CHILDREN'S WISCONSIN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2023 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $202,494,848 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $64,435,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $63,770,198 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $37,431 |
| Value of total corrective distributions | 2023-12-31 | $6,820 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $73,108,228 |
| Value of total assets at end of year | 2023-12-31 | $898,092,237 |
| Value of total assets at beginning of year | 2023-12-31 | $760,032,545 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $620,707 |
| Total interest from all sources | 2023-12-31 | $1,061,264 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $22,643,322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $22,643,322 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $39,999,931 |
| Participant contributions at end of year | 2023-12-31 | $7,337,324 |
| Participant contributions at beginning of year | 2023-12-31 | $6,142,615 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $8,942,537 |
| Administrative expenses (other) incurred | 2023-12-31 | $449 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $138,059,692 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $898,092,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $760,032,545 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $80,955 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $820,658,651 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $678,624,623 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $7,343,577 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $7,973,702 |
| Interest on participant loans | 2023-12-31 | $395,945 |
| Interest earned on other investments | 2023-12-31 | $652,933 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $139,602 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $163,641 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $163,641 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $12,386 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $38,507,154 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $44,151,502 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $77,705 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $106,100,918 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $-418,884 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $24,165,760 |
| Employer contributions (assets) at end of year | 2023-12-31 | $24,105,929 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $22,976,462 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $63,692,493 |
| Contract administrator fees | 2023-12-31 | $1,800 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2023-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $202,494,848 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $64,435,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $63,770,198 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $37,431 |
| Value of total corrective distributions | 2023-01-01 | $6,820 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $73,108,228 |
| Value of total assets at end of year | 2023-01-01 | $898,092,237 |
| Value of total assets at beginning of year | 2023-01-01 | $760,032,545 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $620,707 |
| Total interest from all sources | 2023-01-01 | $1,061,264 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $22,643,322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $22,643,322 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $39,999,931 |
| Participant contributions at end of year | 2023-01-01 | $7,337,324 |
| Participant contributions at beginning of year | 2023-01-01 | $6,142,615 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $8,942,537 |
| Administrative expenses (other) incurred | 2023-01-01 | $449 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $138,059,692 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $898,092,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $760,032,545 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $80,955 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $820,658,651 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $678,624,623 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $7,343,577 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $7,973,702 |
| Interest on participant loans | 2023-01-01 | $395,945 |
| Interest earned on other investments | 2023-01-01 | $652,933 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $139,602 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $12,386 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $38,507,154 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $44,151,502 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $77,705 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $106,100,918 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $-418,884 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $24,165,760 |
| Employer contributions (assets) at end of year | 2023-01-01 | $24,105,929 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $22,976,462 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $63,692,493 |
| Contract administrator fees | 2023-01-01 | $1,800 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2023-01-01 | 390758449 |
| 2022 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-76,495,828 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $70,375,611 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $69,628,233 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $53,508 |
| Value of total corrective distributions | 2022-12-31 | $1,626 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $65,267,519 |
| Value of total assets at end of year | 2022-12-31 | $760,032,545 |
| Value of total assets at beginning of year | 2022-12-31 | $906,903,984 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $692,244 |
| Total interest from all sources | 2022-12-31 | $1,115,886 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $25,417,808 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $25,417,808 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $37,012,944 |
| Participant contributions at end of year | 2022-12-31 | $6,142,615 |
| Participant contributions at beginning of year | 2022-12-31 | $6,359,909 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $5,456,782 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $280,324 |
| Administrative expenses (other) incurred | 2022-12-31 | $691,691 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-146,871,439 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $760,032,545 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $906,903,984 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $503 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $678,624,623 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $817,324,127 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $7,973,702 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $12,235,513 |
| Interest on participant loans | 2022-12-31 | $300,628 |
| Interest earned on other investments | 2022-12-31 | $812,338 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $163,641 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $280,018 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $280,018 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,920 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $44,151,502 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $50,913,129 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $321,906 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-168,589,794 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $292,753 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $22,797,793 |
| Employer contributions (assets) at end of year | 2022-12-31 | $22,976,462 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $19,791,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $69,026,003 |
| Contract administrator fees | 2022-12-31 | $50 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2022-12-31 | 390758449 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-76,495,828 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $70,375,611 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $69,628,233 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $53,508 |
