Scripps Health 403(B) 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 403(B) Plan is a benefit plan reported by Scripps Health under EIN 95-1684089 and plan number 003. The latest loaded filing year is 2023. The filing reports 18,711 participants and $630,033,667 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Scripps Health
EIN
95-1684089
Plan number
003
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
18,711
End-of-year plan assets
$630,033,667

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,711H, C20241003113250NAL0020467954001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$630,033,667
Total liabilities (EOY)
$16,711
Net assets (EOY)
$630,016,956
Net assets (BOY)
$510,541,741

Income & contributions

Employer contributions
$0
Participant contributions
$64,828,486
Total contributions
$72,715,707
Total income / additions
$164,485,557

Expenses & distributions

Benefits paid
$44,764,142
Administrative expenses
$246,200
Total expenses
$45,010,342
Net increase / (decrease)
$119,475,215

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$142,662not reported in the loaded dataset2023
Ernst & Young U.S. LlpACCOUNTANT/AUDITOR$33,873not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,219$02023

Related Form 5500 pages