2023 Form 5500 filing — Howard Hughes Medical Institute Retiree Welfare Benefit 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 20240916155750NAL0001706145001) for Howard Hughes Medical Institute Retiree Welfare Benefit Plan, reported by Howard Hughes Medical Institute under EIN 59-0735717 and plan number 508. It reports 893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916155750NAL0001706145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Howard Hughes Medical Institute
- EIN
- 59-0735717
- Plan number
- 508
- Location
- Chevy Chase, MD
- Participants
- 893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,261,894
- Total liabilities (EOY)
- $451,043
- Net assets (EOY)
- $40,810,851
- Employer contributions
- $6,240,724
- Participant contributions
- $2,065,819
- Total income / additions
- $10,912,474
- Benefits paid
- $8,255,377
- Administrative expenses
- $515,814
- Total expenses
- $8,771,191
- Net increase / (decrease)
- $2,141,283
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst Of Maryland, Inc. | NONE | $322,620 | not reported in the loaded dataset |
| Wex Health, Inc. | NONE | $92,019 | not reported in the loaded dataset |
| Tiaa | TRUSTEE | $49,132 | not reported in the loaded dataset |
| Delta Dental | NONE | $30,736 | not reported in the loaded dataset |
| Health Advocate | NONE | $11,465 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $9,843 | not reported in the loaded dataset |