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Original filing (PDF)20251014134112NAL0004111136001

NATIONWIDE CHILDREN'S HOSPITAL

Form 5500
FILING_RECEIVED
NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
16,511
Accounts w/ balance
10,097
Plan assets (EOY)
$841.3M
Net assets (EOY)
$841.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
268 securities
funds · stocks · CUSIPs

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

Plan health score (directional)
95
/ 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
80
Knocking points off
  • No recordkeeper disclosed on Schedule C.
  • 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NATIONWIDE CHILDREN'S HOSPITAL.
Plan sponsor
Name
NATIONWIDE CHILDREN'S HOSPITAL
EIN
31-4379441
Address
700 CHILDREN'S DRIVE · COLUMBUS, OH · 43205
Phone
(614) 355-4114
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
NATIONWIDECOLUMBUS, OHNONE$376K
TIAA - TEACHERS INSURANCE ANNUITY13-1624203NEW YORK, NY$138K

Investments

261 direct securities · 2 pooled funds· $850.1M(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
$830.6M
261 holdings
Pooled Separate Account
$19.5M
2 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANGUARD INSTITUTIONAL INDEX$106.5M12.7%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2040$89.0M10.6%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2055$48.8M5.8%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2050$45.1M5.4%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2035$43.9M5.2%
AMERICAN FUNDS AMERICAN EUROPACIFIC GROWTH$37.1M4.4%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2045$36.2M4.3%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2030$31.3M3.7%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2060$28.9M3.4%
TIAA-CREF TIAA TRADITIONAL NON BENEFIT RESPONSIVE 2$25.2M3.0%
CREF VARIABLE ANNUITY ACCOUNT STOCK ACCOUNT$23.7M2.8%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2025$23.4M2.8%
VANGUARD SMALL-CAP INDEX$21.0M2.5%
VANGUARD MID-CAP INDEX$20.9M2.5%
TIAA and CREF TIAA STABLE VALUE FUND$19.6M2.3%
NEUBERGER BERMAN NEUBERGER BERMAN REAL ESTATE$18.7M2.2%
TIAA-CREF TIAA TRADITIONAL BENEFIT RESPONSIVE$18.6M2.2%
VANGUARD VALUE INDEX INSTITUTIONAL$18.6M2.2%
JP MORGAN JPMORGAN US EQUITY R5$16.7M2.0%
VARIABLE ANNUITY ACCOUNT C
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000
Pooled Separate Account
$16.2M1.9%
VANGUARD TOTAL BOND MARKET INDEX FUND$12.5M1.5%
CREF VARIABLE ANNUITY ACCOUNT GROWTH ACCOUNT$12.1M1.4%
AllianceBernstein LARGE CAP GROWTH FUND$8.5M1.0%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2065$7.9M0.9%
VANGUARD INSTITUTIONAL TARGET RETIREMENT INC$6.4M0.8%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2020$6.3M0.8%
METROPOLITAN WEST METROPOLITAN WEST TOTAL RETURN BOND I$6.1M0.7%
Money Market Funds VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND$6.1M0.7%
BLACKROCK INFLATATION PROTECTED BOND$5.0M0.6%
CREF VARIABLE ANNUITY ACCOUNT GLOBAL EQUITIES ACCOUNT$5.0M0.6%
CAUSEWAY EMERGING MARKETS INSTITUTIONAL$4.9M0.6%
VOYA FINANCIAL VOYA FIXED ACCOUNT**$4.6M0.5%
CREF VARIABLE ANNUITY ACCOUNT EQUITY INDEX ACCOUNT$4.0M0.5%
BAIRD MID CAP FUND INSTITUTIONAL$3.8M0.5%
CREF VARIABLE ANNUITY ACCOUNT MONEY MARKET ACCOUNT$3.6M0.4%
VARIABLE ANNUITY LIFE INSURANCE COMPANY FIXED ACCOUNT PLUS**$3.6M0.4%
TIAA REAL ESTATE
TIAA-CREF · EIN 13-1624203 / PN 004
Pooled Separate Account
$3.3M0.4%
