2023 Form 5500 filing — Howard Hughes Medical Institute Retirement Savings 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 20240916155455NAL0001701713001) for Howard Hughes Medical Institute Retirement Savings Plan, reported by Howard Hughes Medical Institute under EIN 59-0735717 and plan number 007. It reports 13,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916155455NAL0001701713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Howard Hughes Medical Institute
- EIN
- 59-0735717
- Plan number
- 007
- Location
- Chevy Chase, MD
- Participants
- 13,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,798,525,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,798,525,441
- Employer contributions
- $26,397,260
- Participant contributions
- $19,550,131
- Total income / additions
- $303,220,202
- Benefits paid
- $82,382,405
- Administrative expenses
- $295,123
- Total expenses
- $82,677,528
- Net increase / (decrease)
- $220,542,674
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $257,531 | $0 |
| Cap Financial Partners,LLC | NONE | $37,593 | not reported in the loaded dataset |