The Scripps Research Institute Cash Balance Retirement Plan — Form 5500 plan (The Scripps Research Institute)
Plain-English plan 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, The Scripps Research Institute Cash Balance Retirement Plan is a benefit plan reported by The Scripps Research Institute under EIN 33-0435954 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,573 participants and $61,485,484 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Scripps Research Institute
- EIN
- 33-0435954
- Plan number
- 001
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 1,573
- End-of-year plan assets
- $61,485,484
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,573 | H, C | 20240909133301NAL0009221234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,485,484
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,485,484
- Net assets (BOY)
- $60,150,682
Income & contributions
- Employer contributions
- $2,402,290
- Participant contributions
- $0
- Total contributions
- $2,402,290
- Total income / additions
- $6,432,815
Expenses & distributions
- Benefits paid
- $4,531,618
- Administrative expenses
- $566,395
- Total expenses
- $5,098,013
- Net increase / (decrease)
- $1,334,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $269,232 | not reported in the loaded dataset | 2023 |
| Strategic Investment Management LLC | NONE | $227,064 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $37,018 | $0 | 2023 |
| Mayer Hoffman Mccann P.C. | NONE | $24,129 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Manage | NONE | $5,288 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Scripps Research Institute
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Jolla, CA
- Willis Towers Watson Us LLC — Schedule C compensation
- Strategic Investment Management LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Mayer Hoffman Mccann P.C. — Schedule C compensation
- Fidelity Institutional Asset Manage — Schedule C compensation