The Caltech Retiree Health And Life Benefits Program For Jpl Retirees — Form 5500 plan (Board Of Trustees, California Institute Of Technology)
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 Caltech Retiree Health And Life Benefits Program For Jpl Retirees is a benefit plan reported by Board Of Trustees, California Institute Of Technology under EIN 37-6581075 and plan number 603. The latest loaded filing year is 2023. The filing reports 2,628 participants and $243,058,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, California Institute Of Technology
- EIN
- 37-6581075
- Plan number
- 603
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 2,628
- End-of-year plan assets
- $243,058,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,628 | H, C | 20241014165504NAL0026766385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $243,058,368
- Total liabilities (EOY)
- $158,280
- Net assets (EOY)
- $242,900,088
- Net assets (BOY)
- $199,504,618
Income & contributions
- Employer contributions
- $24,740,000
- Participant contributions
- $3,075,233
- Total contributions
- $28,178,132
- Total income / additions
- $58,698,065
Expenses & distributions
- Benefits paid
- $14,406,279
- Administrative expenses
- $896,316
- Total expenses
- $15,302,595
- Net increase / (decrease)
- $43,395,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investment Management | NONE | $528,327 | $0 | 2023 |
| Mercer Health & Benefits Admin. LLC | NONE | $175,192 | $0 | 2023 |
| Risk Program Administrators LLC | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $32,950 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $9,808 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, California Institute Of Technology
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Mercer Investment Management — Schedule C compensation
- Mercer Health & Benefits Admin. LLC — Schedule C compensation
- Risk Program Administrators LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Northern Trust — Schedule C compensation