2023 Form 5500 filing — Retiree Group Medical Benefits 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 20241015120535NAL0016320435001) for Retiree Group Medical Benefits Plan, reported by The Rand Corporation under EIN 95-1958142 and plan number 513. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120535NAL0016320435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Rand Corporation
- EIN
- 95-1958142
- Plan number
- 513
- Location
- Santa Monica, CA
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,021,037
- Total liabilities (EOY)
- $46,571
- Net assets (EOY)
- $25,974,466
- Participant contributions
- $236,246
- Total income / additions
- $3,274,052
- Benefits paid
- $1,210,306
- Administrative expenses
- $35,804
- Total expenses
- $1,246,110
- Net increase / (decrease)
- $2,027,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rocaton Investment Advisors, LLC | NONE | $26,931 | $0 |
| Harbourvest Partners, Lp | NONE | $10,452 | $0 |