Henry M. Jackson Foundation Defined Contribution Retirement Plan — Form 5500 plan (The Henry M. Jackson Foundation For The Adv Of Military Medicine, Inc.)
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, Henry M. Jackson Foundation Defined Contribution Retirement Plan is a benefit plan reported by The Henry M. Jackson Foundation For The Adv Of Military Medicine, Inc. under EIN 52-1317896 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,716 participants and $533,793,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Henry M. Jackson Foundation For The Adv Of Military Medicine, Inc.
- EIN
- 52-1317896
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 6,716
- End-of-year plan assets
- $533,793,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,716 | H, C | 20241014162654NAL0013619827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $533,793,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $533,793,253
- Net assets (BOY)
- $449,735,131
Income & contributions
- Employer contributions
- $12,133,033
- Participant contributions
- $16,075,294
- Total contributions
- $29,264,782
- Total income / additions
- $107,043,882
Expenses & distributions
- Benefits paid
- $22,577,546
- Administrative expenses
- $408,214
- Total expenses
- $22,985,760
- Net increase / (decrease)
- $84,058,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $316,086 | $0 | 2023 |
| Sageview Advisory Group, LLC | NONE | $69,628 | not reported in the loaded dataset | 2023 |
| Weyrich, Cronin & Sorra LLC | NONE | $22,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Henry M. Jackson Foundation For The Adv Of Military Medicine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Tiaa — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Weyrich, Cronin & Sorra LLC — Schedule C compensation