2023 Form 5500 filing — Scripps Clinic Medical Group, Inc. Cash Balance Pension 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 20240923151005NAL0004207443001) for Scripps Clinic Medical Group, Inc. Cash Balance Pension Plan, reported by Scripps Clinic Medical Group, Inc. under EIN 95-2885574 and plan number 004. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923151005NAL0004207443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scripps Clinic Medical Group, Inc.
- EIN
- 95-2885574
- Plan number
- 004
- Location
- La Jolla, CA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $2,614,609
- Benefits paid
- $74,092,520
- Administrative expenses
- $209,898
- Total expenses
- $74,302,418
- Net increase / (decrease)
- -$71,687,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Service Inc | NONE | $158,798 | not reported in the loaded dataset |
| Jackson Lewis Pc | NONE | $34,108 | not reported in the loaded dataset |