VOYA FINANCIAL VOYA GROWTH AND INCOME PORTFOLIO I$3.1M0.4%
ALLSPRING SPECIAL SMALLCAP VALUE R6$3.1M0.4%
VOYA FINANCIAL FIDELITY VIP CONTRAFUND PORTFOLIO$2.8M0.3%
CREF VARIABLE ANNUITY ACCOUNT SOCIAL CHOICE ACCOUNT$2.1M0.2%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2040 INVESTMENT$2.1M0.2%
FIDELITY INVESTMENTS FIDELITY GROWTH COMPANY$2.1M0.2%
FIDELITY INVESTMENTS FIDELITY 500 INDEX$2.0M0.2%
FIDELITY INVESTMENTS FIDELITY MAGELLAN$2.0M0.2%
FIDELITY INVESTMENTS FIDELITY CONTRAFUND$1.6M0.2%
VOYA FINANCIAL VOYA LARGE CAP GROWTH PORTFOLIO INSTITUTIONAL$1.5M0.2%
CREF VARIABLE ANNUITY ACCOUNT CORE BOND ACCOUNT$1.2M0.1%
VOYA FINANCIAL VOYA INDEX PLUS LARGE CAP PORTFOLIO$1.1M0.1%
FIDELITY INVESTMENTS FIDELITY TOTAL MARKET INDEX$1.0M0.1%
FIDELITY INVESTMENTS FIDELITY GROWTH & INCOME$1.0M0.1%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2030 INVESTMENT$915K0.1%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2035 INVESTMENT$881K0.1%
VOYA FINANCIAL VOYA GLOBAL PORTFOLIO$876K0.1%
VOYA FINANCIAL FIDELITY VIP GROWTH PORTFOLIO I$849K0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY STOCK INDEX FUND$779K<0.1%
FIDELITY INVESTMENTS FIDELITY BLUE CHIP GROWTH$763K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SHORT TERM FIXED ACCOUNT**$742K<0.1%
FIDELITY INVESTMENTS FIDELITY GOVERNMENT CASH RESERVE$719K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY MID CAP INDEX FUND$667K<0.1%
VANGUARD INSTITUTIONAL TARGET RETIREMENT 2070 INV$653K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SCIENCE & TECHNOLOGY FUND$627K<0.1%
TIAA-CREF PLAN LOAN DEFAULT FUND$624K<0.1%
CREF VARIABLE ANNUITY ACCOUNT INFLATION-LINKED BOND ACCOUNT$598K<0.1%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2025 INVESTMENT$585K<0.1%
VOYA FINANCIAL T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO$526K<0.1%
VOYA FINANCIAL VOYA RUSSELL LARGE CAP GRADE INDEX PORTFOLIO I$453K<0.1%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2020 INVESTMENT$452K<0.1%
VOYA FINANCIAL FIDELITY VIP EQUITY INCOME PORTFOLIO I$448K<0.1%
VOYA FINANCIAL VOYA T. ROWE PRICE GROWTH EQUITY PORTFOLIO I$447K<0.1%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2045 INVESTMENT$446K<0.1%
VOYA FINANCIAL VOYA INVESCO EQUITY & INCOME PORTFOLIO 1$429K<0.1%
VOYA FINANCIAL VOYA INDEX PLUS MID CAP PORTFOLIO I$425K<0.1%
FIDELITY INVESTMENTS FIDELITY FDM INDEX 2030 IPR$409K<0.1%
FIDELITY INVESTMENTS FIDELITY US BOND INDEX$395K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT TECHNOLOGY$377K<0.1%
FIDELITY INVESTMENTS FIDELITY LOW PRICED STOCK$366K<0.1%
VOYA FINANCIAL VOYA SMALL COMPANY PORTFOLIO I$346K<0.1%
FIDELITY INVESTMENTS FIDELITY OTC PORTFOLIO$328K<0.1%
FIDELITY INVESTMENTS FIDELITY PURITAN$324K<0.1%
VOYA FINANCIAL VOYA BALANCED INCOME PORTFOLIO I$321K<0.1%
FIDELITY INVESTMENTS FIDELITY EQ DIV INCOME$318K<0.1%
FIDELITY INVESTMENTS FIDELITY FOCUSED STOCK$270K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY LARGE CAPITAL GROWTH$269K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT SEMICONDUCTORS$265K<0.1%
VOYA FINANCIAL VOYA INVESCO COMSTOCK PORTFOLIO$265K<0.1%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2050 INVESTMENT$247K<0.1%
FIDELITY INVESTMENTS FIDELITY DIVERSIFIED INTERNATIONAL$230K<0.1%
FIDELITY INVESTMENTS FIDELITY GLOBAL EX US INDEX$224K<0.1%
FIDELITY INVESTMENTS FIDELITY INVESTMENT GRADE BOND$210K<0.1%
FIDELITY INVESTMENTS FIDELITY SMALL CAP INDEX$204K<0.1%
