Search public Form 5500 filings

19 results

Companies

companyCalifornia Institute Of Technology
EIN: 95-1643307Location: CAPlans: 5Latest: 2023

planCaltech Base Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 002Participants: 21,679Assets: $4,792,181,822Location: Pasadena, CALatest: 2023
planCaltech Voluntary Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 005Participants: 11,254Assets: $2,033,100,660Location: Pasadena, CALatest: 2023
planConsolidated Welfare Plan Of The California Institute Of Technology2023 filing
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 601Participants: 10,045Assets: not reported in the loaded datasetLocation: Pasadena, CALatest: 2023
planCaltech Retiree Health And Life Benefits Program2023 filing
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 602Participants: 1,023Assets: not reported in the loaded datasetLocation: Pasadena, CALatest: 2023
planCalifornia Institute Of Technology Severance Plan2023 filing
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 604Participants: 8,374Assets: not reported in the loaded datasetLocation: Pasadena, CALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Caltech Base Retirement Plan
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 002Ack ID: 20241007121003NAL0007555779001
filing2023 Form 5500 — Caltech Voluntary Retirement Plan
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 005Ack ID: 20241007121543NAL0008854531001
filing2023 Form 5500 — Consolidated Welfare Plan Of The California Institute Of Technology
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 601Ack ID: 20241007125622NAL0007586307001
filing2023 Form 5500 — Caltech Retiree Health And Life Benefits Program
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 602Ack ID: 20241014132149NAL0014994435001
filing2023 Form 5500 — California Institute Of Technology Severance Plan
Sponsor: California Institute Of TechnologyEIN: 95-1643307Plan: 604Ack ID: 20250228090529NAL0000389187001