2023 Form 5500 filing — San Diego Zoo Wildlife Alliance 403(B) 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 20241011232930NAL0040306880001) for San Diego Zoo Wildlife Alliance 403(B) Plan, reported by San Diego Zoo Wildlife Alliance under EIN 95-1648219 and plan number 004. It reports 3,562 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)$160.9MReported net assets$160,875,370
Participants3.6K3,562
Provider compensation$251.4K2 Schedule C row(s)$251,417
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011232930NAL0040306880001
- Plan sponsor
- San Diego Zoo Wildlife Alliance
- EIN
- 95-1648219
- Plan number
- 004
- Location
- San Diego, 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)$160.9M total assets
Net assets$160.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $160,875,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $160,875,370
- Employer contributions
- $4,923,247
- Participant contributions
- $9,151,052
- Total income / additions
- $36,869,393
- Benefits paid
- $10,466,214
- Administrative expenses
- $251,308
- Total expenses
- $10,747,123
- Net increase / (decrease)
- $26,122,270
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $206,417 | $0 |
| Meketa Investment Group Inc | INVESTMENT ADVISORY | $44,891 | $109 |