Original filing (PDF)20251014111335NAL0002609041001

THE CHILDREN'S HOSPITAL OF PHILADELPHIA

Name: THE CHILDREN'S HOSPITAL OF PHILADELPHIA — THE CHILDREN'S HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES, Form 5500 (2024)
Creator: THE CHILDREN'S HOSPITAL OF PHILADELPHIA

Form 5500

FILING_RECEIVED

THE CHILDREN'S HOSPITAL OF PHILADELPHIA RETIREMENT SAVINGS PLAN FOR UNION-REPRESENTED EMPLOYEES

403(b) retirement plan

Signals · 1

Late participant contributions

Active participants

1,522

Accounts w/ balance

1,638

Plan assets (EOY)

$36.4M

Net assets (EOY)

$36.4M

How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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

005

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$52K	—

Investments

40 direct securities · 1 pooled fund· $36.4M(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.

Other securities

$32.7M

36 holdings

Cash / Money Market

$1.7M

2 holdings

Bonds / Notes

$1.4M

1 holding

Pooled Separate Account

$563K

1 holding

Mutual Funds

$1K

1 holding

					% of plan
Fully Benefit-Responsive Investment Contract * TIAA-CREF TIAA Traditional Annuity Account N/R	Other securities	—	—	$7.7M	21.1%
Nuveen Lifecycle 2040 Fund R6 Class N/R	Other securities	—	—	$3.0M	8.2%
Nuveen Lifecycle 2050 Fund R6 Class N/R	Other securities	—	—	$2.9M	7.9%
Nuveen Lifecycle 2045 Fund R6 Class N/R	Other securities	—	—	$2.5M	6.8%
Nuveen Lifecycle 2030 Fund R6 Class N/R	Other securities	—	—	$2.4M	6.6%
Nuveen Lifecycle 2035 Fund R6 Class N/R	Other securities	—	—	$2.1M	5.7%
Vanguard Institutional Index Fund Institutional Shares N/R	Other securities	—	—	$2.0M	5.4%
TIAA-CREF CREF Stock R3 N/R	Other securities	—	—	$1.8M	4.8%
Nuveen Lifecycle 2055 Fund R6 Class N/R	Other securities	—	—	$1.5M	4.2%
Nuveen Lifecycle 2025 Fund R6 Class N/R	Other securities	—	—	$1.5M	4.2%
Participant Interest rates: 4.25% to 9.50% $0	Bonds / Notes	—	—	$1.4M	3.9%
Nuveen Lifecycle 2060 Fund R6 Class N/R	Other securities	—	—	$1.0M	2.8%
Vanguard Treasury Money Market Fund N/R	Cash / Money Market	—	—	$900K	2.5%
TIAA-CREF CREF Money Market R3 N/R	Cash / Money Market	—	—	$811K	2.2%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$563K	1.5%
Nuveen Lifecycle 2020 Fund R6 Class N/R	Other securities	—	—	$484K	1.3%
JPMorgan Equity Income Fund Class R6 N/R	Other securities	—	—	$426K	1.2%
Harbor Capital Harbor Capital Appreciation Fund Institutional Class N/R	Other securities	—	—	$416K	1.1%
TIAA-CREF CREF Global Equities R3 N/R	Other securities	—	—	$328K	0.9%
Vanguard Small-Cap Index Fund Institutional Shares N/R	Other securities	—	—	$324K	0.9%
TIAA-CREF CREF Equity Index R3 N/R	Other securities	—	—	$270K	0.7%
Artisan International Value Fund Institutional Class N/R	Other securities	—	—	$244K	0.7%
Vanguard Total International Stock Index Fund Institutional Shares N/R	Other securities	—	—	$241K	0.7%
Vanguard Total Bond Market Index Fund Institutional Shares N/R	Other securities	—	—	$228K	0.6%
TIAA-CREF CREF Social Choice R3 N/R	Other securities	—	—	$224K	0.6%
Nuveen Lifecycle 2065 Fund R6 Class N/R	Other securities	—	—	$224K	0.6%
TIAA-CREF CREF Inflation-Linked Bond R3 N/R	Other securities	—	—	$216K	0.6%
TIAA-CREF CREF Growth R3 N/R	Other securities	—	—	$121K	0.3%
Separate Accounts * TIAA-CREF CREF Bond Market R3 N/R	Other securities	—	—	$117K	0.3%
Vanguard International Growth Fund Admiral Shares N/R	Other securities	—	—	$112K	0.3%
MFS Mid Cap Value Fund Class R6 N/R	Other securities	—	—	$74K	0.2%
Driehaus Emerging Markets Growth Fund Institutional Class N/R	Other securities	—	—	$69K	0.2%
Self-Directed Brokerage Account * TIAA-CREF Self Directed Account N/R	Other securities	—	—	$52K	0.1%
MFS Mid Cap Growth Fund Class R6 N/R	Other securities	—	—	$50K	0.1%
Vanguard Mid-Cap Index Fund Institutional Shares N/R	Other securities	—	—	$48K	0.1%
Nuveen Lifecycle 2010 Fund R6 Class N/R	Other securities	—	—	$42K	0.1%
Delaware Small Cap Value Fund Class R6 N/R	Other securities	—	—	$35K	<0.1%
Loomis Sayles Small Cap Growth Fund Class N N/R	Other securities	—	—	$31K	<0.1%
PGIM Total Return Bond Fund Class R6 N/R	Other securities	—	—	$28K	<0.1%
Nuveen Lifecycle 2015 Fund R6 Class N/R	Other securities	—	—	$28K	<0.1%
s * Nuveen Lifecycle Retirement Income Fund N/R	Mutual Funds	—	—	$1K	<0.1%