Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan — Form 5500 plan (Sanford Burnham Prebys Medical Discovery 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, Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan is a benefit plan reported by Sanford Burnham Prebys Medical Discovery Institute under EIN 51-0197108 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,192 participants and $196,423,860 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sanford Burnham Prebys Medical Discovery Institute
EIN
51-0197108
Plan number
001
Plan type
2
Location
La Jolla, CA
Latest filing year
2023
Participants
1,192
End-of-year plan assets
$196,423,860

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,192H, C20240823110557NAL0006282177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$196,423,860
Total liabilities (EOY)
$0
Net assets (EOY)
$196,423,860
Net assets (BOY)
$167,874,618

Income & contributions

Employer contributions
$2,997,998
Participant contributions
$3,219,397
Total contributions
$7,286,200
Total income / additions
$34,591,890

Expenses & distributions

Benefits paid
$5,994,046
Administrative expenses
$48,602
Total expenses
$6,042,648
Net increase / (decrease)
$28,549,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$48,602$02023

Related Form 5500 pages