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Original filing (PDF)20251006114856NAL0001830787001
CHILDREN'S HOSPITAL COLORADO
Form 5500
FILING_RECEIVED
CHILDREN'S HOSPITAL COLORADO 403(B) PLAN
403(b) retirement plan
Active participants
9,640
Accounts w/ balance
14,040
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S HOSPITAL COLORADO.
Plan sponsor
Name
CHILDREN'S HOSPITAL COLORADO
EIN
84-0166760
Address
13123 EAST 16TH AVENUE B105 · AURORA, CO · 80045
Phone
(720) 777-6902
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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE AND ANNUITY COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $348K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSET GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $250K | — |
Investments
52 direct securities · 1 pooled fund· $1.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$1.0B
52 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX EMP | — | — | — | $163.9M | 15.9% | |
| SCHWAB TARGET 2055 EMP | — | — | — | $66.1M | 6.4% | |
| FIDELITY CONTRAFUND K6 EMP | — | — | — | $66.0M | 6.4% | |
| SCHWAB TARGET 2050 EMP | — | — | — | $62.8M | 6.1% | |
| SCHWAB TARGET 2045 EMP | — | — | — | $56.3M | 5.5% | |
| FIDELITY MID CAP INDEX EMP | — | — | — | $50.7M | 4.9% | |
| FIDELITY INTERNATIONAL INDEX EMP | — | — | — | $50.2M | 4.9% | |
| Guaranteed Portfolio Fund EMP | — | — | — | $45.8M | 4.5% | |
| SCHWAB TARGET 2040 EMP | — | — | — | $44.4M | 4.3% | |
| PIMCO TOTAL RETURN INSTL EMP | — | — | — | $44.2M | 4.3% | |
| FIDELITY US BOND INDEX EMP | — | — | — | $42.9M | 4.2% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH FUND A EMP | — | — | — | $34.3M | 3.3% | |
| SCHWAB TARGET 2035 EMP | — | — | — | $33.2M | 3.2% | |
| FIDELITY SMALL CAP INDEX EMP | — | — | — | $32.5M | 3.2% | |
| VANGUARD EQUITY-INCOME ADM EMP | — | — | — | $23.8M | 2.3% | |
| AMERICAN FUNDS AMER BALANCED A EMP | — | — | — | $23.5M | 2.3% | |
| SCHWAB TARGET 2030 EMP | — | — | — | $22.2M | 2.2% | |
| AMERICAN CENTURY MID CAP VALUE R6 EMP | — | — | — | $21.3M | 2.1% | |
| MASSMUTUAL MID CAP GROWTH I EMP | — | — | — | $20.9M | 2.0% | |
| FIDELITY EMERGING MARKETS K EMP | — | — | — | $20.1M | 2.0% | |
| SCHWAB TARGET 2025 EMP | — | — | — | $19.3M | 1.9% | |
| SCHWAB TARGET 2060 EMP | — | — | — | $18.3M | 1.8% | |
| Participant loans: Interest rates ranging from 4.25% to 9.50%, maturing through 2039 EMP | — | — | — | $14.3M | 1.4% | |
| PRINCIPAL REAL ESTATE SECURITIES FD R6 EMP | — | — | — | $11.3M | 1.1% | |
| SCHWAB TARGET 2020 EMP | — | — | — | $8.7M | 0.8% | |
| FIDELITY ADVISOR SMALL CAP VALUE Z EMP | — | — | — | $8.7M | 0.8% | |
| INVESCO DISCOVERY R6 EMP | — | — | — | $6.8M | 0.7% | |
| SCHWAB TARGET 2065 EMP | — | — | — | $5.9M | 0.6% | |
| GOLDMAN SACHS INTL SM CAP INSIGHTS INSL EMP | — | — | — | $2.7M | 0.3% | |
| SCHWAB TARGET 2015 EMP | — | — | — | $2.7M | 0.3% | |
| MUTUAL OF AMERICA INTEREST ACCUMULATION ACCOUNT MOA | — | — | — | $592K | <0.1% | |
| FIDELITY VIP CONTRAFUND PORTFOLIO MOA | — | — | — | $300K | <0.1% | |
| DWS CAPITAL GROWTH VIP MOA | — | — | — | $256K | <0.1% | |
| FIDELITY VIP EQUITY-INCOME PORTFOLIO MOA | — | — | — | $240K | <0.1% | |
| MUTUAL OF AMERICA ALL AMERICA FUND MOA | — | — | — | $150K | <0.1% | |
| MUTUAL OF AMERICA EQUITY INDEX FUND MOA | — | — | — | $120K | <0.1% | |
| MUTUAL OF AMERICA BALANCED FUND MOA | — | — | — | $112K | <0.1% | |
| MUTUAL OF AMERICA SMALL CAP GROWTH FUND MOA | — | — | — | $73K | <0.1% | |
| AMERICAN CENTURY VP CAPITAL APPRECIATION FUND MOA | — | — | — | $64K | <0.1% | |
| MUTUAL OF AMERICA SMALL CAP VALUE FUND MOA | — | — | — | $60K | <0.1% | |
| MUTUAL OF AMERICA CORE BOND FUND MOA | — | — | — | $46K | <0.1% | |
| FIDELITY VIP ASSET MANAGER PORTFOLIO MOA | — | — | — | $24K | <0.1% | |
| MUTUAL OF AMERICA 2030 RETIREMENT FUND MOA | — | — | — | $8K | <0.1% | |
| MUTUAL OF AMERICA CLEAR PASSAGE 2025 FUND MOA | — | — | — | $8K | <0.1% | |
| MUTUAL OF AMERICA AGGRESSIVE ALLOCATION FUND MOA | — | — | — | $7K | <0.1% | |
| MUTUAL OF AMERICA MONEY MARKET FUND MOA | — | — | — | $7K | <0.1% | |
| MUTUAL OF AMERICA MID-CAP EQUITY INDEX FUND MOA | — | — | — | $7K | <0.1% | |
| VANGUARD VIF INTERNATIONAL PORTFOLIO MOA | — | — | — | $6K | <0.1% | |
| MUTUAL OF AMERICA MODERATE ALLOCATION FUND MOA | — | — | — | $4K | <0.1% | |
| CALVERT VP SRI BALANCED PORTFOLIO MOA | — | — | — | $4K | <0.1% | |
| VANGUARD VIF DIVERSIFIED VALUE PORTFOLIO MOA | — | — | — | $3K | <0.1% | |
| MUTUAL OF AMERICA INTERMEDIATE BOND FUND MOA | — | — | — | $2K | <0.1% | |
| MUTUAL OF AMERICA LIFE INSURNACE CO MUTUAL OF AMERICA LIFE INSURANCE CO · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |