2023 Form 5500 filing — The Scripps Research Institute Employee Retirement 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 20241003182220NAL0005116675001) for The Scripps Research Institute Employee Retirement Plan, reported by The Scripps Research Institute under EIN 33-0435954 and plan number 004. It reports 1,515 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23.8MReported net assets$23,763,315
Participants1.5K1,515
Provider compensation$10.1K1 Schedule C row(s)$10,065
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003182220NAL0005116675001
- Plan sponsor
- The Scripps Research Institute
- EIN
- 33-0435954
- Plan number
- 004
- Location
- La Jolla, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23.8M total assets
Net assets$23.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $23,763,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,763,315
- Employer contributions
- $1,830,196
- Participant contributions
- $0
- Total income / additions
- $5,507,471
- Benefits paid
- $1,205,807
- Administrative expenses
- $10,067
- Total expenses
- $1,215,874
- Net increase / (decrease)
- $4,291,597
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $10,065 | $0 |