Plan5500

Huntington Medical Research Institutes — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Huntington Medical Research Institutes (EIN 95-1757119) is a plan sponsor located in Pasadena, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
95-1757119
Location
Pasadena, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Huntington Medical Research Institutes

  • 2 loaded plans hold $13.6M in reported assets.
  • The largest, Retirement Plan For Employees Of Huntington Medical Research Institutes, holds 81% of this company's reported plan assets.
  • Plans cover 208 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.6MSummed across loaded plans$13,639,726
Total reported assets$13.6M$13,639,726
Total reported participants208
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.6M total assets
Net assets$13.6MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributionsNot reported
Total income / additions$2.5M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets81%Retirement Plan For Employees Of Huntington Medical Research Institutes
Participants per plan104Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Retirement Plan For Employees Of Huntington Medical Research Institutes$11.1M
    Plan #001 · 77 participants · 2023
  2. 2
    Hmri Retirement Plan$2.5M
    Plan #003 · 131 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Huntington Medical Research Institutes. Open one for its full reported snapshot.

  1. 2023
    Retirement Plan For Employees Of Huntington Medical Research Institutes77 participants · 2Sch I
    View filing →
  2. 2023
    Hmri Retirement Plan131 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Huntington Medical Research Institutes report on Form 5500?
Huntington Medical Research Institutes (EIN 95-1757119) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Huntington Medical Research Institutes?
The Employer Identification Number (EIN) reported for Huntington Medical Research Institutes is 95-1757119.
What is the latest Form 5500 filing year for Huntington Medical Research Institutes?
The latest loaded Form 5500 filing year for Huntington Medical Research Institutes is 2023.

Related Form 5500 pages