The Salk Institute Retirement Plan — Form 5500 plan (Salk Institute For Biological Studies)

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, The Salk Institute Retirement Plan is a benefit plan reported by Salk Institute For Biological Studies under EIN 95-2160097 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,934 participants and $299,183,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Salk Institute For Biological Studies
EIN
95-2160097
Plan number
001
Plan type
2
Location
La Jolla, CA
Latest filing year
2023
Participants
1,934
End-of-year plan assets
$299,183,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,934H, C20240903204106NAL0019383937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$299,183,898
Net assets (EOY)
$299,183,898
Net assets (BOY)
$263,583,203

Income & contributions

Employer contributions
$4,892,639
Participant contributions
$4,760,306
Total contributions
$11,583,729
Total income / additions
$58,652,712

Expenses & distributions

Benefits paid
$22,802,845
Administrative expenses
$243,292
Total expenses
$23,052,017
Net increase / (decrease)
$35,600,695

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance And AnnuiN/A$111,857$02023
Fidelity InvestmentsN/A$103,165$02023
Multnomah Group, IncN/A$22,887not reported in the loaded dataset2023
Moss Adams LlpN/A$11,263not reported in the loaded dataset2023

Related Form 5500 pages