2023 Form 5500 filing — La Jolla Institute For Immunology Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819091045NAL0001480353001) for La Jolla Institute For Immunology Retirement Savings Plan, reported by La Jolla Institute For Immunology under EIN 33-0328688 and plan number 001. It reports 859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819091045NAL0001480353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Jolla Institute For Immunology
- EIN
- 33-0328688
- Plan number
- 001
- Location
- La Jolla, CA
- Participants
- 859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,558,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,558,704
- Employer contributions
- $3,241,858
- Participant contributions
- $1,870,046
- Total income / additions
- $16,949,419
- Benefits paid
- $6,225,868
- Administrative expenses
- $144,379
- Total expenses
- $6,370,247
- Net increase / (decrease)
- $10,579,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $147,157 | $0 |
| Global Retirement Partners, LLC | INVESTMENT ADVISORY | $0 | $60,737 |
| Actuarial Benefits Corp. | THIRD PARTY ADMINISTRATO | $0 | $40,362 |
| Tiaa-Teachers Ins&Ann Assoc Of Amer | INVESTMENT ADVISOR | $0 | $0 |