Plan Snapshot
- Plan Sponsor: Shriners Children'S
- Sponsor EIN: 362193608
- Sponsor Address: P.O. BOX 31356, TAMPA, FL, 336313356
- Plan Type: DB
- Total Participants: 862
- Total Assets: $674.8M
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 | 862 | $674.8M | $15.0M | $0 |
| 2023 | 939 | $668.0M | $15.0M | $0 |
| 2022 | 1,028 | $623.2M | $15.0M | $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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MGMT. CO. LLC | Other Service Provider | $588,642 | — | $588,642 |
| BLACKROCK INSTITUTIONAL TRST CO, NA | Other Service Provider | $412,953 | — | $412,953 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $349,963 | — | $349,963 |
| BALENTINE, LLC | Other Service Provider | $171,580 | — | $171,580 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $163,147 | — | $163,147 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $140,448 | — | $140,448 |
| NEPC, LLC | Recordkeeper | $41,788 | — | $41,788 |
| CBIZ CPAS P.C. | Other Service Provider | $22,050 | — | $22,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- NEPC, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,890,571
- Estimated Expense Ratio: 0.280% 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 | $2,363,374 | $1,564,926 | — | $22,050 | — |
| 2023 | $2,729,593 | $1,090,704 | — | $21,000 | — |
| 2022 | $2,690,082 | $1,423,590 | $20,737 | — | $821,443 |