2023 Form 5500 filing — Zoological Society Of San Diego Restated Pension Plan For Union Employees
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 20241014190045NAL0026984689001) for Zoological Society Of San Diego Restated Pension Plan For Union Employees, reported by San Diego Zoo Wildlife Alliance under EIN 95-1648219 and plan number 002. It reports 1,833 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190045NAL0026984689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Diego Zoo Wildlife Alliance
- EIN
- 95-1648219
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 1,833
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,703,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,703,951
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $7,726,071
- Benefits paid
- $4,007,825
- Administrative expenses
- $1,444,198
- Total expenses
- $5,452,023
- Net increase / (decrease)
- $2,274,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcgriff Insurance, LLC | NONE | $179,619 | not reported in the loaded dataset |
| U.S. Bank National Association | TRUSTEE | $75,939 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $37,500 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $29,539 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co. | NONE | $16,966 | $0 |