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Original filing (PDF)20250414182912NAL0003789360001
THE CHILDREN'S INSTITUTE OF PITTSBURGH
Form 5500
FILING_RECEIVED
THE DEFINED BENEFIT PENSION PLAN OF THE CHILDREN'S INSTITUTE OF PITTSBURGH
Defined-benefit pension plan
Active participants
48
Accounts w/ balance
—
Plan assets (EOY)
$51.6M
Net assets (EOY)
$51.6M
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 290% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHILDREN'S INSTITUTE OF PITTSBURGH.
Plan sponsor
Name
THE CHILDREN'S INSTITUTE OF PITTSBURGH
EIN
23-2935278
Address
1405 SHADY AVENUE · PITTSBURGH, PA · 152171350
Phone
(412) 420-2400
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK, N.A. | 25-1197336 | PITTSBURGH, PA | PLAN CUSTODIA N/TRUSTEE | $28K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS | 23-1707341 | OAKS, PA | INVESTMENT ADVISOR | $190K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | PITTSBURGH, PA | PLAN ADMINISTRATOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHNEIDER DOWNS & CO., INC. | 25-1408703 | PITTSBURGH, PA | PLAN AUDITOR | $24K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ | 31-1582098 | PHILADELPHIA, PA | PLAN ACTUARY | $67K | — |
Investments
2 pooled funds· $2.7M(5% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEI CORE PROPERTY COLLECTIVE FUND SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | $2.7M | 5.2% |
| SEI STRUCTURED CREDIT COLL. FUND SEI TRUST COMPANY · EIN 75-3251893 / PN 024 | Common Collective Trust | $4K | <0.1% |