Plan5500

Caltech Base Retirement Plan — Form 5500 plan (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, Caltech Base Retirement Plan is a benefit plan reported by California Institute Of Technology under EIN 95-1643307 and plan number 002. The latest loaded filing year is 2023. The filing reports 21,679 participants and $4,792,181,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Institute Of Technology
EIN
95-1643307
Plan number
002
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
Participants
21,679
End-of-year plan assets
$4,792,181,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,679H, C20241007121003NAL0007555779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,792,181,822
Total liabilities (EOY)
$0
Net assets (EOY)
$4,792,181,822
Net assets (BOY)
$4,200,375,781

Income & contributions

Employer contributions
$149,595,542
Participant contributions
$12,985,327
Total contributions
$164,976,332
Total income / additions
$813,206,017

Expenses & distributions

Benefits paid
$220,729,348
Administrative expenses
$542,976
Total expenses
$221,399,976
Net increase / (decrease)
$591,806,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investments LLCNONE$361,531not reported in the loaded dataset2023
Anavure Inc.NONE$137,372not reported in the loaded dataset2023
TiaaNONE$29,373$02023
Miller Kaplan Arase LlpNONE$14,700not reported in the loaded dataset2023

Related Form 5500 pages