Lundquist Institute For Biomedical Innovation At Harbor-Ucla Medical Center Defined Contribution Plan — Form 5500 plan (Lundquist Institute For Biomedical Innovation)

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, Lundquist Institute For Biomedical Innovation At Harbor-Ucla Medical Center Defined Contribution Plan is a benefit plan reported by Lundquist Institute For Biomedical Innovation under EIN 95-2138184 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,266 participants and $135,814,100 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lundquist Institute For Biomedical Innovation
EIN
95-2138184
Plan number
001
Plan type
2
Location
Torrance, CA
Latest filing year
2023
Participants
1,266
End-of-year plan assets
$135,814,100

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,266H, C20241010134927NAL0040910578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$135,814,100
Total liabilities (EOY)
$0
Net assets (EOY)
$135,814,100
Net assets (BOY)
$119,340,493

Income & contributions

Employer contributions
$3,410,205
Total contributions
$3,410,205
Total income / additions
$23,728,381

Expenses & distributions

Benefits paid
$7,216,693
Administrative expenses
$38,081
Total expenses
$7,254,774
Net increase / (decrease)
$16,473,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa Teachers Insurance And Annuity0$38,081$02023

Related Form 5500 pages