Lundquist Institute For Biomedical Innovation At Harbor-Ucla Medical Center 403(B) Part-Time Faculty Retirement 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 403(B) Part-Time Faculty Retirement Plan is a benefit plan reported by Lundquist Institute For Biomedical Innovation under EIN 95-2138184 and plan number 002. The latest loaded filing year is 2023. The filing reports 279 participants and $50,228,895 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
- 002
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $50,228,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20241010135604NAL0034251456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,228,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,228,895
- Net assets (BOY)
- $45,182,017
Income & contributions
- Employer contributions
- $574,421
- Total contributions
- $574,421
- Total income / additions
- $7,524,362
Expenses & distributions
- Benefits paid
- $2,475,267
- Administrative expenses
- $2,217
- Total expenses
- $2,477,484
- Net increase / (decrease)
- $5,046,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa-Teachers Insurance And Annuity | 0 | $2,218 | $0 | 2023 |