| Value of total corrective distributions | 2022-01-01 | $1,626 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $65,267,519 |
| Value of total assets at end of year | 2022-01-01 | $760,032,545 |
| Value of total assets at beginning of year | 2022-01-01 | $906,903,984 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $692,244 |
| Total interest from all sources | 2022-01-01 | $1,115,886 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $25,417,808 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $25,417,808 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $37,012,944 |
| Participant contributions at end of year | 2022-01-01 | $6,142,615 |
| Participant contributions at beginning of year | 2022-01-01 | $6,359,909 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $5,456,782 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $280,324 |
| Administrative expenses (other) incurred | 2022-01-01 | $691,691 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-146,871,439 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $760,032,545 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $906,903,984 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $503 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $678,624,623 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $817,324,127 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $7,973,702 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $12,235,513 |
| Interest on participant loans | 2022-01-01 | $300,628 |
| Interest earned on other investments | 2022-01-01 | $812,338 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $163,641 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $2,920 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $44,151,502 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $50,913,129 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $321,906 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-168,589,794 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $292,753 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $22,797,793 |
| Employer contributions (assets) at end of year | 2022-01-01 | $22,976,462 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $19,791,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $69,026,003 |
| Contract administrator fees | 2022-01-01 | $50 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WIPFLI LLP |
| Accountancy firm EIN | 2022-01-01 | 390758449 |
| 2021 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 2021-12-31 | $827,514 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $165,443,691 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $60,588,997 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $59,947,182 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $69,031 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $59,765,894 |
| Value of total assets at end of year | 2021-12-31 | $906,903,984 |
| Value of total assets at beginning of year | 2021-12-31 | $802,876,804 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $572,784 |
| Total interest from all sources | 2021-12-31 | $1,525,227 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $22,725,623 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $22,725,623 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $33,822,537 |
| Participant contributions at end of year | 2021-12-31 | $6,359,909 |
| Participant contributions at beginning of year | 2021-12-31 | $7,011,438 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,958,460 |
| Administrative expenses (other) incurred | 2021-12-31 | $572,734 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $104,854,694 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $906,903,984 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $802,876,804 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $817,324,127 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $706,903,993 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $12,235,513 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $8,372,546 |
| Interest on participant loans | 2021-12-31 | $345,382 |
| Interest earned on other investments | 2021-12-31 | $1,179,605 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $280,018 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $315,847 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $315,847 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $240 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $50,913,129 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $59,839,534 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $80,888,551 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $538,396 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $20,984,897 |
| Employer contributions (assets) at end of year | 2021-12-31 | $19,791,288 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $20,433,446 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $59,947,182 |
| Contract administrator fees | 2021-12-31 | $50 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2021-12-31 | 390758449 |
| 2020 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $187,415,442 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $51,051,917 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $50,321,634 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $85,071 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $92,342,939 |
| Value of total assets at end of year | 2020-12-31 | $802,876,804 |
| Value of total assets at beginning of year | 2020-12-31 | $666,513,279 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $645,212 |
| Total interest from all sources | 2020-12-31 | $1,732,125 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $14,517,082 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $14,517,082 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $31,142,659 |
| Participant contributions at end of year | 2020-12-31 | $7,011,438 |
| Participant contributions at beginning of year | 2020-12-31 | $8,643,522 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $40,792,282 |
| Administrative expenses (other) incurred | 2020-12-31 | $644,210 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $547,287,979 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $136,363,525 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $802,876,804 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $666,513,279 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $706,903,993 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $50,146,538 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $8,372,546 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $8,373,448 |
| Interest on participant loans | 2020-12-31 | $445,248 |
| Interest earned on other investments | 2020-12-31 | $1,286,877 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $315,847 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $59,839,534 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $33,714,173 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $78,823,296 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $20,407,998 |
| Employer contributions (assets) at end of year | 2020-12-31 | $20,433,446 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $18,347,619 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $50,321,634 |
| Contract administrator fees | 2020-12-31 | $1,002 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2020-12-31 | 390758449 |
| 2019 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $163,469,743 |
| Total of all expenses incurred | 2019-12-31 | $49,562,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $48,703,290 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $11,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $51,875,062 |
| Value of total assets at end of year | 2019-12-31 | $666,513,279 |
| Value of total assets at beginning of year | 2019-12-31 | $552,605,692 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $847,746 |
| Total interest from all sources | 2019-12-31 | $1,760,614 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,526,826 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $11,526,826 |
| Administrative expenses professional fees incurred | 2019-12-31 | $12,500 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $28,497,935 |