FIDELITY INVESTMENTS FIDELITY INTERNATIONAL INDEX$196K<0.1%
FIDELITY INVESTMENTS FIDELITY STRATEGIC INCOME$187K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SYSTEMATIC CORE FUND$185K<0.1%
VANGUARD WELLINGTON FUND, INC.$184K<0.1%
VOYA FINANCIAL VOYA SOLUTION AGGRESSIVE PORTFOLIO$176K<0.1%
FIDELITY INVESTMENTS FIDELITY GROWTH DISCOVERY$174K<0.1%
VOYA FINANCIAL VOYA MIDCAP OPPORTUNITIES PORTFOLIO I$172K<0.1%
TIAA-CREF TIAA TRADITIONAL NON BENEFIT RESPONSIVE$172K<0.1%
FIDELITY INVESTMENTS FIDELITY MID CAP INDEX$169K<0.1%
VOYA FINANCIAL VOYA RUSSELL LARGE CAP INDEX PORTFOLIO I$166K<0.1%
FIDELITY INVESTMENTS FIDELITY FDM INDEX 2040 IPR$164K<0.1%
FIDELITY INVESTMENTS FIDELITY INTERNATIONAL DISCOVERY$163K<0.1%
VOYA FINANCIAL VOYA SOLUTION 2025 PORTFOLIO$162K<0.1%
FIDELITY INVESTMENTS FIDELITY SMALL CAP GROWTH$161K<0.1%
FIDELITY INVESTMENTS FIDELITY SMALL CAP VALUE$161K<0.1%
FIDELITY INVESTMENTS FIDELITY INFLATION PROTECTED BOND INDEX$159K<0.1%
FIDELITY INVESTMENTS FIDELITY ASSET MANAGER 60%$155K<0.1%
FIDELITY INVESTMENTS FIDELITY TREND$153K<0.1%
FIDELITY INVESTMENTS FIDELITY BALANCED$153K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT ENERGY$152K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SYSTEMATIC VALUE FUND$150K<0.1%
FIDELITY INVESTMENTS FIDELITY MID CAP STOCK$150K<0.1%
VOYA FINANCIAL VOYA INTERMEDIATE BOND PORTFOLIO I$150K<0.1%
FIDELITY INVESTMENTS FIDELITY ASSET MANAGER 50%$146K<0.1%
VOYA FINANCIAL VOYA BARON GROWTH PORTFOLIO$144K<0.1%
FIDELITY INVESTMENTS FIDELITY NEW MARKETS INC$140K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT SOFTWARE$139K<0.1%
FIDELITY INVESTMENTS FIDELITY FDM INDEX 2035 IPR$137K<0.1%
FIDELITY INVESTMENTS FIDELITY TOTAL BOND$133K<0.1%
FIDELITY INVESTMENTS FIDELITY STOCK SELECTOR$132K<0.1%
FIDELITY INVESTMENTS FIDELITY CAPITAL & INCOME$128K<0.1%
FIDELITY INVESTMENTS FIDELITY OVERSEAS$128K<0.1%
FIDELITY INVESTMENTS FIDELITY DIVIDEND GROWTH$127K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY MID CAP STRATEGIC GROWTH$127K<0.1%
VOYA FINANCIAL VOYA GOVERNMENT MONEY MARKET PORTFOLIO I$125K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SMALL CAP INDEX FUND$122K<0.1%
FIDELITY INVESTMENTS FIDELITY GOVERNMENT MONEY MARKET$114K<0.1%
VOYA FINANCIAL VOYA LARGE CAP VALUE PORTFOLIO$106K<0.1%
FIDELITY INVESTMENTS FIDELITY EXTD MARKET INDEX$104K<0.1%
VOYA FINANCIAL VOYA BALANCED PORTFOLIO I$102K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY INTERNATIONAL GROWTH I FUND$99K<0.1%
FIDELITY INVESTMENTS FIDELITY GOVERNMENT MONEY MARKET PREMIUM$95K<0.1%
FIDELITY INVESTMENTS FIDELITY FID FUND$94K<0.1%
FIDELITY INVESTMENTS FIDELITY STOCK SELECT LARGE CAP VALUE$93K<0.1%
FIDELITY INVESTMENTS FIDELITY GROWTH STRATEGIC$93K<0.1%
VOYA FINANCIAL BLACKROCK HEALTH SCIENCE OPPORTUNITIES PORTFOLIO$92K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC COMPANY I CAPITAL APPRECIATION$91K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY GROWTH FUND$91K<0.1%
FIDELITY INVESTMENTS FIDELITY NASDAQ COMPOSITE INDEX$91K<0.1%
VOYA FINANCIAL LORD ABBETT FUND MID CAP STOCK$90K<0.1%
VANGUARD WINDSOR II$90K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT GOLD$89K<0.1%
FIDELITY INVESTMENTS FIDELITY GNMA$89K<0.1%
FIDELITY INVESTMENTS FIDELITY FINANCIALS$86K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT BROKERAGE$85K<0.1%
VOYA FINANCIAL VOYA FIXED ACCOUNT PLUS**$82K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT BIOTECH$82K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT COMMUNICATION SERVICE$81K<0.1%
