2023 Form 5500 filing — The Scripps Research Institute Cash Balance Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909133301NAL0009221234001) for The Scripps Research Institute Cash Balance Retirement Plan, reported by The Scripps Research Institute under EIN 33-0435954 and plan number 001. It reports 1,573 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909133301NAL0009221234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Scripps Research Institute
- EIN
- 33-0435954
- Plan number
- 001
- Location
- La Jolla, CA
- Participants
- 1,573
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,485,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,485,484
- Employer contributions
- $2,402,290
- Participant contributions
- $0
- Total income / additions
- $6,432,815
- Benefits paid
- $4,531,618
- Administrative expenses
- $566,395
- Total expenses
- $5,098,013
- Net increase / (decrease)
- $1,334,802
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $269,232 | not reported in the loaded dataset |
| Strategic Investment Management LLC | NONE | $227,064 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $37,018 | $0 |
| Mayer Hoffman Mccann P.C. | NONE | $24,129 | not reported in the loaded dataset |
| Fidelity Institutional Asset Manage | NONE | $5,288 | not reported in the loaded dataset |