Scripps Health Retirement Savings Plan — Form 5500 plan (Scripps Health)
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, Scripps Health Retirement Savings Plan is a benefit plan reported by Scripps Health under EIN 95-1684089 and plan number 002. The latest loaded filing year is 2023. The filing reports 20,008 participants and $1,177,620,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scripps Health
- EIN
- 95-1684089
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 20,008
- End-of-year plan assets
- $1,177,620,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,008 | H, C | 20241003113159NAL0005679203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,177,620,568
- Total liabilities (EOY)
- $9,627
- Net assets (EOY)
- $1,177,610,941
- Net assets (BOY)
- $991,336,132
Income & contributions
- Employer contributions
- $57,342,680
- Participant contributions
- $52,004,626
- Total contributions
- $110,920,117
- Total income / additions
- $282,153,868
Expenses & distributions
- Benefits paid
- $94,637,883
- Administrative expenses
- $1,241,176
- Total expenses
- $95,879,059
- Net increase / (decrease)
- $186,274,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $933,025 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $199,771 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | ACCOUNTANT/AUDITOR | $33,873 | not reported in the loaded dataset | 2023 |
| L+L Printers | OTHER SERVICES | $3,147 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scripps Health
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- L+L Printers — Schedule C compensation