FIDELITY INVESTMENTS FIDELITY SHORT TERM BOND$81K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT INSURANCE$77K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT BANKING$76K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT INDUSTRIALS$75K<0.1%
VOYA FINANCIAL AMERICAN FUNDS WASHINGTON MUTUAL R4$73K<0.1%
VOYA FINANCIAL VOYA RUSSELL MID CAP GROWTH INDEX PORTFOLIO S$72K<0.1%
FIDELITY INVESTMENTS FIDELITY EQUITY INCOME$71K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SMALL CAP GROWTH FUND$71K<0.1%
FIDELITY INVESTMENTS FIDELITY MULTI ASSET INDEX$70K<0.1%
VOYA FINANCIAL VOYA SOLUTION 2035 PORTFOLIO$69K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SMALL CAP VALUE FUND$68K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY INTERNATIONAL EQUITIES INDEX FUND$67K<0.1%
FIDELITY INVESTMENTS FIDELITY TELECOM & UTILITIES FUND$66K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY NASDAQ-100(R) INDEX FUND$65K<0.1%
FIDELITY INVESTMENTS FIDELITY EMRG MARKETS INDEX$65K<0.1%
FIDELITY INVESTMENTS FIDELITY CONVERTIBLE SECURITY$64K<0.1%
FIDELITY INVESTMENTS FIDELITY INTERNATIONAL SMALL CAP$61K<0.1%
FIDELITY INVESTMENTS FIDELITY NATURAL RESOURCES$60K<0.1%
FIDELITY INVESTMENTS FIDELITY FLOAT RATE HIGH INCOME$59K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY INTERNATIONAL SOCIALLY RESPONSIBLE FUND$58K<0.1%
FIDELITY INVESTMENTS FIDELIRT SELECT CONS DISCRETIONARY$56K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT MEDICAL TECHNOLOGY & DEVICES$51K<0.1%
FIDELITY INVESTMENTS FIDELITY EMERGING MARKETS$50K<0.1%
FIDELITY INVESTMENTS FIDELITY INTERNATIONAL GROWTH$50K<0.1%
VOYA FINANCIAL VOYA GLOBAL HIGH DIVIDEND LOW VOLATILITY PORTFOLIO I$50K<0.1%
VOYA FINANCIAL INVESCO V.I. CORE EQUITY FUND$50K<0.1%
FIDELITY INVESTMENTS FIDELITY FREEDOM INDEX 2010 INVESTMENT$48K<0.1%
FIDELITY INVESTMENTS FIDELITY HIGH INCOME$48K<0.1%
VOYA FINANCIAL INVESCO V.I. AMERICAN FRANCHISE FUND$47K<0.1%
VOYA FINANCIAL AMERICAN FUNDS GROWTH FUND R4$47K<0.1%
FIDELITY INVESTMENTS FIDELITY MID CAP VALUE$45K<0.1%
FIDELITY INVESTMENTS FIDELITY STOCK SELECT MID CAP$43K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT HEALTHCARE$43K<0.1%
FIDELITY INVESTMENTS FIDELITY INTERMEDIATE TREASURY BOND INDEX$42K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY MID CAP VALUE FUND$39K<0.1%
FIDELITY INVESTMENTS FIDELITY SMALL CAP STOCK$39K<0.1%
FIDELITY INVESTMENTS FIDELITY SELECT FINTECH$39K<0.1%
VOYA FINANCIAL VOYA HIGH YIELD PORTFOLIO INS$37K<0.1%
FIDELITY INVESTMENTS FIDELITY EMERGING ASIA$36K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY INTERNATIONAL VALUE FUND$35K<0.1%
FIDELITY INVESTMENTS FIDELITY INTERMEDIATE BOND$35K<0.1%
FIDELITY INVESTMENTS FIDELITY GOVERNMENT INCOME$34K<0.1%
FIDELITY INVESTMENTS FIDELITY GLOBAL COMDTY STK$33K<0.1%
FIDELITY INVESTMENTS FIDELITY SHORT TERM BOND INDEX$33K<0.1%
VOYA FINANCIAL FRANKLIN SAMLL CAP VALUE VIP FUND$31K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SYSTEMATIC GROWTH FUND$31K<0.1%
FIDELITY INVESTMENTS FIDELITY CHINA REGION$30K<0.1%
VOYA FINANCIAL AMERICAN FUNDS EUROPACIFIC R4$28K<0.1%
FIDELITY INVESTMENTS FIDELITY MORTGAGE SECURITIES$28K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY SMALL CAP SPECIAL VALUE FUND$27K<0.1%
VARIABLE ANNUITY LIFE INSURANCE COMPANY EMERGING ECONOMIES$26K<0.1%
Showing top 200 of 263 investments by value.