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Original filing (PDF)20251014194436NAL0007288642001
SHRINERS HOSPITALS FOR CHILDREN
Form 5500
FILING_RECEIVED
SHRINERS HOSPITALS FOR CHILDREN RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
4,831
Accounts w/ balance
7,921
Plan assets (EOY)
$762.1M
Net assets (EOY)
$762.1M
How this plan invests
This plan
31 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHRINERS HOSPITALS FOR CHILDREN.
Plan sponsor
Name
SHRINERS HOSPITALS FOR CHILDREN
EIN
36-2193608
Address
2900 ROCKY POINT DR. · P.O. BOX 31356 · TAMPA, FL · 33631
Phone
(813) 281-0300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $626K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $350 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
31 direct securities· $756.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $117.0M | 15.3% | |
| Vanguard Funds Vanguard Extended Mkt Index Instl | — | — | — | $65.4M | 8.6% | |
| Harbor Funds Harbor Capital Appreciation Instl | — | — | — | $61.0M | 8.0% | |
| Transamerica Life Insurance Co. Guaranteed Investment Option | — | — | — | $57.7M | 7.6% | |
| Vanguard Funds Vanguard Target Retirement 2035 | — | — | — | $39.0M | 5.1% | |
| Vanguard Funds Vanguard Target Retirement 2030 | — | — | — | $37.6M | 4.9% | |
| Vanguard Funds Vanguard Target Retirement 2045 | — | — | — | $34.9M | 4.6% | |
| Vanguard Funds Vanguard Target Retirement 2025 | — | — | — | $31.9M | 4.2% | |
| Vanguard Funds Vanguard Target Retirement 2040 | — | — | — | $31.1M | 4.1% | |
| Diamond Hill Funds Diamond Hill Large Cap Y | — | — | — | $29.0M | 3.8% | |
| American Funds American Funds EuroPacific Gr R5 | — | — | — | $28.9M | 3.8% | |
| Calvert Funds Calvert Equity I | — | — | — | $28.7M | 3.8% | |
| Vanguard Funds Vanguard Target Retirement 2050 | — | — | — | $28.2M | 3.7% | |
| Vanguard Funds Vanguard Total Bond Mkt Index Instl | — | — | — | $27.1M | 3.6% | |
| Vanguard Funds Vanguard Developed Mkt Index Instl | — | — | — | $20.6M | 2.7% | |
| Diamond Hill Funds Diamond Hill Small-Mid Cap Y | — | — | — | $17.3M | 2.3% | |
| Vanguard Funds Vanguard Target Retirement 2055 | — | — | — | $14.1M | 1.9% | |
| Vanguard Funds Vanguard Target Retirement 2020 | — | — | — | $14.0M | 1.8% | |
| Vanguard Funds Vanguard Target Retirement Income | — | — | — | $11.6M | 1.5% | |
| Vanguard Funds Vanguard LifeStrategy Moderate Gr | — | — | — | $11.5M | 1.5% | |
| Vanguard Funds Vanguard Treasury Money Market | — | — | — | $10.5M | 1.4% | |
| Vanguard Funds Vanguard LifeStrategy Growth | — | — | — | $8.6M | 1.1% | |
| Vanguard Funds Vanguard Target Retirement 2060 | — | — | — | $8.2M | 1.1% | |
| Vanguard Funds Vanguard Inf-Protected Secs Adm | — | — | — | $8.0M | 1.0% | |
| Charles Schwab Institutional Personal Choice Retirement Account (Other Funds) | — | — | — | $6.4M | 0.8% | |
| JPMorgan Funds JPMorgan Core Bond R5 | — | — | — | $2.9M | 0.4% | |
| Vanguard Funds Vanguard Target Retirement 2065 | — | — | — | $2.0M | 0.3% | |
| Vanguard Funds Vanguard LifeStrategy Consv Gr | — | — | — | $1.7M | 0.2% | |
| Vanguard Funds Vanguard LifeStrategy Income | — | — | — | $1.0M | 0.1% | |
| Transamerica Financial Life Ins. Co. General Account | — | — | — | $742K | <0.1% | |
| Variable Annuity Life Insurance Co. General Account | — | — | — | $5K | <0.1% |