| Participant contributions at end of year | 2019-12-31 | $8,643,522 |
| Participant contributions at beginning of year | 2019-12-31 | $8,701,817 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $129 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $5,081,292 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $12,328 |
| Administrative expenses (other) incurred | 2019-12-31 | $754,061 |
| Total non interest bearing cash at end of year | 2019-12-31 | $547,287,979 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $113,907,587 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $666,513,279 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $552,605,692 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $81,185 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $50,146,538 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $463,379,202 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $8,373,448 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $28,401,202 |
| Interest on participant loans | 2019-12-31 | $465,688 |
| Interest earned on other investments | 2019-12-31 | $1,294,926 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $33,714,173 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $34,491,828 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $96,633,993 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,673,248 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $18,295,835 |
| Employer contributions (assets) at end of year | 2019-12-31 | $18,347,619 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $17,619,186 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $48,703,290 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2019-12-31 | 390758449 |
| 2018 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total transfer of assets to this plan | 2018-12-31 | $170,994 |
| Total income from all sources (including contributions) | 2018-12-31 | $16,620,754 |
| Total of all expenses incurred | 2018-12-31 | $32,852,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $31,942,232 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $57,725 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $47,274,256 |
| Value of total assets at end of year | 2018-12-31 | $552,605,692 |
| Value of total assets at beginning of year | 2018-12-31 | $568,666,743 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $852,842 |
| Total interest from all sources | 2018-12-31 | $1,740,590 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $10,203,542 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $10,203,542 |
| Administrative expenses professional fees incurred | 2018-12-31 | $22,500 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $26,969,163 |
| Participant contributions at end of year | 2018-12-31 | $8,701,817 |
| Participant contributions at beginning of year | 2018-12-31 | $7,576,607 |
| Participant contributions at end of year | 2018-12-31 | $129 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,685,907 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $12,328 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $8,628 |
| Administrative expenses (other) incurred | 2018-12-31 | $789,758 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-16,232,045 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $552,605,692 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $568,666,743 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $40,584 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $463,379,202 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $481,170,003 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $28,401,202 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $29,049,555 |
| Interest on participant loans | 2018-12-31 | $400,687 |
| Interest earned on other investments | 2018-12-31 | $1,339,903 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $222,463 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $222,463 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $34,491,828 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $34,499,133 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-42,653,312 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $55,678 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $17,619,186 |
| Employer contributions (assets) at end of year | 2018-12-31 | $17,619,186 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $16,140,354 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $31,942,232 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2018-12-31 | 390758449 |
| 2017 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $120,295,168 |
| Total of all expenses incurred | 2017-12-31 | $20,954,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $20,342,792 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $39,696 |
| Value of total corrective distributions | 2017-12-31 | $2,261 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $44,013,915 |
| Value of total assets at end of year | 2017-12-31 | $568,666,743 |
| Value of total assets at beginning of year | 2017-12-31 | $469,325,590 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $569,266 |
| Total interest from all sources | 2017-12-31 | $1,609,158 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $8,029,502 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $8,029,502 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $24,740,692 |
| Participant contributions at end of year | 2017-12-31 | $7,576,607 |
| Participant contributions at beginning of year | 2017-12-31 | $6,872,833 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,160,277 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $8,628 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $7,403 |
| Administrative expenses (other) incurred | 2017-12-31 | $483,025 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $99,341,153 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $568,666,743 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $469,325,590 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $86,241 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $481,170,003 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $383,619,455 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $29,049,555 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $28,220,522 |
| Interest on participant loans | 2017-12-31 | $307,340 |
| Interest earned on other investments | 2017-12-31 | $1,301,818 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $222,463 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $292,441 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $292,441 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $34,499,133 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $35,233,902 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $65,457,272 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,185,321 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $16,112,946 |
| Employer contributions (assets) at end of year | 2017-12-31 | $16,140,354 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $15,079,034 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $20,342,792 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2017-12-31 | 390758449 |
| 2016 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $74,246,797 |
| Total of all expenses incurred | 2016-12-31 | $24,415,358 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $23,804,195 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $23,328 |
| Value of total corrective distributions | 2016-12-31 | $353 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $41,311,981 |
| Value of total assets at end of year | 2016-12-31 | $469,325,590 |
| Value of total assets at beginning of year | 2016-12-31 | $419,494,151 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $587,482 |
| Total interest from all sources | 2016-12-31 | $1,655,541 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,595,652 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $6,595,652 |
| Administrative expenses professional fees incurred | 2016-12-31 | $11,000 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $22,415,488 |
| Participant contributions at end of year | 2016-12-31 | $6,872,833 |
