Scripps Clinic Medical Group, Inc. Retirement Savings Plan — Form 5500 plan (Scripps Clinic Medical Group, Inc.)
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 Clinic Medical Group, Inc. Retirement Savings Plan is a benefit plan reported by Scripps Clinic Medical Group, Inc. under EIN 95-2885574 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,337 participants and $834,829,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scripps Clinic Medical Group, Inc.
- EIN
- 95-2885574
- Plan number
- 003
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 1,337
- End-of-year plan assets
- $834,829,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,337 | H, C | 20240918160017NAL0004601345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $834,829,745
- Net assets (EOY)
- $834,829,745
- Net assets (BOY)
- $661,108,891
Income & contributions
- Employer contributions
- $26,322,459
- Participant contributions
- $16,769,423
- Total contributions
- $90,567,010
- Total income / additions
- $206,869,048
Expenses & distributions
- Benefits paid
- $35,032,148
- Administrative expenses
- $1,534,432
- Total expenses
- $36,604,300
- Net increase / (decrease)
- $170,264,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $655,161 | not reported in the loaded dataset | 2023 |
| Del Mar Wealth Management | NONE | $216,237 | not reported in the loaded dataset | 2023 |
| Hoylecohen LLC | NONE | $143,921 | not reported in the loaded dataset | 2023 |
| Ep Wealth Advisors LLC | NONE | $105,313 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $78,283 | not reported in the loaded dataset | 2023 |
| Blankinship & Foster LLC | NONE | $70,156 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $48,553 | not reported in the loaded dataset | 2023 |
| Weatherly Asset Management Lp | NONE | $38,220 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $27,280 | $11 | 2023 |
| Independent Financial Group Ll | NONE | $25,266 | not reported in the loaded dataset | 2023 |
| Cibc Private Wealth Advisors I | NONE | $19,878 | not reported in the loaded dataset | 2023 |
| Aspiriant LLC | NONE | $14,493 | not reported in the loaded dataset | 2023 |
| Financial Alternatives Inc | NONE | $14,006 | not reported in the loaded dataset | 2023 |
| Ifg Advisors LLC | NONE | $13,375 | not reported in the loaded dataset | 2023 |
| Pure Financial Advisors LLC | NONE | $12,855 | not reported in the loaded dataset | 2023 |
| Carlsbad Wealth Advisory Group | NONE | $11,420 | not reported in the loaded dataset | 2023 |
| Stolper & Company Inc | NONE | $10,540 | not reported in the loaded dataset | 2023 |
| Impact Investor Inc | NONE | $9,704 | not reported in the loaded dataset | 2023 |
| Alphacore Capital LLC | NONE | $9,167 | not reported in the loaded dataset | 2023 |
| Sage Financial Group Inc | NONE | $7,916 | not reported in the loaded dataset | 2023 |
| Dew Point Capital Inc | NONE | $6,701 | not reported in the loaded dataset | 2023 |
| Fort Pitt Capital Group LLC | NONE | $6,597 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scripps Clinic Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Jolla, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Del Mar Wealth Management — Schedule C compensation
- Hoylecohen LLC — Schedule C compensation
- Ep Wealth Advisors LLC — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Blankinship & Foster LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Weatherly Asset Management Lp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Independent Financial Group Ll — Schedule C compensation
- Cibc Private Wealth Advisors I — Schedule C compensation
- Aspiriant LLC — Schedule C compensation
- Financial Alternatives Inc — Schedule C compensation
- Ifg Advisors LLC — Schedule C compensation
- Pure Financial Advisors LLC — Schedule C compensation
- Carlsbad Wealth Advisory Group — Schedule C compensation
- Stolper & Company Inc — Schedule C compensation
- Impact Investor Inc — Schedule C compensation
- Alphacore Capital LLC — Schedule C compensation
- Sage Financial Group Inc — Schedule C compensation
- Dew Point Capital Inc — Schedule C compensation
- Fort Pitt Capital Group LLC — Schedule C compensation