Original filing (PDF)20251014114531NAL0005758386001

THE CHILDREN'S HOSPITAL OF PHILADELPHIA

Name: THE CHILDREN'S HOSPITAL OF PHILADELPHIA — THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: THE CHILDREN'S HOSPITAL OF PHILADELPHIA

Form 5500

FILING_RECEIVED

THE CHILDREN'S HOSPITAL OF PHILADELPHIA FUNDED RETIREMENT SAVINGS PLAN

403(b) retirement plan

Active participants

19,390

Accounts w/ balance

21,322

Plan assets (EOY)

$389.6M

Net assets (EOY)

$389.6M

How this plan invests

This plan

1 pooled trust

Schedule D

36 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 THE CHILDREN'S HOSPITAL OF PHILADELPHI

EIN

23-2003823

City

PHILADELPHIA, PA

Phone

(215) 590-1000

Plan characteristics

Plan number

011

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)

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA	13-1624203	—	NONE	$225K	—

Investments

36 direct securities · 1 pooled fund· $323.3M(83% 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

$318.4M

34 holdings

Pooled Separate Account

$3.6M

1 holding

Cash / Money Market

$1.3M

1 holding

Mutual Funds

$68K

1 holding

					% of plan
Nuveen Lifecycle 2050 Fund R6 Class N/R	Other securities	—	—	$45.4M	11.6%
Nuveen Lifecycle 2055 Fund R6 Class N/R	Other securities	—	—	$43.5M	11.2%
Nuveen Lifecycle 2045 Fund R6 Class N/R	Other securities	—	—	$32.6M	8.4%
Nuveen Lifecycle 2040 Fund R6 Class N/R	Other securities	—	—	$25.5M	6.5%
Nuveen Lifecycle 2060 Fund R6 Class N/R	Other securities	—	—	$23.0M	5.9%
Nuveen Lifecycle 2035 Fund R6 Class N/R	Other securities	—	—	$23.0M	5.9%
Nuveen Lifecycle 2030 Fund R6 Class N/R	Other securities	—	—	$20.5M	5.2%
Nuveen Lifecycle 2025 Fund R6 Class N/R	Other securities	—	—	$18.8M	4.8%
Vanguard Institutional Index Fund Institutional Shares N/R	Other securities	—	—	$16.6M	4.2%
Nuveen Lifecycle 2020 Fund R6 Class N/R	Other securities	—	—	$9.9M	2.5%
Non Benefit-Responsive Investment Contract * TIAA-CREF TIAA Traditional Annuity Account N/R	Other securities	—	—	$7.6M	2.0%
TIAA-CREF CREF Stock R3 N/R	Other securities	—	—	$5.9M	1.5%
Vanguard Small-Cap Index Fund Institutional Shares N/R	Other securities	—	—	$5.8M	1.5%
JPM JPMorgan Equity Income Fund Class R6 N/R	Other securities	—	—	$5.0M	1.3%
Vanguard Total International Stock Index Fund Institutional Shares N/R	Other securities	—	—	$4.2M	1.1%
Artisan International Value Fund Institutional Class N/R	Other securities	—	—	$3.9M	1.0%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$3.6M	0.9%
TIAA-CREF CREF Social Choice R3 N/R	Other securities	—	—	$3.1M	0.8%
Nuveen Lifecycle 2010 Fund R6 Class N/R	Other securities	—	—	$2.9M	0.7%
Vanguard Total Bond Market Index Fund Institutional Shares N/R	Other securities	—	—	$2.8M	0.7%
Harbor Capital Harbor Capital Appreciation Fund Institutional Class N/R	Other securities	—	—	$2.8M	0.7%
Nuveen Lifecycle 2065 Fund R6 Class N/R	Other securities	—	—	$2.7M	0.7%
Vanguard International Growth Fund Admiral Shares N/R	Other securities	—	—	$2.3M	0.6%
Nuveen Lifecycle 2015 Fund R6 Class N/R	Other securities	—	—	$2.2M	0.6%
Vanguard Mid-Cap Index Fund Institutional Shares N/R	Other securities	—	—	$1.5M	0.4%
Vanguard Treasury Money Market Fund N/R	Cash / Money Market	—	—	$1.3M	0.3%
TIAA-CREF CREF Inflation-Linked Bond R3 N/R	Other securities	—	—	$1.3M	0.3%
T Rowe Price Driehaus Emerging Markets Growth Fund Institutional Class N/R	Other securities	—	—	$1.3M	0.3%
MFS Mid Cap Value Fund Class R6 N/R	Other securities	—	—	$1.2M	0.3%
MFS Mid Cap Growth Fund Class R6 N/R	Other securities	—	—	$1.2M	0.3%
PGIM Total Retum Bond Fund Class R6 N/R	Other securities	—	—	$671K	0.2%
Loomis Sayles Small Cap Growth Fund Class N N/R	Other securities	—	—	$450K	0.1%
Delaware Small Cap Value Fund Class R6 N/R	Other securities	—	—	$444K	0.1%
Self-Directed Brokerage Account * TIAA-CREF Self Directed Account N/R	Other securities	—	—	$312K	<0.1%
TIAA-CREF CREF Global Equities R3 N/R	Other securities	—	—	$231K	<0.1%
s * Nuveen Lifecycle Retirement Income Fund N/R	Mutual Funds	—	—	$68K	<0.1%
Separate Accounts * TIAA-CREF CREF Core Bond R3 N/R	Other securities	—	—	$3K	<0.1%