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Original filing (PDF)20250929152333NAL0011025345001
THE CHILDRENS MERCY HOSPITAL
Form 5500
FILING_RECEIVED
CHILDREN'S MERCY HOSPITAL TAX-DEFERRED ANNUITY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,277
Accounts w/ balance
12,193
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHILDRENS MERCY HOSPITAL.
Plan sponsor
Name
THE CHILDRENS MERCY HOSPITAL
EIN
44-0605373
Address
2401 GILLHAM ROAD · KANSAS CITY, MO · 64108
Phone
(816) 701-4041
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
2025-09-29
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $521K | — |
| CAP FINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $74K | — |
| FORVIS, LLP | 44-0160260 | — | NONE | $15K | — |
Investments
43 direct securities · 1 pooled fund· $1.1B(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
$1.1B
42 holdings
Pooled Separate Account
$28.4M
1 holding
Mutual Funds
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total St Mk Ix In Pl 389,535 units | — | — | $390K | $103.1M | 9.2% | |
| Nuveen Lifecycle 2050 - Retirement 5,832,917 units | — | — | $5.8M | $84.9M | 7.6% | |
| Nuveen Lifecycle 2040 - Retirement 7,238,956 units | — | — | $7.2M | $79.6M | 7.1% | |
| Nuveen Lifecycle 2045 - Retirement 5,368,832 units | — | — | $5.4M | $75.5M | 6.8% | |
| TIAA Traditional Annuity Contract *TIAA Traditional Annuity Contract (Benefit Responsive) | — | — | — | $64.1M | 5.7% | |
| TIAA Traditional Annuity Contract (Non-Benefit Responsive) | — | — | — | $57.9M | 5.2% | |
| CREF Stock R2 60,774 units | — | — | $61K | $55.4M | 5.0% | |
| Nuveen Lifecycle 2055 - Retirement 3,052,938 units | — | — | $3.1M | $52.8M | 4.7% | |
| Nuveen Lifecycle 2035 - Retirement 4,107,506 units | — | — | $4.1M | $43.9M | 3.9% | |
| JPMorgan Equity Inc Fd Cla R6 1,790,975 units | — | — | $1.8M | $42.9M | 3.8% | |
| JPMorgan Large Cap Growth R6 425,308 units | — | — | $425K | $35.6M | 3.2% | |
| Vanguard Ttl Intl Stk Idx Inst 279,834 units | — | — | $280K | $35.5M | 3.2% | |
| Nuveen Lifecycle 2030 - Retirement 3,255,552 units | — | — | $3.3M | $33.3M | 3.0% | |
| American EuroPac Growth R6 582,734 units | — | — | $583K | $31.3M | 2.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | $62K | $28.4M | 2.5% | |
| CREF Stock R4 26,756 units | — | — | $27K | $24.6M | 2.2% | |
| Nuveen Lifecycle 2060 - Retirement 1,628,819 units | — | — | $1.6M | $24.5M | 2.2% | |
| Nuveen Lifecycle 2025 - Retirement 2,442,624 units | — | — | $2.4M | $24.1M | 2.2% | |
| Metropolitan W Tot Ret Bd Pln 47 units 394 MFS Mid Cap Value Class R6 747,620 units | — | — | $748K | $23.8M | 2.1% | |
| CREF Growth R2 44,131 units | — | — | $44K | $23.1M | 2.1% | |
| DFA US SmallCap Portfolio Inst 361,064 units | — | — | $361K | $17.7M | 1.6% | |
| CREF Social Choice R2 41,951 units | — | — | $42K | $15.4M | 1.4% | |
| CREF Core Bond R2 111,208 units | — | — | $111K | $14.9M | 1.3% | |
| Dodge & Cox Income Fund - Cl X 1,029,525 units | — | — | $1.0M | $12.8M | 1.1% | |
| CREF Social Choice R4 31,503 units | — | — | $32K | $11.7M | 1.0% | |
| CREF Equity Index R2 21,243 units | — | — | $21K | $10.9M | 1.0% | |
| CREF Global Equities R2 31,064 units | — | — | $31K | $10.8M | 1.0% | |
| JPMorgan Mid Cap Gro Fd Cl R6 184,498 units | — | — | $184K | $9.5M | 0.9% | |
| Nuveen Lifecycle 2020 - Retirement 978,534 units | — | — | $979K | $9.2M | 0.8% | |
| CREF Core Bond R4 51,977 units | — | — | $52K | $7.0M | 0.6% | |
| various maturity dates through November 15, *Notes Receivable from Participants 2034 | — | — | — | $7.0M | 0.6% | |
| Nuveen Money Market - Premium 6,152,796 units | — | — | $6.2M | $6.2M | 0.6% | |
| Vanguard Explorer Adm 51,447 units | — | — | $51K | $5.5M | 0.5% | |
| Nuveen Lifecycle 2065 - Retirement 418,493 units | — | — | $418K | $5.5M | 0.5% | |
| Nuveen Lifecycle 2015 - Retirement 508,033 units | — | — | $508K | $4.6M | 0.4% | |
| Amer Beacon Small Cap Value R6 183,907 units | — | — | $184K | $4.5M | 0.4% | |
| TIAA Stable Fund | — | — | — | $4.4M | 0.4% | |
| TIAA-CREF - Self Directed Account | — | — | — | $3.3M | 0.3% | |
| Vanguard Ttl Bd Mkt Idx Adm 304,680 units | — | — | $305K | $2.9M | 0.3% | |
| Vanguard Extended Mkt Idx Adm 16,382 units | — | — | $16K | $2.4M | 0.2% | |
| CREF Money Market R2 73,793 units | — | — | $74K | $2.2M | 0.2% | |
| s *Nuveen Lifecycle 2010 - Retirement 202,021 units | Mutual Funds | — | $202K | $2.0M | 0.2% | |
| CREF Inflation-Linked Bond R2 16,508 units | — | — | $17K | $1.4M | 0.1% | |
| Nuveen Lifecycle Retirement Income 54,365 units | — | — | $54K | $613K | <0.1% |