| Participant contributions at beginning of year | 2016-12-31 | $6,724,802 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,849,976 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $7,403 |
| Administrative expenses (other) incurred | 2016-12-31 | $545,906 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $49,831,439 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $469,325,590 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $419,494,151 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $30,576 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $383,619,455 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $336,521,271 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $28,220,522 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $26,799,817 |
| Interest on participant loans | 2016-12-31 | $277,076 |
| Interest earned on other investments | 2016-12-31 | $1,378,465 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $292,441 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $35,233,902 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $35,242,393 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $24,071,199 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $612,424 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $15,046,517 |
| Employer contributions (assets) at end of year | 2016-12-31 | $15,079,034 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $14,205,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $23,804,195 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2016-12-31 | 390758449 |
| 2015 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $35,297,310 |
| Total of all expenses incurred | 2015-12-31 | $30,029,452 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $29,478,155 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $12,718 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $36,414,707 |
| Value of total assets at end of year | 2015-12-31 | $419,494,151 |
| Value of total assets at beginning of year | 2015-12-31 | $414,226,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $538,579 |
| Total interest from all sources | 2015-12-31 | $1,594,247 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,496,744 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,496,744 |
| Administrative expenses professional fees incurred | 2015-12-31 | $10,740 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $20,500,116 |
| Participant contributions at end of year | 2015-12-31 | $6,724,802 |
| Participant contributions at beginning of year | 2015-12-31 | $5,843,687 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,759,880 |
| Administrative expenses (other) incurred | 2015-12-31 | $489,135 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $71,104 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $5,267,858 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $419,494,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $414,226,293 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $38,704 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $336,521,271 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $332,117,363 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $26,799,817 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $25,884,684 |
| Interest on participant loans | 2015-12-31 | $238,474 |
| Interest earned on other investments | 2015-12-31 | $1,355,773 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $35,242,393 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $36,729,980 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-6,358,668 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $150,280 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $14,154,711 |
| Employer contributions (assets) at end of year | 2015-12-31 | $14,205,868 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $13,579,475 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $29,478,155 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2015-12-31 | 390758449 |
| 2014 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $60,002,958 |
| Total of all expenses incurred | 2014-12-31 | $23,604,959 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $23,128,147 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $7,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $34,686,663 |
| Value of total assets at end of year | 2014-12-31 | $414,226,293 |
| Value of total assets at beginning of year | 2014-12-31 | $377,828,294 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $469,030 |
| Total interest from all sources | 2014-12-31 | $1,650,558 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $5,793,360 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $5,793,360 |
| Administrative expenses professional fees incurred | 2014-12-31 | $10,500 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $19,169,144 |
| Participant contributions at end of year | 2014-12-31 | $5,843,687 |
| Participant contributions at beginning of year | 2014-12-31 | $4,878,230 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,937,513 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $56,347 |
| Other income not declared elsewhere | 2014-12-31 | $1 |
| Administrative expenses (other) incurred | 2014-12-31 | $429,883 |
| Total non interest bearing cash at end of year | 2014-12-31 | $71,104 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $68,894 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $36,397,999 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $414,226,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $377,828,294 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $28,647 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $332,117,363 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $297,408,948 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $25,884,684 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $24,181,240 |
| Interest on participant loans | 2014-12-31 | $201,103 |
| Interest earned on other investments | 2014-12-31 | $1,449,455 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $36,729,980 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $37,990,134 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $16,782,999 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,089,377 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $13,580,006 |
| Employer contributions (assets) at end of year | 2014-12-31 | $13,579,475 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $13,244,501 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $23,128,147 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2014-12-31 | 390758449 |
| 2013 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $88,079,804 |
| Total of all expenses incurred | 2013-12-31 | $16,209,377 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $15,721,655 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $46,716 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $33,743,511 |
| Value of total assets at end of year | 2013-12-31 | $377,828,294 |
| Value of total assets at beginning of year | 2013-12-31 | $305,957,867 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $441,006 |
| Total interest from all sources | 2013-12-31 | $1,627,506 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,870,719 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $4,870,719 |
| Administrative expenses professional fees incurred | 2013-12-31 | $12,442 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $18,372,900 |
| Participant contributions at end of year | 2013-12-31 | $4,878,230 |
| Participant contributions at beginning of year | 2013-12-31 | $3,822,473 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,137,085 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $56,347 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $3 |
| Administrative expenses (other) incurred | 2013-12-31 | $399,222 |
| Total non interest bearing cash at end of year | 2013-12-31 | $68,894 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $12,819 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $71,870,427 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $377,828,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $305,957,867 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $28,641 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $297,408,948 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,183,486 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $24,181,240 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $227,019,455 |
