Plan5500

California State University, Long Beach Research Foundation — 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, California State University, Long Beach Research Foundation (EIN 95-6106694) is a plan sponsor located in Long Beach, CA with 1 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
95-6106694
Location
Long Beach, CA
Loaded plans
6
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 California State University, Long Beach Research Foundation

  • 6 loaded plans hold $29.2M in reported assets.
  • The largest, California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,013 reported participants.
  • 1 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$29.2MSummed across loaded plans$29,200,469
Total reported assets$29.2M$29,200,469
Total reported participants1K1,013
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$29.2M total assets
Net assets$29.2MLiabilities$0
Contributions & income
Employer contributions$766.5K
Participant contributions$414K
Total income / additions$5.4M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)$4.1M

Data coverage

Plans with financial statements1 / 6 (17%)
Plans with provider compensation1 / 6 (17%)

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 assets100%California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan
Participants per plan169Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

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

  1. 1
    California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan$29.2M
    Plan #005 · 414 participants · 2023
  2. 2
    Csulb Research Foundation Medical Insurance Plannot reported in the loaded dataset
    Plan #502 · 156 participants · 2023
  3. 3
    Csulb Research Foundation Ltd Plannot reported in the loaded dataset
    Plan #501 · 114 participants · 2023
  4. 4
    Csulb Research Foundation Life Ad&D Insurance Plannot reported in the loaded dataset
    Plan #503 · 112 participants · 2023
  5. 5
    Csulb Research Foundation Vision Plannot reported in the loaded dataset
    Plan #504 · 109 participants · 2023
  6. 6
    Csulb Research Foundation Dental Plannot reported in the loaded dataset
    Plan #505 · 108 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 California State University, Long Beach Research Foundation. Open one for its full reported snapshot.

  1. 2023
    Csulb Research Foundation Life Ad&D Insurance Plan112 participants · 2No schedules
    View filing →
  2. 2023
    Csulb Research Foundation Medical Insurance Plan156 participants · 2No schedules
    View filing →
  3. 2023
    Csulb Research Foundation Ltd Plan114 participants · 2No schedules
    View filing →
  4. 2023
    Csulb Research Foundation Dental Plan108 participants · 2No schedules
    View filing →
  5. 2023
    Csulb Research Foundation Vision Plan109 participants · 2No schedules
    View filing →
  6. 2023
    California State University - Long Beach Research Foundation 403(B) Defined Contribution Retirement Plan414 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does California State University, Long Beach Research Foundation report on Form 5500?
California State University, Long Beach Research Foundation (EIN 95-6106694) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for California State University, Long Beach Research Foundation?
The Employer Identification Number (EIN) reported for California State University, Long Beach Research Foundation is 95-6106694.
What is the latest Form 5500 filing year for California State University, Long Beach Research Foundation?
The latest loaded Form 5500 filing year for California State University, Long Beach Research Foundation is 2023.

Related Form 5500 pages