The Scripps Research Institute Faculty And Management Retirement 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 Faculty And Management Retirement Plan is a benefit plan reported by The Scripps Research Institute under EIN 33-0435954 and plan number 003. The latest loaded filing year is 2023. The filing reports 925 participants and $259,034,724 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
- 003
- Plan type
- 2
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 925
- End-of-year plan assets
- $259,034,724
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 925 | H, C | 20241003181555NAL0011025921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $259,034,724
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,034,724
- Net assets (BOY)
- $227,178,106
Income & contributions
- Employer contributions
- $9,189,809
- Participant contributions
- $0
- Total contributions
- $9,220,491
- Total income / additions
- $55,385,074
Expenses & distributions
- Benefits paid
- $23,441,195
- Administrative expenses
- $87,261
- Total expenses
- $23,528,456
- Net increase / (decrease)
- $31,856,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$83,017 | $0 | 2023 |