Original filing (PDF)20250415193346NAL0006501712001

CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Name: CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND — RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND UNREPRESENTED EMPLOYEES, Form 5500 (2023)
Creator: CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND UNREPRESENTED EMPLOYEES

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

117

Accounts w/ balance

—

Plan assets (EOY)

$118.2M

Net assets (EOY)

$118.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND.

Plan sponsor

Name

CHILDREN'S HOSPITAL & RESEARCH CENTER AT OAKLAND

EIN

94-0382330

Address

747 52ND STREET · OAKLAND, CA · 94609

Phone

(510) 428-3000

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

MOSS ADAMS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
STATE STREET GLOBAL ADVISORS	81-4017137	—	NONE	$75K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER BENEFIT SERVICES, INC.	36-4291971	—	NONE	$358K	—

Investments

1 pooled fund· $75.9M(64% 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.