2023 Form 5500 filing — Benaroya Research Institute At Virginia Mason 403(B) 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 20240924160707NAL0007581987001) for Benaroya Research Institute At Virginia Mason 403(B) Retirement Plan, reported by Benaroya Research Institute At Virginia Mason under EIN 91-0653422 and plan number 001. It reports 734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924160707NAL0007581987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Benaroya Research Institute At Virginia Mason
- EIN
- 91-0653422
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,991,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,991,524
- Employer contributions
- $2,265,426
- Participant contributions
- $2,557,964
- Total income / additions
- $17,043,641
- Benefits paid
- $2,590,018
- Administrative expenses
- $45,423
- Total expenses
- $2,636,412
- Net increase / (decrease)
- $14,407,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets Corp.. | NONE | $41,503 | not reported in the loaded dataset |
| Tiaa | NONE | $3,775 | $0 |