Benaroya Research Institute At Virginia Mason 403(B) Retirement Plan — Form 5500 plan (Benaroya Research Institute At Virginia Mason)
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, Benaroya Research Institute At Virginia Mason 403(B) Retirement Plan is a benefit plan reported by Benaroya Research Institute At Virginia Mason under EIN 91-0653422 and plan number 001. The latest loaded filing year is 2023. The filing reports 734 participants and $87,991,524 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benaroya Research Institute At Virginia Mason
- EIN
- 91-0653422
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 734
- End-of-year plan assets
- $87,991,524
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 734 | H, C | 20240924160707NAL0007581987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,991,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,991,524
- Net assets (BOY)
- $73,584,295
Income & contributions
- Employer contributions
- $2,265,426
- Participant contributions
- $2,557,964
- Total contributions
- $4,889,057
- Total income / additions
- $17,043,641
Expenses & distributions
- Benefits paid
- $2,590,018
- Administrative expenses
- $45,423
- Total expenses
- $2,636,412
- Net increase / (decrease)
- $14,407,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets Corp.. | NONE | $41,503 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $3,775 | $0 | 2023 |