2023 Form 5500 filing — Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity 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 20240823110557NAL0006282177001) for Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan, reported by Sanford Burnham Prebys Medical Discovery Institute under EIN 51-0197108 and plan number 001. It reports 1,192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823110557NAL0006282177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sanford Burnham Prebys Medical Discovery Institute
- EIN
- 51-0197108
- Plan number
- 001
- Location
- La Jolla, CA
- Participants
- 1,192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $196,423,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $196,423,860
- Employer contributions
- $2,997,998
- Participant contributions
- $3,219,397
- Total income / additions
- $34,591,890
- Benefits paid
- $5,994,046
- Administrative expenses
- $48,602
- Total expenses
- $6,042,648
- Net increase / (decrease)
- $28,549,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $48,602 | $0 |