La Jolla Institute For Immunology Retirement Savings Plan — Form 5500 plan (La Jolla Institute For Immunology)
Plain-English plan 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, La Jolla Institute For Immunology Retirement Savings Plan is a benefit plan reported by La Jolla Institute For Immunology under EIN 33-0328688 and plan number 001. The latest loaded filing year is 2023. The filing reports 859 participants and $79,558,704 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- La Jolla Institute For Immunology
- EIN
- 33-0328688
- Plan number
- 001
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 859
- End-of-year plan assets
- $79,558,704
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 859 | H, C | 20240819091045NAL0001480353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,558,704
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,558,704
- Net assets (BOY)
- $68,979,532
Income & contributions
- Employer contributions
- $3,241,858
- Participant contributions
- $1,870,046
- Total contributions
- $5,247,500
- Total income / additions
- $16,949,419
Expenses & distributions
- Benefits paid
- $6,225,868
- Administrative expenses
- $144,379
- Total expenses
- $6,370,247
- Net increase / (decrease)
- $10,579,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $147,157 | $0 | 2023 |
| Global Retirement Partners, LLC | INVESTMENT ADVISORY | $0 | $60,737 | 2023 |
| Actuarial Benefits Corp. | THIRD PARTY ADMINISTRATO | $0 | $40,362 | 2023 |
| Tiaa-Teachers Ins&Ann Assoc Of Amer | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for La Jolla Institute For Immunology
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in La Jolla, CA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation
- Tiaa-Teachers Ins&Ann Assoc Of Amer — Schedule C compensation