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Original filing (PDF)20250912121220NAL0001287425001
SEATTLE CHILDRENS HEALTHCARE SYSTEM
Form 5500
FILING_RECEIVED
SEATTLE CHILDREN'S HEALTHCARE SYSTEM EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
10,359
Accounts w/ balance
15,689
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEATTLE CHILDRENS HEALTHCARE SYSTEM.
Plan sponsor
Name
SEATTLE CHILDRENS HEALTHCARE SYSTEM
EIN
91-1250116
Address
PO BOX 5371, MS 818-S · SEATTLE, WA · 98145
Phone
(206) 987-2111
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $522K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $185K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
50 direct securities · 1 pooled fund· $1.4B(99% 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
$1.4B
50 holdings
Common Collective Trust
$21.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Balanced Fund Registered Investment Company Fund | — | — | — | $138.8M | 9.5% | |
| Fidelity 500 Index Fund Registered Investment Company Fund | — | — | — | $136.0M | 9.3% | |
| Fidelity Freedom 2050 Fund Registered Investment Company Fund | — | — | — | $103.8M | 7.1% | |
| Fidelity Freedom 2045 Fund Registered Investment Company Fund | — | — | — | $96.3M | 6.6% | |
| Fidelity Freedom 2040 Fund Registered Investment Company Fund | — | — | — | $88.9M | 6.1% | |
| Fidelity Growth Discovery Fund Registered Investment Company Fund | — | — | — | $71.8M | 4.9% | |
| Fidelity Freedom Index 2055 Fund Registered Investment Company Fund | — | — | — | $63.2M | 4.3% | |
| Fidelity Freedom Index 2050 Fund Registered Investment Company Fund | — | — | — | $62.9M | 4.3% | |
| Fidelity Freedom 2030 Fund Registered Investment Company Fund | — | — | — | $61.1M | 4.2% | |
| Fidelity Freedom 2055 Fund Registered Investment Company Fund | — | — | — | $52.8M | 3.6% | |
| Fidelity Freedom 2035 Fund Registered Investment Company Fund | — | — | — | $51.6M | 3.5% | |
| Fidelity Freedom Index 2045 Fund Registered Investment Company Fund | — | — | — | $49.0M | 3.4% | |
| Fidelity Freedom Index 2060 Fund Registered Investment Company Fund | — | — | — | $43.3M | 3.0% | |
| Fidelity Freedom Index 2040 Fund Registered Investment Company Fund | — | — | — | $34.0M | 2.3% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $32.6M | 2.2% | |
| Fidelity Freedom Index 2035 Fund Registered Investment Company Fund | — | — | — | $26.0M | 1.8% | |
| Fidelity Low-Priced Stock Fund Registered Investment Company Fund | — | — | — | $25.3M | 1.7% | |
| Western Asset Core Plus Bond Fund Registered Investment Company Fund | — | — | — | $22.8M | 1.6% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company Fund | — | — | — | $22.6M | 1.6% | |
| Fidelity Managed Income Portfolio Collective Trust Fund | — | — | — | $21.8M | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $21.8M | 1.5% | |
| Fidelity Freedom 2025 Fund Registered Investment Company Fund | — | — | — | $21.7M | 1.5% | |
| Fidelity Freedom Index 2030 Fund Registered Investment Company Fund | — | — | — | $19.4M | 1.3% | |
| Participant loans Interest Rates from 4.00% to 9.50% - 0 - | — | — | — | $17.4M | 1.2% | |
| Fidelity Freedom Index 2065 Fund Registered Investment Company Fund | — | — | — | $16.6M | 1.1% | |
| Fidelity Freedom 2060 Fund Registered Investment Company Fund | — | — | — | $16.4M | 1.1% | |
| Dodge & Cox International Stock Fund Registered Investment Company Fund | — | — | — | $15.7M | 1.1% | |
| Fidelity Freedom 2020 Fund Registered Investment Company Fund | — | — | — | $15.2M | 1.0% | |
| Fidelity Freedom Index 2025 Fund Registered Investment Company Fund | — | — | — | $12.9M | 0.9% | |
| Calvert Equity Fund Registered Investment Company Fund | — | — | — | $9.6M | 0.7% | |
| Neuberger Berman Large Cap Value Fund Registered Investment Company Fund | — | — | — | $9.1M | 0.6% | |
| Fidelity Large Cap Value Index Fund Registered Investment Company Fund | — | — | — | $9.1M | 0.6% | |
| Fidelity Small Cap Index Fund Registered Investment Company Fund | — | — | — | $9.0M | 0.6% | |
| Fidelity International Discovery Fund Registered Investment Company Fund | — | — | — | $5.8M | 0.4% | |
| Fidelity International Index Fund Registered Investment Company Fund | — | — | — | $5.1M | 0.4% | |
| Lazard Emerging Markets Equity Portfolio Registered Investment Company Fund | — | — | — | $4.0M | 0.3% | |
| Fidelity Freedom Index 2020 Fund Registered Investment Company Fund | — | — | — | $3.4M | 0.2% | |
| Vanguard Energy Fund Registered Investment Company Fund | — | — | — | $2.7M | 0.2% | |
| Fidelity Freedom 2015 Fund Registered Investment Company Fund | — | — | — | $1.8M | 0.1% | |
| Fidelity Freedom 2010 Fund Registered Investment Company Fund | — | — | — | $1.7M | 0.1% | |
| Fidelity Emerging Markets Fund Registered Investment Company Fund | — | — | — | $1.6M | 0.1% | |
| Fidelity Government Money Market Fund Registered Investment Company Fund | — | — | — | $1.5M | 0.1% | |
| DFA Emerging Markets Portfolio Registered Investment Company Fund | — | — | — | $1.5M | 0.1% | |
| Fidelity Freedom 2065 Fund Registered Investment Company Fund | — | — | — | $1.4M | <0.1% | |
| Fidelity Freedom Income Fund Registered Investment Company Fund | — | — | — | $1.4M | <0.1% | |
| Fidelity Freedom Index Income Fund Registered Investment Company Fund | — | — | — | $1.1M | <0.1% | |
| Fidelity Emerging Market Index Fund Registered Investment Company Fund | — | — | — | $900K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Registered Investment Company Fund | — | — | — | $603K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Registered Investment Company Fund | — | — | — | $397K | <0.1% | |
| Baillie Gifford Emerging Markets Equities Fund Registered Investment Company Fund | — | — | — | $250K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Registered Investment Company Fund | — | — | — | $45K | <0.1% |