CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN

Plan Contact

  • Address: 4500 SANDPOINT WAY NE,,SEATTLE,WA
  • Contact person: DAVID SUNSTROM
  • Phone: (206) 987-8471

Plan General Information

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN is $156,300,974.00.This plan was established in 1990.

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN is 1012

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN is $154,447.00

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN is $8,028.00.

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN is 15.01%.

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN is 18.85%. This measures the effectiveness of the plan participants' investments in the year.

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN is 0.05%.

Enrollment Features

CHILDREN'S UNIVERSITY MEDICAL GROUP TAX DEFERRED ANNUITY PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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