Childrens Hospital and Health System 401(k) and pension plans

Childrens Hospital and Health System, Inc., Milwaukee, WI. EIN 39-1500074. Annual reports 2009–2024. Also filed as Childrens Hospital and Health System Shared Retirement Savings Plan; Children'S Hospital and Health System, Inc.; Childrens Hospital and Health System; Children'S Hospital and Health System.

Childrens Hospital and Health System, Inc. has 2 active retirement plans on file. The largest is the Children'S Hospital and Health System Shared Retirement Savings Plan, with 10,723 participants and $1.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2022.

Active plans: 2
Participants: 10,951
Plan assets: $1.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Children'S Hospital and Health System Shared Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 39-1500074
Participants (2024): 10,723
Net assets (2024): $1.0 billion
Recordkeeper: FidelityEarlier: Mutual of America (2020–2021), Transamerica (2011–2019), Empower (2009–2010)
Plan administrator: Childrens Hospital and Health System, Inc.
999 N 92ND Street Suite 210
Milwaukee, WI 53226
(414) 266-6600As filed for 2024
In effect since: October 1, 1989

Plans merged into this one: Childrens Hospital and Health System, Inc. Pension Plan (2021).

Earlier sponsor: Childrens Hospital and Health System Shared Retirement Savings Plan (2011).

Earlier plan names: Childrens Hospital and Health System Supplemental Matched Savings Plan; Childrens Hospital and Health System Shared Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,723	$1.0 billion	Fidelity
2023	8,856	$898 million	Fidelity
2022	7,550	$760 million	Fidelity
2021	7,069	$907 million	Mutual of America
2020	6,960	$803 million	Mutual of America
2019	9,566	$667 million	Transamerica
2018	8,938	$553 million	Transamerica
2017	8,328	$569 million	Transamerica
2016	7,760	$469 million	Transamerica
2015	7,732	$419 million	Transamerica
2014	7,288	$414 million	Transamerica
2013	7,079	$378 million	Transamerica
2012	6,771	$306 million	Transamerica
2011	6,545	$256 million	Transamerica
2010	6,550	$239 million	Empower
2009	6,010	$192 million	Empower

Children'S Hospital and Health System Shared Retirement Savings Plan - 401(k)

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 39-1500074
Participants (2024): 228
Net assets (2024): $26.8 million
Recordkeeper: FidelityEarlier: Transamerica (2014–2019)
Plan administrator: Children'S Wisconsin
999 N. 92ND Street, Suite 210
Milwaukee, WI 53226
(414) 266-6600As filed for 2024
In effect since: October 1, 1989

Earlier sponsor: Childrens Hospital and Health System (2009–2020).

Earlier plan names: Childrens 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	228	$26.8 million	Fidelity
2023	229	$23.1 million	Fidelity
2022	234	$19.4 million	Fidelity
2021	218	$22.0 million	Fidelity
2020	213	$17.5 million	Fidelity
2019	220	$6.4 million	Transamerica
2018	208	$5.2 million	Transamerica
2017	200	$5.3 million	Transamerica
2016	172	$4.0 million	Transamerica
2015	140	$3.1 million	Transamerica
2014	100	$3.2 million	Transamerica
2013	124	$3.1 million	not listed
2012	108	$2.2 million	not listed
2011	95	$1.8 million	not listed
2010	110	$2.2 million	not listed
2009	77	$2.2 million	not listed

Childrens Hospital and Health System, Inc. Pension Plan

Pension (defined benefit)Merged

Merged. In 2021 its assets moved to the Children'S Hospital and Health System Shared Retirement Savings Plan, sponsored by Childrens Hospital and Health System, Inc. (EIN 39-1500074, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 39-0812532
Participants (2019): 3,334
Net assets (2019): $318 million
Plan administrator: Childrens Hospital and Health System, Inc.
P.O. Box 1997
Milwaukee, WI 53201
(414) 266-2250As filed for 2021
In effect since: September 1, 1989

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	0	$1.8 million	not listed
2019	3,334	$318 million	not listed
2018	3,358	$272 million	not listed
2017	3,368	$270 million	not listed
2016	3,371	$240 million	not listed
2015	3,434	$227 million	not listed
2014	3,781	$254 million	not listed
2013	3,890	$226 million	not listed
2012	4,103	$202 million	not listed
2011	4,222	$176 million	not listed
2010	4,387	$166 million	not listed
2009	4,236	$137 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Children'S Hospital and Health System Shared Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((414) 266-6600). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.