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Original filing (PDF)20251015192751NAL0011211410001
CHILDREN'S HOSPITAL MEDICAL CENTER
Form 5500
FILING_RECEIVED
CHILDREN'S HOSPITAL MEDICAL CENTER RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
67% in single holdingNo recordkeeper disclosed7 service providers
Active participants
16,162
Accounts w/ balance
—
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
8 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
80
Participation health
100
Knocking points off
- Top holding "AON HEWITT COLLECTIVE INVT TR LONG CR BD" is 67% of plan.
- 8 bps in Schedule C fees — 56% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S HOSPITAL MEDICAL CENTER.
Plan sponsor
Name
CHILDREN'S HOSPITAL MEDICAL CENTER
EIN
31-0833936
Address
3333 BURNET AVENUE, MLC 4900 · CINCINNATI, OH · 452293039
Phone
(513) 636-8778
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 | — | NONE | $812K | — |
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | NONE | $115K | — |
| BLACKROCK INSTITUTIONAL TRUST CO | 94-3112180 | — | NONE | $13K | — |
| TRUE NORTH MANAGEMENT GROUP, LLC | 27-0087074 | — | NONE | $0 | — |
| USRA | 47-1438665 | — | NONE | $0 | — |
| WESTERN ASSET | — | — | NONE | $0 | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $0 | — |
Investments
19 direct securities · 8 pooled funds· $1.2B(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.
Common Collective Trust
$1.1B
6 holdings
Uncategorized
$105.5M
19 holdings
103-12 Investment Entity
$2.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON HEWITT COLLECTIVE INVT TR LONG AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | 95,574,879 | — | $810.5M | 67.0% | |
| AON HEWITT GROUP TREASURY STRIPS AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | 42,411,307 | — | $204.4M | 16.9% | |
| NISA COLLECTIVE INVT TR MUTUAL FUND NISA INVESTMENT ADVISORS LLC · EIN 88-6547562 / PN 002 | Common Collective Trust | 4,561,858 | — | $49.7M | 4.1% | |
| STATE STREET SHORT TERM INVESTMENT FUND 25 BPS | — | 27,685,012 | — | $27.7M | 2.3% | |
| AON OPPORTUNISTIC CREDIT FUND AON INVESTMENTS USA, INC. · EIN 98-1554296 / PN 001 | Common Collective Trust | 18,470 | — | $24.1M | 2.0% | |
| TRIDENT VII, L.P. LIMITED PARTNERSHIP | — | 723,298 | — | $14.2M | 1.2% | |
| H/2 SPECIAL OPPS IV | — | 5,145,975 | — | $10.0M | 0.8% | |
| DYAL III PENSION INVESTOR LP | — | 93,438 | — | $8.7M | 0.7% | |
| HARBOURVEST PARTNERS IX LIMITED PARTNERSHIP | — | 167,674 | — | $8.6M | 0.7% | |
| WARBURG PINCUS PE XII, LP LIMITED PARTNERSHIP | — | 144,875 | — | $7.9M | 0.7% | |
| AON PRVT CR OPPS FD II AON INVESTMENTS USA INC. · EIN 87-3885623 / PN 001 | Common Collective Trust | 6,742,196 | — | $7.6M | 0.6% | |
| AON HEWITT COLLECTIVE INVT TR INTER AON TRUST COMPANY LLC · EIN 37-6543784 / PN 038 | Common Collective Trust | 714,913 | — | $7.3M | 0.6% | |
| USRA NET LEASE LLC USRA NET LEASE LLC | — | 16,666 | — | $7.3M | 0.6% | |
| BLACKSTONE REAL ESTATE PARTNER EUROPE V L.P. | — | 1,880,905 | — | $5.6M | 0.5% | |
| CANYON CLO FUND LP LIMITED PARTNERSHIP | — | 56,096 | — | $3.5M | 0.3% | |
| WARBURG PINCUS XI LP LIMITED PARTNERSHIP | — | 2,385 | — | $2.5M | 0.2% | |
| ADAMS STREET GLOBAL SECONDARIE FUND 5 | — | 54,322 | — | $2.1M | 0.2% | |
| SHERIDAN PRODUCTION PTRS III B LIMITED PARTNERSHIP | — | 47,447 | — | $2.1M | 0.2% | |
| ADAMS STREET GLOBAL SECONDARY FUND ADAMS STREET PARTNERS, LLC · EIN 45-3710222 / PN 006 | 103-12 Investment Entity | — | — | $1.9M | 0.2% | |
| TRUE NORTH REAL ESTATE III L.P. | — | 2,185,431 | — | $1.9M | 0.2% | |
| OAKTREE REAL ESTATE OPP VI LP L.P. | — | 88,670 | — | $1.4M | 0.1% | |
| BLACKSTONE REAL EST PRTNR IV EUROPE IV LP | — | 157,210 | — | $706K | <0.1% | |
| BLACKSTONE RE PARTNERS VII REIT | — | 125,661 | — | $476K | <0.1% | |
| TOWNSQUARE REAF I, LP MUTUAL FUND | — | 61,585 | — | $314K | <0.1% | |
| CROSSHARBOR INSTITUTIONAL PARTNERS 2014 LP | — | 59,761 | — | $268K | <0.1% | |
| ASP GSF 5 (SUNSHINE HOLDINGS) LP ADAMS STREET PARTNERS, LLC · EIN 61-1803802 / PN 001 | 103-12 Investment Entity | — | — | $170K | <0.1% | |
| TPG OPPORTUNITIES PARTNERS II L.P. | — | 454 | — | $31K | <0.1% |