| Interest on participant loans | 2013-12-31 | $162,552 |
| Interest earned on other investments | 2013-12-31 | $1,464,954 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $37,990,134 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $38,748,333 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $45,797,466 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $2,040,599 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $13,233,526 |
| Employer contributions (assets) at end of year | 2013-12-31 | $13,244,501 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $13,171,301 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $15,721,655 |
| Contract administrator fees | 2013-12-31 | $701 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2013-12-31 | 390758449 |
| 2012 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $62,174,852 |
| Total of all expenses incurred | 2012-12-31 | $12,587,996 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $12,234,481 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,421 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $32,064,629 |
| Value of total assets at end of year | 2012-12-31 | $305,957,867 |
| Value of total assets at beginning of year | 2012-12-31 | $256,371,011 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $352,094 |
| Total interest from all sources | 2012-12-31 | $1,616,769 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,039,649 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,039,649 |
| Administrative expenses professional fees incurred | 2012-12-31 | $8,521 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $18,162,328 |
| Participant contributions at end of year | 2012-12-31 | $3,822,473 |
| Participant contributions at beginning of year | 2012-12-31 | $2,215,617 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $731,000 |
| Administrative expenses (other) incurred | 2012-12-31 | $321,350 |
| Total non interest bearing cash at end of year | 2012-12-31 | $12,819 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $27,562 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $49,586,856 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $305,957,867 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $256,371,011 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $22,193 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,183,486 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $181,776,328 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $227,019,455 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $20,749,826 |
| Interest on participant loans | 2012-12-31 | $108,971 |
| Interest earned on other investments | 2012-12-31 | $1,507,798 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $38,748,333 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $39,377,931 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $332 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $23,080,517 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,373,288 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $13,171,301 |
| Employer contributions (assets) at end of year | 2012-12-31 | $13,171,301 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $12,223,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $12,234,149 |
| Contract administrator fees | 2012-12-31 | $30 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2012-12-31 | 390758449 |
| 2011 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $32,203,256 |
| Total of all expenses incurred | 2011-12-31 | $14,456,270 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,343,744 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $79,257 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $32,434,547 |
| Value of total assets at end of year | 2011-12-31 | $256,371,011 |
| Value of total assets at beginning of year | 2011-12-31 | $238,624,025 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $33,269 |
| Total interest from all sources | 2011-12-31 | $1,839,736 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,182,965 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $3,182,965 |
| Administrative expenses professional fees incurred | 2011-12-31 | $2,442 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $17,016,057 |
| Participant contributions at end of year | 2011-12-31 | $2,215,617 |
| Participant contributions at beginning of year | 2011-12-31 | $1,253,280 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,166,474 |
| Administrative expenses (other) incurred | 2011-12-31 | $30,827 |
| Total non interest bearing cash at end of year | 2011-12-31 | $27,562 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $17,746,986 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $256,371,011 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $238,624,025 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $181,776,328 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $58,531,802 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $20,749,826 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $108,666,876 |
| Interest on participant loans | 2011-12-31 | $43,206 |
| Interest earned on other investments | 2011-12-31 | $1,796,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,019,586 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,019,586 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $39,377,931 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $55,152,329 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-6,262,887 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $1,008,895 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $12,252,016 |
| Employer contributions (assets) at end of year | 2011-12-31 | $12,223,747 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $12,000,152 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $14,343,744 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2011-12-31 | 390758449 |
| 2010 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $54,078,582 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $7,895,598 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,871,606 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $30,151,380 |
| Value of total assets at end of year | 2010-12-31 | $238,624,025 |
| Value of total assets at beginning of year | 2010-12-31 | $192,441,041 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $23,992 |
| Total interest from all sources | 2010-12-31 | $1,950,926 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $16,891,862 |
| Participant contributions at end of year | 2010-12-31 | $1,253,280 |
| Participant contributions at beginning of year | 2010-12-31 | $1,297,830 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,072,948 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $46,182,984 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $238,624,025 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $192,441,041 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $58,531,802 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $49,644,600 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $108,666,876 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $86,855,846 |
| Interest on participant loans | 2010-12-31 | $6,756 |
| Interest earned on other investments | 2010-12-31 | $1,944,170 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,019,586 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,251,203 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,251,203 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $55,152,329 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $44,960,712 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,844,267 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $16,132,009 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $12,186,570 |
| Employer contributions (assets) at end of year | 2010-12-31 | $12,000,152 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $6,430,850 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,871,606 |
| Contract administrator fees | 2010-12-31 | $23,992 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2010-12-31 | 390758449 |
| 2009 : CHILDREN'S HOSPITAL AND HEALTH SYSTEM SHARED RETIREMENT SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
