2023 Form 5500 filing — The Monterey Bay Aquarium 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 20241015131438NAL0016466003001) for The Monterey Bay Aquarium Retirement Plan, reported by The Monterey Bay Aquarium Foundation under EIN 94-2487469 and plan number 001. It reports 917 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131438NAL0016466003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Monterey Bay Aquarium Foundation
- EIN
- 94-2487469
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 917
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,357,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,357,580
- Employer contributions
- $2,628,091
- Participant contributions
- $3,707,599
- Total income / additions
- $22,449,177
- Benefits paid
- $11,928,663
- Administrative expenses
- $192,586
- Total expenses
- $12,121,249
- Net increase / (decrease)
- $10,327,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $76,998 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $70,809 | not reported in the loaded dataset |
| Hood & Strong Llp | AUDITOR | $18,195 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $17,906 | not reported in the loaded dataset |
| Relation Insurance Services | NONE | $6,500 | not reported in the loaded dataset |