The Scripps Research Institute Tax Sheltered Annuity Plan — Form 5500 plan (The Scripps Research Institute)

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, The Scripps Research Institute Tax Sheltered Annuity Plan is a benefit plan reported by The Scripps Research Institute under EIN 33-0435954 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,519 participants and $242,449,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Scripps Research Institute
EIN
33-0435954
Plan number
002
Plan type
2
Location
La Jolla, CA
Latest filing year
2023
Participants
2,519
End-of-year plan assets
$242,449,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,519H, C20241003181013NAL0018436688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$242,449,487
Total liabilities (EOY)
$14,554
Net assets (EOY)
$242,434,933
Net assets (BOY)
$216,750,247

Income & contributions

Employer contributions
$554,784
Participant contributions
$8,034,495
Total contributions
$9,425,993
Total income / additions
$51,312,960

Expenses & distributions

Benefits paid
$25,467,191
Administrative expenses
$161,261
Total expenses
$25,628,274
Net increase / (decrease)
$25,684,686

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$5,777$02023

Related Form 5500 pages