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 Tax Sheltered Annuity Plan is a benefit plan reported by The Scripps Research Institute under EIN 33-0435954 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,519 participants and $242,449,487 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $242,449,487
- Total liabilities (EOY)
- $14,554
- Net assets (EOY)
- $242,434,933
- Net assets (BOY)
- $216,750,247
Income & contributions
- Employer contributions
- $554,784
- Participant contributions
- $8,034,495
- Total contributions
- $9,425,993
- Total income / additions
- $51,312,960
Expenses & distributions
- Benefits paid
- $25,467,191
- Administrative expenses
- $161,261
- Total expenses
- $25,628,274
- Net increase / (decrease)
- $25,684,686