2023 Form 5500 filing — The Caltech Retiree Health And Life Benefits Program For Jpl Retirees
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 20241014165504NAL0026766385001) for The Caltech Retiree Health And Life Benefits Program For Jpl Retirees, reported by Board Of Trustees, California Institute Of Technology under EIN 37-6581075 and plan number 603. It reports 2,628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165504NAL0026766385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, California Institute Of Technology
- EIN
- 37-6581075
- Plan number
- 603
- Location
- San Diego, CA
- Participants
- 2,628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,058,368
- Total liabilities (EOY)
- $158,280
- Net assets (EOY)
- $242,900,088
- Employer contributions
- $24,740,000
- Participant contributions
- $3,075,233
- Total income / additions
- $58,698,065
- Benefits paid
- $14,406,279
- Administrative expenses
- $896,316
- Total expenses
- $15,302,595
- Net increase / (decrease)
- $43,395,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Management | NONE | $528,327 | $0 |
| Mercer Health & Benefits Admin. LLC | NONE | $175,192 | $0 |
| Risk Program Administrators LLC | NONE | $120,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $32,950 | not reported in the loaded dataset |
| Northern Trust | NONE | $9,808 | not reported in the loaded dataset |