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