2023 Form 5500 filing — California Institute Of The Arts 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 20241010143332NAL0036139296001) for California Institute Of The Arts Retirement Plan, reported by California Institute Of The Arts under EIN 95-6102146 and plan number 001. It reports 771 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143332NAL0036139296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Institute Of The Arts
- EIN
- 95-6102146
- Plan number
- 001
- Location
- Valencia, CA
- Participants
- 771
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,928,942
- Net assets (EOY)
- $89,928,942
- Employer contributions
- $2,060,028
- Participant contributions
- $2,923,327
- Total income / additions
- $17,001,838
- Benefits paid
- $3,604,177
- Administrative expenses
- $58,624
- Total expenses
- $3,690,174
- Net increase / (decrease)
- $13,311,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $58,624 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |