2023 Form 5500 filing — Scripps Clinic Medical Group, Inc. 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 20240918160017NAL0004601345001) for Scripps Clinic Medical Group, Inc. Retirement Savings Plan, reported by Scripps Clinic Medical Group, Inc. under EIN 95-2885574 and plan number 003. It reports 1,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918160017NAL0004601345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scripps Clinic Medical Group, Inc.
- EIN
- 95-2885574
- Plan number
- 003
- Location
- La Jolla, CA
- Participants
- 1,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $834,829,745
- Net assets (EOY)
- $834,829,745
- Employer contributions
- $26,322,459
- Participant contributions
- $16,769,423
- Total income / additions
- $206,869,048
- Benefits paid
- $35,032,148
- Administrative expenses
- $1,534,432
- Total expenses
- $36,604,300
- Net increase / (decrease)
- $170,264,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $655,161 | not reported in the loaded dataset |
| Del Mar Wealth Management | NONE | $216,237 | not reported in the loaded dataset |
| Hoylecohen LLC | NONE | $143,921 | not reported in the loaded dataset |
| Ep Wealth Advisors LLC | NONE | $105,313 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $78,283 | not reported in the loaded dataset |
| Blankinship & Foster LLC | NONE | $70,156 | not reported in the loaded dataset |
| Fisher Investments | NONE | $48,553 | not reported in the loaded dataset |
| Weatherly Asset Management Lp | NONE | $38,220 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $27,280 | $11 |
| Independent Financial Group Ll | NONE | $25,266 | not reported in the loaded dataset |
| Cibc Private Wealth Advisors I | NONE | $19,878 | not reported in the loaded dataset |
| Aspiriant LLC | NONE | $14,493 | not reported in the loaded dataset |
| Financial Alternatives Inc | NONE | $14,006 | not reported in the loaded dataset |
| Ifg Advisors LLC | NONE | $13,375 | not reported in the loaded dataset |
| Pure Financial Advisors LLC | NONE | $12,855 | not reported in the loaded dataset |
| Carlsbad Wealth Advisory Group | NONE | $11,420 | not reported in the loaded dataset |
| Stolper & Company Inc | NONE | $10,540 | not reported in the loaded dataset |
| Impact Investor Inc | NONE | $9,704 | not reported in the loaded dataset |
| Alphacore Capital LLC | NONE | $9,167 | not reported in the loaded dataset |
| Sage Financial Group Inc | NONE | $7,916 | not reported in the loaded dataset |
| Dew Point Capital Inc | NONE | $6,701 | not reported in the loaded dataset |
| Fort Pitt Capital Group LLC | NONE | $6,597 | not reported in the loaded dataset |