San Diego Zoo Wildlife Alliance 403(B) Plan — Form 5500 plan (San Diego Zoo Wildlife Alliance)
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, San Diego Zoo Wildlife Alliance 403(B) Plan is a benefit plan reported by San Diego Zoo Wildlife Alliance under EIN 95-1648219 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,562 participants and $160,875,370 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$160.9MPlan net assets, end of year$160,875,370
Participants3.6KCovered participants reported3,562
Assets / participant$45.2KComputed: assets ÷ participants$45,164 (computed)
Provider compensation$251.4K2 Schedule C provider row(s)$251,417
- Plan sponsor
- San Diego Zoo Wildlife Alliance
- EIN
- 95-1648219
- Plan number
- 004
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,562 | H, C | 20241011232930NAL0040306880001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$160.9M total assets
Net assets$160.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $160,875,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $160,875,370
- Net assets (BOY)
- $134,753,100
Income & contributions
- Employer contributions
- $4,923,247
- Participant contributions
- $9,151,052
- Total contributions
- $14,956,772
- Total income / additions
- $36,869,393
Expenses & distributions
- Benefits paid
- $10,466,214
- Administrative expenses
- $251,308
- Total expenses
- $10,747,123
- Net increase / (decrease)
- $26,122,270
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $206,417 | $0 | 2023 |
| Meketa Investment Group Inc | INVESTMENT ADVISORY | $44,891 | $109 | 2023 |