2023 Form 5500 filing — The Huntington Library, Art Museum, And Botanical Gardens 403(B) Savings & 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 20241003184427NAL0018516032001) for The Huntington Library, Art Museum, And Botanical Gardens 403(B) Savings & Retirement Plan, reported by The Huntington Library, Art Museum, And Botanical Gardens under EIN 95-1644589 and plan number 001. It reports 1,052 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003184427NAL0018516032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Huntington Library, Art Museum, And Botanical Gardens
- EIN
- 95-1644589
- Plan number
- 001
- Location
- San Marino, CA
- Participants
- 1,052
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,112,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,112,826
- Employer contributions
- $2,337,582
- Participant contributions
- $2,243,102
- Total income / additions
- $16,757,542
- Benefits paid
- $5,021,975
- Administrative expenses
- $44,879
- Total expenses
- $5,094,499
- Net increase / (decrease)
- $11,663,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | ACCOUNTING | $22,680 | not reported in the loaded dataset |
| Rbc Capital Markets | CONSULTANT | $16,875 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $6,824 | $0 |