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Original filing (PDF)20251014113901NAL0003809728001
THE CHILDREN'S HOSPITAL OF PHILADELPHIA
Form 5500
FILING_RECEIVED
THE CHILDREN'S HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
19,833
Accounts w/ balance
30,769
Plan assets (EOY)
$2.5B
Net assets (EOY)
$2.5B
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHILDREN'S HOSPITAL OF PHILADELPHIA.
Plan sponsor
Name
THE CHILDREN'S HOSPITAL OF PHILADELPHIA
EIN
23-1352166
Address
3401 CIVIC CENTER BLVD. · PHILADELPHIA, PA · 19104
Phone
(215) 590-1000
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
THE ADMINISTRATIVE COMMITTEE OF CHILDREN'S HOSPITAL OF PHILADELPHIA
EIN
23-2003823
City
PHILADELPHIA, PA
Phone
(215) 590-1000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $1.2M | — |
Investments
40 direct securities · 1 pooled fund· $2.5B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$2.4B
39 holdings
Pooled Separate Account
$72.8M
1 holding
Mutual Funds
$973K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares N/R | — | — | — | $285.0M | 11.4% | |
| Fully Benefit-Responsive Investment Contract * TIAA-CREF TIAA Traditional Annuity Account N/R | — | — | — | $255.7M | 10.2% | |
| TIAA-CREF CREF Stock R3 N/R | — | — | — | $188.5M | 7.5% | |
| Nuveen Lifecycle 2050 Fund R6 Class N/R | — | — | — | $158.8M | 6.4% | |
| Nuveen Lifecycle 2055 Fund R6 Class N/R | — | — | — | $132.7M | 5.3% | |
| Nuveen Lifecycle 2040 Fund R6 Class N/R | — | — | — | $115.0M | 4.6% | |
| Nuveen Lifecycle 2045 Fund R6 Class N/R | — | — | — | $111.6M | 4.5% | |
| Harbor Capital Harbor Capital Appreciation Fund Institutional Class N/R | — | — | — | $105.0M | 4.2% | |
| Vanguard Small-Cap Index Fund Institutional Shares N/R | — | — | — | $97.2M | 3.9% | |
| JPMorgan Equity Income Fund Class R6 N/R | — | — | — | $87.3M | 3.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $72.8M | 2.9% | |
| Nuveen Lifecycle 2035 Fund R6 Class N/R | — | — | — | $72.5M | 2.9% | |
| Nuveen Lifecycle 2060 Fund R6 Class N/R | — | — | — | $69.4M | 2.8% | |
| Artisan International Value Fund Institutional Class N/R | — | — | — | $68.8M | 2.8% | |
| TIAA-CREF CREF Social Choice R3 N/R | — | — | — | $67.2M | 2.7% | |
| TIAA-CREF CREF Growth R3 N/R | — | — | — | $63.2M | 2.5% | |
| Nuveen Lifecycle 2030 Fund R6 Class N/R | — | — | — | $58.7M | 2.3% | |
| Vanguard Total Bond Market Index Fund Institutional Shares N/R | — | — | — | $55.1M | 2.2% | |
| Vanguard Total International Stock Index Fund Institutional Shares N/R | — | — | — | $48.3M | 1.9% | |
| TIAA-CREF CREF Global Equities R3 N/R | — | — | — | $47.4M | 1.9% | |
| Nuveen Lifecycle 2025 Fund R6 Class N/R | — | — | — | $41.2M | 1.7% | |
| TIAA-CREF CREF Equity Index R3 N/R | — | — | — | $40.7M | 1.6% | |
| TIAA-CREF CREF Money Market R3 N/R | — | — | — | $32.9M | 1.3% | |
| TIAA-CREF CREF Inflation-Linked Bond R3 N/R | — | — | — | $32.8M | 1.3% | |
| Vanguard International Growth Fund Admiral Shares N/R | — | — | — | $25.8M | 1.0% | |
| Nuveen Lifecycle 2020 Fund R6 Class N/R | — | — | — | $18.8M | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $17.4M | 0.7% | |
| Vanguard Mid-Cap Index Fund Institutional Shares N/R | — | — | — | $16.5M | 0.7% | |
| Vanguard Treasury Money Market Fund N/R | — | — | — | $16.1M | 0.6% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $15.2M | 0.6% | |
| Driehaus Emerging Markets Growth Fund Institutional Class N/R | — | — | — | $14.8M | 0.6% | |
| Nuveen Lifecycle 2065 Fund R6 Class N/R | — | — | — | $13.7M | 0.5% | |
| MFS Mid Cap Growth Fund Class R6 N/R | — | — | — | $9.0M | 0.4% | |
| Separate Accounts * TIAA-CREF CREF Core Bond R3 N/R | — | — | — | $8.8M | 0.4% | |
| Self-Directed Brokerage Account * TIAA-CREF Self Directed Account N/R | — | — | — | $8.1M | 0.3% | |
| PGIM Total Return Bond Fund Class R6 N/R | — | — | — | $7.4M | 0.3% | |
| Nuveen Lifecycle 2015 Fund R6 Class N/R | — | — | — | $5.6M | 0.2% | |
| Delaware Small Cap Value Fund Class R6 N/R | — | — | — | $4.7M | 0.2% | |
| Loomis Sayles Small Cap Growth Fund Class N N/R | — | — | — | $4.3M | 0.2% | |
| Nuveen Lifecycle 2010 Fund R6 Class N/R | — | — | — | $1.9M | <0.1% | |
| s * Nuveen Lifecycle Retirement Income Fund N/R | Mutual Funds | — | — | $973K | <0.1% |