Plan Snapshot
- Plan Sponsor: Children'S Hospital Medical Center
- Sponsor EIN: 310833936
- Sponsor Address: 3333 BURNET AVENUE, MLC 4900, CINCINNATI, OH, 452293039
- Plan Type: DB
- Total Participants: 16,162
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16,162 | $1.2B | $0 | $0 |
| 2023 | 14,805 | $1.3B | $0 | $0 |
| 2022 | 13,449 | $1.3B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AON INVESTMENTS USA INC | Other Service Provider | $812,261 | — | $812,261 |
| USRA | Other Service Provider | — | $118,207 | $118,207 |
| STATE STREET BANK & TRUST COMPANY | Other Service Provider | $115,318 | — | $115,318 |
| TRUE NORTH MANAGEMENT GROUP, LLC | Other Service Provider | — | $45,476 | $45,476 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $13,112 | — | $13,112 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,104,374
- Estimated Expense Ratio: 0.091% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,726,500 | $2,483,290 | — | — | — |
| 2023 | $4,201,416 | $2,215,272 | — | — | — |
| 2022 | $3,128,584 | $1,411,000 | — | — | — |